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All sourcesNASA NTRSDOE OSTI
DOE OSTI2020

A Framework for Optimal Placement of Rooftop Photovoltaic: Maximizing Solar Production and Operational Cost Savings in Residential Communities

Optimizing the placement of photovoltaic (PV) panels on residential buildings has the potential to significantly increase energy efficiency benefits to both homeowners and communities. Strategic PV placement can lower electricity costs by reducing the electricity fed from the grid during on-peak hours, while maintaining PV panel efficiency in terms of the amount of solar radiation received. In this article, we present a framework that identifies the ideal location of PV panels on residential rooftops. Our framework combines energy and environmental simulation, parametric modeling, and optimization to inform PV placement as it relates to and affects the entire community (in terms of both energy use and financial cost), as well as individual buildings. Ensuring that our framework accounts for shading from nearby buildings, different utility rate structures, and different buildings’ energy demand profiles means that existing communities and future housing developments can be optimized for energy savings and PV efficiency. The framework comprises two workflows, each contributing to optimal PV placement with a unique target: (a) maximizing PV panel efficiency (i.e., solar generation) and (b) minimizing operational energy cost considering utility rate structures for operational energy. We apply our framework to a residential community in Fort Collins, Colorado, to demonstrate the optimal PV placement, considering the two workflow targets. Here, we present our results and illustrate the effect of PV location and orientation on solar energy production efficiency and operational energy cost.

14 SOLAR ENERGY↗
DOE OSTI2021

Norms, Norm Sets, and Reference Groups: Implications for Household Interest in Energy Technologies

Household adoption of rooftop solar panels and battery storage can potentially reduce the negative environmental impacts of the electric grid. We argue that the number of socially close (friends and family) and geographically close (neighbors) others who have rooftop solar panels will affect norm expectations regarding how much others approve of solar panels and battery storage and expectations about how personally beneficial those technologies are likely to be. We test our hypotheses using survey data collected from California homeowners and find partial support. We find evidence for the significance of socially close others (rather than neighbors), highlighting the importance of identifying the appropriate reference groups when studying norms. Our results also provide insight into how one category of behavior (adoption of solar panels) can influence norm expectations about another less visible behavior (battery storage), suggesting a mechanism that may contribute to norms regulating private behaviors.

Horne, Christine↗
DOE OSTI2022

California Consumers’ Beliefs and Trust in Electric Utilities

The authors use survey and interview data from California homeowners to understand customers’ trust in their utility company. The authors find that customers’ beliefs about the reliability of electricity do not predict trust. Instead, what matters are beliefs that the utility company does a bad job managing customer service, costs, and wildfires. Distrust among survey respondents aligns with interview participants’ descriptions of utility companies as powerful, greedy monopolies that benefit themselves at the expense of helpless consumers. These results have implications for the energy transition and, more generally, understanding potential challenges experienced by technocratic institutions.

Horne, Christine↗
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 OSTI2020

Tribal Renewable Energy: Bishop Paiute Tribe, Residential Solar Program Phase II (Final Report)

The project consisted of the design, installation, inspection, and interconnection of 35 grid-tied, solar electric systems, totaled 123 kW rated capacity, on qualified existing low-income single-family homes located within the Bishop Paiute Reservation, which provide at least 65-79% savings in displaced electricity. Tribal job trainees were hired for each installation, gaining valuable job experience. Additionally, each homeowner was educated on energy efficiency and renewable energy. The overall project goal was to deploy clean energy systems in order to achieve the Bishop Paiute Tribe’s long-term goals of energy self-sufficiency, environmental protection, and better lives for our Tribal members and community. The energy displaced was 82.4 percent of total electricity used (exceeding estimated 65-79%)or over 170,000 kWh/year generating approximately $1.29 million worth of power for low-income families over their lifespans, while eliminating an estimated 2,640 tons of greenhouse gas emissions. This reduction makes a significant difference on the reservation giving more families money to spend on other essential items, while reducing their carbon footprint in this beautiful mountain community. Also, implementing these 35 systems provided a approximately 132 hours of paid solar installation work for tribal members. Training and good paying jobs are scarce on the reservation and solar is the fastest growing industry in CA and this training offered our members a real chance to learn and then get paid. The program is very significant to the family who qualified, as most families fall below the federal poverty guidelines, and many are living paycheck to paycheck. Overall, the triple impact of the Bishop Paiute Tribe Residential Solar Program Phase II— affordable energy for low-income families, on-site clean energy production, and hands-on solar installation jobs for local workers—these all help build the Tribe’s energy, economic, environmental, and social self-sufficiency and sovereignty amongst the most needy on the Reservation

