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Technology Development and Field Monitoring in nZEB - US Country report IEA HPT Annex 49 Task 3

The International Energy Agency (IEA) Heat Pumping Technologies (HPT) Annex 49, “Design and Integration of Heat Pumps for Nearly Zero Energy Buildings,” deals with the application of heat pumps (HPs) as a core component of the HVAC system for nearly or net-zero energy buildings. This report covers the Task 3 activities of the US team. Three institutions are involved on the US team and have worked on the following projects. 1) Oak Ridge National Laboratory (ORNL) summarized development activities since the conclusion of IEA HPT Annex 40 for several integrated HP (IHP) systems - electric ground-source IHP and air-source IHP versions and engine-driven AS-IHP version. 2) The University of Maryland partnered with ORNL and Blue Bear Management to develop a personal cooling device called RoCo that can provide personalized conditioned air to occupants in inadequately or unconditioned environments. With RoCo, building facility management can elevate the HVAC thermostat settings without compromising occupants’ thermal comfort. Researchers have found that a 4°F increase in thermostat settings can save 12–30% energy savings. Therefore, RoCo is a promising technology that can help reduce building energy consumption and facilitate achievement of net-zero energy building performance. 3) The National Institute of Standards and Technology (NIST) is working on a field study effort on the NIST Net-Zero Energy Residential Test Facility. Two air-source split-system HPs were installed in a residential, net-zero energy home that was constructed as a laboratory on the NIST campus in Gaithersburg, Maryland. The first HP was a two-stage, 7 kW (2 ton), 15.8 seasonal energy efficiency ratio (SEER), 9.05 heating seasonal performance factor (HSPF) conventionally ducted system; the second HP was a variable-speed, 10.6 kW (3 ton), 14 SEER, 8.35 HSPF, high-velocity ducted system. These two systems operated side by side, using separate supply ducts and a common return duct, on a weekly alternating schedule to condition the home that was operated with very consistent simulated thermal loads. The team wanted to determine whether the high-velocity system could provide comparable energy-use efficiency to the conventional system. The results of this study showed that it did meet the required loads and had slightly greater efficiency; the average cooling coefficient of performance (COP) was (0.40 ± 0.11) higher, and the average heating COP was statistically equal. A new firmware was provided at the end of the heating season that greatly improved the performance of the high-velocity system; its average heating COP went from (1.8 ± 0.9) to (2.5 ± 1.1) at a 95% confidence level. The new firmware heating COP averaged (1.05 ± 0.23) higher than the old firmware over the same outdoor temperatures. The defrost performance is very different for these two systems, yet they consumed equivalent energy per HDD. The conventional system uses a timed-initiate, temperature-terminate algorithm with auxiliary electric resistive heating, whereas the high-velocity system uses calculated evaporator parameters with a hot-gas bypass before a full reverse-cycle defrost with no supplementary resistive heat.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Reducing Deferrals by Integrating Health Homes with Weatherization

The U.S. Department of Energy’s Weatherization Assistance Program (WAP) improves energy efficiency and household health for low-income families, yet a substantial number of otherwise eligible homes are deferred from due to health and safety concerns in their homes, including mold, moisture damage, or structural deficiencies. These deferred homes are often occupied by marginalized or otherwise vulnerable residents who may be exposed to elevated indoor air pollutant concentration. Integrating Healthy Homes (HH) interventions with weatherization has been proposed as a strategy to reduce deferrals, address environmental justice concerns, and improve health outcomes. However, limited data on the health and economic implications of such integration exist. This study aimed to assess the potential health benefits and savings-to-investment ratio (SIR) associated with integrating Healthy Homes interventions into weatherization programs for homes typically deferred from WAP services. We collected indoor air pollutant data from homes undergoing health home renovations, including fine particulate matter (PM 2.5 ), nitrogen dioxide (NO 2 ), carbon monoxide (CO), and formaldehyde, with sampling times up to one month. Except for fomaldehyde, which was measured using passive UMEx badges, the other metrics were measured using the airQ Pro indoor air quality monitor.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Scaling Equitable Finance