14 SOLAR ENERGY↗
DOE OSTI2021

Emerging Pathways to Upgrade the US Housing Stock: A Review of the Home Energy Upgrade Literature

The residential buildings sector is responsible for about 20% of total US energy use. In order to achieve climate goals, we need ways to reduce carbon emissions and energy use in this sector. In addition, resiliency, electric grid stability, emergency survivability and other energy and building-related issues are becoming increasingly important challenges. New homes in most of the US meet various energy codes and are reasonably energy efficient. However, the vast majority of energy use is from existing homes that were not required to conform to energy performance requirements. It is becoming imperative to reach as many of these existing homes as possible and find ways to improve their energy-related performance. This must be done in such a way that it meets the needs and desires of homeowners and building occupants, as well as those of the contractors and design professionals engaged in doing the upgrades themselves. Energy retrofits of homes started in the 1970’s in response to the energy crisis, however, these retrofits were very limited in scope and relatively few homes were upgraded. Those homes that have been upgraded generally still have much scope for improvement. A huge effort is needed to get to scale to address the energy use in housing. The target population is effectively every home in the country, whether a large suburban single-family home, or a small downtown apartment. In order to provide a framework for analysis and the basis for plans to get to large-scale retrofits of homes, this literature review summarizes the state-of-the art in the US buildings industry. It identifies where more research, engineering, or technology is needed, as well as relevant industry trends, such as electrification, one-stop shop program design and others. It also examines other key topics, such as availability of financing, minimizing household disruption, and engaging home owners and occupants. This literature review builds on a similar review from several years ago (Less and Walker, 2014). The current review focuses on efforts in the intervening years. This literature review is part of a larger DOE study of deep energy upgrades that includes industry surveys and development of cost-stack analyses. For this review, we gathered data not just from the published literature, but also from practitioners in conjunction with other aspects of the larger DOE study. In some cases, we refer to comments from specific individuals or companies, or refer to specific products by name. This is not intended as an endorsement, but rather to provide clarity on sources of information and examples of relevant technologies.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
DOE OSTI2021

Remote Home Energy Score Assessments (Feasibility Study)

The delivery of Home Energy Scores (HES) has been significantly impacted over the last year by the recent pandemic and ongoing limitations to person-to-person interactions. There are also historic challenges in providing HES to more remote geographies where assessor infrastructure is not in place. Alternative approaches to in-person, on-site home energy assessments could help address these current restrictions, while also potentially providing opportunities for the efficient delivery of HES in certain use cases after COVID-related restrictions are lifted. From the program administrator’s perspective, there needs to be confidence that the remote scores closely match what they would have been if the assessment had been performed on-site. The recommendations shown on a report generated from a remote score should closely match those of an onsite assessment. A remote assessment should be an option for all HES Partners and have direction on how to deliver those scores. From the HES partner’s and assessor’s perspective, there needs to be understanding of what level of experience is needed, what system infrastructure is required, the time expenditure of the remote assessment process, and the limitations of a remote assessment. From the homeowner’s perspective, there needs to be an awareness and comfort with the time commitment, the level of knowledge of the home, the equipment needed, and any physical requirements of the remote assessment process. During this study, Earth Advantage assessed methods for delivering Home Energy Score assessments remotely through web-based technology platforms and resident interaction in a diverse array of home types in different geographic locations. Earth Advantage developed remote assessment test protocols and integrated those testing protocols into existing Home Energy Score programs being overseen by USDOE Home Energy Score partners New York State Energy Research & Development Authority (NYSERDA), the Oregon Department of Energy (ODOE), and the City of Portland (PDX). Earth Advantage staff acted as the Remote assessor and gathered HES data remotely during the video sessions with participants. Authorized Home Energy Score assessors performed the onsite assessments that were then used to compare with the remote assessment data. This allowed the research to effectively test the efficacy of various remote assessment approaches in a diverse array of home-types. Earth advantage identified the key components of a remote assessment infrastructure which included Remote Home Energy Score Assessments Page vi processes, tools, services, methods and mechanisms that would better enable remote assessments. This report details methods, results, and findings of the HES remote assessment research. In addition, the report provides recommendations and best practices that could be used as guidance for the Home Energy Score administrator and the HES partners seeking to effectively conduct remote assessments.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
DOE OSTI2021

Housing Stability Index: Measuring the risk of housing disruption during the COVID-19 pandemic

The Housing Stability Index (HSI) quantifies the decreased stability of housing (renter or owner occupied) across the United States due to missed or deferred housing payments (rent or mortgage payments) or serious delinquency. This is done through calculating the ratio of the near real-time percentage of occupied housing units not at risk of eviction or foreclosure to the baseline percentage of occupied housing units not at risk by county. For purposes of this index, “at risk” indicates a higher percentage of residents unable to make rent or mortgage payments. An HSI value of 1 indicates no additional housing instability (above housing instability before the start of the COVID-19 pandemic) due to COVID-19 while declining values indicate increasing housing instability. Argonne also created two sub-indices, Owner-Occupied Housing Units at Risk and Renter Occupied Housing Units at Risk, to differentiate risk between homeowners and renters.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
DOE OSTI2021

Experimental Plan for the Vermiculite Study

Homes in which vermiculite, which can contain asbestos, is present are often deferred under the DOE Weatherization Assistance Program (WAP) because of uncertainty in how to safely weatherize such homes from a client and worker perspective and the potential costs associated with alternative approaches. Recognizing this situation, the Department of Energy (DOE) tasked the Oak Ridge National Laboratory (ORNL) to perform a research project that scientifically identifies the asbestos exposure risks in weatherizing homes with existing vermiculite insulation. Current approaches being used by Grantees and Subgrantees to weatherize homes with existing vermiculite insulation were identified as part of the development of this experimental plan based on a review of Grantee Health and Safety Plans and communications with weatherization program staff from seven states. Other than deferral, these approaches include the following:1.) Abating (i.e., removing) the existing vermiculite using funding sources other than WAP (e.g., state funds, utility funds, the Zonolite Attic Insulation Trust Fund, and possibly homeowner contributions) because abatement is not allowed using WAP funds per Weatherization Program Notice (WPN) 17-7. 2.) Weatherizing the house as normal after testing reveals that the vermiculite contains less than 1% asbestos. 3.) Avoiding areas of the house where vermiculite is installed and weatherizing the remaining areas of the house as normal. 4.) Encapsulating the existing vermiculite insulation in an attic by blowing cellulose or other insulation over it. 5.) Weatherizing the areas of the house where vermiculite is installed using unique/alternative approaches developed specifically for that house. Blower door testing is also impacted by the presence of vermiculite due to the concern of bringing asbestos fibers into the space. Some states address this by performing pressurized blower door tests, whereas other states prohibit blower door testing entirely when vermiculite is present. This research project will focus on gathering data on home occupant and weatherization worker exposures to asbestos before, during, and/or after the weatherization of the homes containing vermiculite insulation using five of the six approaches identified above. Abatement of the existing vermiculite insulation will not be studied because it is not allowed using WAP funding per WPN 17-7 and, thus, is not a sustainable approach for WAP.

36 MATERIALS SCIENCE↗
DOE OSTI2022

Colorado Residential Retrofit Energy District (CoRRED) Phase I: Final Modeling Results

Electrification of buildings and transportation coupled with increased deployment of distributed energy resources (DERs) has been identified as a key step toward meeting emissions reduction goals across the U.S. Examples of pilot projects that feature innovative, 'smart' electric neighborhoods are largely focused on new construction projects, but there is a need to address the millions of existing homes so that they too may accommodate cleaner yet variable energy production in ways that benefit both the utility grid and the homes' residents. The Colorado Residential Retrofit Energy District (CoRRED) project used building and grid co-simulation tools to model an advanced energy district demonstration in an existing residential neighborhood in Denver, Colorado, and explored how existing building and utility infrastructures can be enhanced with combinations of traditional energy-efficiency retrofit measures and integration of solar panels and other DER technologies to provide better affordability and reliability. We analyzed which packages of DERs most reliably enable demand flexibility in response to a time-of-use (TOU) rate. Our results clearly indicate that incorporating DERs into efficient electrification produces much bigger utility bill savings on an annual basis than efficient electrification without DERs. While electrifying a neighborhood will increase the maximum load, batteries and solar panels can reduce load during peak hours so that the community can be a net producer during peak periods. A remaining challenge is to overcome first cost barriers to implementing energy-efficiency and DER technologies, as modest utility bill savings require long payback periods that are not practical for most homeowners.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
DOE OSTI2022

Developing Residential Energy Usage Baselines and Energy Efficiency Options

FCPC has been a leader in energy conservation not only in the State of Wisconsin, but nationally, as well. In 2016, the Environmental Protection Agency (EPA) ranked FCPC 11th in its Top 30 Local Government List as a result of the extensive measures the Tribe has taken toward its goal of achieving 100% carbon-neutral energy independence. Some of these efforts include the reduction of the Tribal government workweek to four days instead of five, the purchase of renewable energy certificates to more than offset the Tribe’s annual energy consumption, the installation of solar photovoltaic systems, and the completion of energy audits of Tribal government facilities. Until now, FCPC has focused on energy efficiency options for government and enterprise buildings, but it is now time to broaden the scope of energy efficiency to include the Tribe’s residential community. The Tribe’s Energy Working Group has identified the completion of home energy audits as one of its more imminent goals, as formal energy evaluations have yet to be completed on residential dwellings on the FCPC reservation. Tribal leadership is already looking ahead to the anticipated outcome of these energy audits and has taken steps to develop a cost sharing program that will assist Tribal homeowners to implement identified efficiency options as a result of this project.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
DOE OSTI2022

Development and Validation of Algorithms That Analyze Communicating Thermostat Data to Identify Enclosure Retrofit Opportunities

Annual energy savings of up to $\$ 4$ to $\$ 5$ billion could be achieved nationwide through basic insulation and heating system retrofits of existing homes. However, current utility energy efficiency programs are costly and challenging to scale. Customer acquisition occurs primarily through energy bill mailers, mass media, and online advertising that lack specificity about home-specific retrofit opportunities, expected energy savings, and cost-effectiveness. Specific retrofit opportunities are identified via on-site home energy assessments (HEAs) that are inconvenient to homeowners, expensive, and of variable accuracy. We developed computational algorithms that automatically analyze communicating thermostat (CT) heating data that could be used to increase the customer uptake of insulation and air sealing energy conservation measures (ECMs) by identifying homes with the most significant retrofit opportunities, estimating post-retrofit energy savings, and formulating home-specific outreach. The algorithms are based on an extended second-order grey-box model that characterizes a building’s thermal response using lumped elements, coupled with an empirical model of infiltration that accounts for both wind and stack effects. The basic parameters of the model correspond to actual physical parameters of the home, i.e., the home’s overall R-value of and the building envelope ACH50. Unlike the conventional approach, which estimates model parameters based on the best fit to the observed time-dependent room temperature, our approach derives correlations between the daily heating system runtime and temperature difference (indoor-outdoor) that are more robust to data quality issues in real-world applications. We also used HEA data for algorithm development and validation. With the help of our utility partners, Eversource and National Grid, we obtained data sets for hundreds of Massachusetts homes. For each home, these data sets included three sets of information anonymized by the utility: (1) CT data (HVAC runtime, room temperature, and, for some vendors, outdoor temperature and wind speed) collected by the CT vendor (one of three) over a heating season, (2) HEA report performed by the HEA vendor (same vendor for all homes), (3) Monthly utility gas bills coincident with the CT data (3 to 24 per home, depending on availability). For some homes, we also obtained blower-door test results. Initially, we applied the algorithms developed to homes with a single CT and then extended them to homes with two CTs by using an equivalent home approach. Finally, we developed algorithms for prediction of energy savings and a methodology of comparing our predictions with those generated by HEAs. The main technical results indicate that we can reliably identify homes with insulation and/or air sealing retrofit opportunities and provide accurate savings predictions. Our hypothesis is that the algorithms could be applied to utility energy efficiency programs to identify homes that could realize significant energy savings from insulation and/or air sealing retrofits. This information could then be used to reach out to those homes with highly customized outreach, thereby delivering increased program energy savings and cost-effectiveness. This would: Significantly increase the uptake rate of on-site HEAs, and Significantly increase the fraction of HEAs resulting in ECM implementation. To test these hypotheses, we designed and conducted a randomized controlled trial (RCT). The RCT results suggest that personal messaging leads to a two- to five-fold increase in the HEA uptake rate.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
DOE OSTI2022

Wall Upgrades for Energy Retrofits: A Techno-Economic Study

Homes built before 1992, when the U.S. Department of Energy’s (DOE) Building Energy Codes Program was established, represent approximately 68% of the residential building stock in the country. Up to 43% of these homes have little to no insulation in the walls and have very high air leakage rates of 10 or more air changes per hour at 50 pascals of pressure (ACH50). These issues can represent a substantial portion of unnecessary money spent on utility bills for homeowners, especially in the colder climates. There is a significant need for cost-effective, reliable retrofit methods for these homes that include air, moisture, and vapor controls which are considered best practices for high-performance new home construction. Well-tested and documented wall retrofit systems can help to achieve substantial energy savings and also improve durability, comfort, health, and resilience. In 2018, DOE’s Building Technologies Office awarded Pacific Northwest National Laboratory, Oak Ridge National Laboratory, and the University of Minnesota funding to complete a 3-year project to compare a range of residential wall retrofit systems that prioritized affordability, durability and energy savings potential. In addition to these core criteria, the ease-of-construction and the wide-scale applicability of the solutions also were considered. In this project, the research team identified, constructed, tested, simulated, and analyzed the feasibility and economics of 16 wall retrofit assemblies (14 test configurations and two baseline configurations).

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
DOE OSTI2022

Residential Energy Efficiency Design Guide for Tribal Lands

Homeowners and renters on tribal lands have historically faced a disproportionate energy burden compared to the United States as a whole. The Indian Health Service (IHS), which serves these communities, strives to meet aggressive energy performance goals when constructing their residential housing. Challenges common in rural locations can hinder progress toward those goals, such as availability of materials, access to specialized labor, and budget constraints. This guide is for architects and builders who aim to incorporate energy efficiency (EE) into their residential designs. This report presents commercially viable energy efficiency packages for a variety of locations and home inputs to help guide home builders in choosing improvements for energy performance. The intention is to provide a diverse set of packages that can be used during the design phase to achieve energy savings compared to a code minimum building design. By presenting a set of diverse options with similar expected energy savings and life-cycle costs, final decisions can be left up to the building designers who can better determine the appropriate package given local costs, materials, and labor availability. Although this guide was developed for IHS projects, it can be used to help designers and construction professionals better make cost-effective choices when a detailed, project-specific building energy analysis is not possible.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
DOE OSTI2022

Evaluation of the Thermal and Moisture Performance of Insulating Shades

Heat transfer through windows accounts for a significant percentage of a building’s energy use and adds substantially to the peak heating and cooling loads of a home. Over the past 20 years, residential window attachment retrofit technologies have been developed that significantly increase the number of options available to home builders, homeowners, and utilities when considering upgrades of overall window performance. Within the interior window attachments category, honeycomb cellular shades typically have the highest R-values because of their layered or concentric designs. During the winter when the window is fully covered, however, the added insulation reduces the amount of warm indoor air that reaches the window surface, thereby lowering the temperature of the window glass and frame and increasing the potential for condensation to collect on the interior surface of the window. The degree to which this potential is realized depends on the indoor and outdoor conditions as well as the overall thermal resistance of the window and the shades. To examine the condensation buildup potential on the interior surface of the window and the conditions under which this occurs, this report describes experimental research conducted by Pacific Northwest National Laboratory in collaboration with Hunter Douglas, using a a controlled environmental test chamber at the Hunter Douglas facility in Broomfield, Colorado. The results will be used to inform the Attachments Energy Rating Council, which provides energy performance information on all rated window attachments products.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
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↗