Driven by dramatic declines in up-front cost, the U.S. solar photovoltaics (PV) industry has taken off over the past decade, growing from 1 gigawatt of installed capacity in 2009 to 89 gigawatts in 2020—or enough capacity to power roughly 19 million homes. The industry is expected to double in size over just the next 5 years.1 Much of the growth has been driven by large, utility-scale projects that can produce 5 mega- watts or more of power—enough to power at least 1,000 homes. The cost of electricity produced by these projects has decreased by more than 70 percent since 2010. As of Q3 2020, development costs of large, util- ity-scale solar PV power plants were under $1 per watt, down by more than 70 percent from 2010.2 A robust array of investors has come forward to efficiently deliver capital to these kinds of utility-scale projects including large banks, insurance companies, pension funds, and others. But low- and moderate-income communities, including communities of color, are at risk of being left behind in the transition to clean energy. Mission- driven solar project developers and financial institu- tions have been working alongside energy justice advocates to open up solar access for these communi- ties, using strategies ranging from community solar, to solar installations on affordable multifamily housing, to distributed solar and storage programs, and more. Their goals go beyond simply generating more green energy to advancing social equity by: • empowering communities to control their energy future • stabilizing energy prices, saving money, and build- ing wealth for low-income families • creating quality jobs • improving health by reducing pollution • providing energy resilience for vulnerable communities Mission-driven actors are successfully deploying a wide variety of strategies to meet these goals, from helping low-income homeowners get solar—and some- times battery storage, to developing solar projects serv- ing affordable rental housing and community facilities, to building larger “shared solar” projects to which households from across the community can subscribe. However, the financing ecosystem does not work nearly as well for these “mission driven” solar proj- ects as it does for utility-scale projects. For home rooftop solar, even if low-income consumers have a home and suitable roof, they may fail to qualify for federal tax incentives, lack adequate credit to qualify for a loan—or the mission-driven lenders seeking to serve them may not be adequately capitalized to make long-term loans. For mission-driven commercial or community-scale projects, assembling nearly every component of the project capital stack—whether bridging early-stage costs, attracting tax credit equity investors, securing long-term debt, or coming up with sponsor equity and filling gaps—can present challenges. A variety of obstacles contribute to the scarcity of financing for low-income solar, including small project sizes, lack of developer balance sheet capacity, both real and perceived issues with credit risk, elevated technical assistance needs, and greater subsidy requirements to pursue goals such as deep energy affordability, climate resilience, or job creation. Still other obstacles are regulatory: for example, not all states allow community solar projects or Power Purchase Agreements, common strategies used for providing low-income solar—and the potential for regulations to shift over time creates risks that mission-driven projects can ill afford. This report synthesizes information garnered from 47 key informant interviews, four focus group discus- sions involving 60 stakeholders, and a review of the substantial existing literature on low-income solar finance to assess the current landscape of mission- driven solar development in the United States, examine the roles that community-based financial institutions could play, and recommend public invest- ments and policy changes that could help to scale the provision of equitable solar finance. Key recommen- dations for policymakers and funders in the renew- able energy and community development fields that emerge from this process include the following: • Help to capitalize and support community-based lenders to provide flexible, low-cost, and long- term financing to mission-driven solar projects— including providing guarantees or other forms of credit enhancement. • Provide federal support for equitable solar, including a grant-in-lieu-of-credits option for the Investment Tax Credit to improve access to this critical government subsidy. • Develop pools of government and philanthropic support that can complement financing from community-based lenders to complete the capi- tal stack for mission-driven projects, as well as to support education and technical assistance to both consumers and potential project sponsors. • Create a national Renewable Energy Credits pro- gram that includes social equity targets to provide a baseline of support for clean energy generation. • Change utility regulations to remove barriers to low-income solar projects; lower permitting costs; provide greater certainty for developers, consumers and owners; and measure progress toward equity in renewable energy policy implementation.

14 SOLAR ENERGY↗

Deployment of Community Scale Solar Photovoltaic Energy Systems in Forest County Potawatomi Community

FCPC is a federally recognized tribe with a membership of more than 1400. The Tribe has a reservation in Forest County, Wisconsin, and tribal trust lands in Milwaukee County, Wisconsin, with significant governmental and business operations in both areas. Until relatively recently, FCPC was one of the poorest tribes in the Midwest. Due to its successful gaming operations, it now has improved its financial situation and is using its resources to benefit both its members and the general public through environmental and other community efforts, many of which are long-delayed because of the extended period of abject poverty. The Tribe has developed the long-term goal of becoming energy independent using renewable resources. In order to meet this goal, the Tribe has taken several important steps. As an interim step, FCPC is purchasing nearly 55 million kilowatt hours of renewable energy certificates (“RECs”) annually from certified renewable energy facilities in the United States. These RECs offset more than 100% of the present electricity use at all of the Tribe’s facilities. The Tribe is currently ranked number 11 on the Environmental Protection Agency’s (EPA) Top 20 Local Government list of green power purchasers and is a member of the EPA’s Green Power Partnership. The original project suggested small scale installations on tribal homes and certain government buildings. The Tribe suggested that the project would result in 730 kw installed. By revising the project, the Tribe was able to install 938 kw and owns the largest installation in Northern Wisconsin with the 800 kW installation at the Potawatomi Carter Casino Hotel (“PCCH”). The PCCH installation, in summer months, can provide near 90% of the use during daylight hours. Although tracking was not immediately available FCPC has since confirmed significant production with certain quarterly savings nearing $210,000. These installations provide a reduction in facility costs providing more revenue for Tribal services including cultural, health, sustainable food sources, environmental preservation and other Tribal initiatives. Further, the installations have resulted in positive steps towards the Tribe’s goals of energy sovereignty and the use of 100% renewable clean energy. Finally, the PCCH project, specifically, has had the additional benefit of providing a likely area for a microgrid. The size of the installation and offset achieved have pushed the Tribe toward planning for storage and a microgrid system that would both further the Tribe’s energy goals and provide a safe haven for the Community during times of need.

14 SOLAR ENERGY↗

Carbon and energy cost impacts of electrification of space heating with heat pumps in the US

In order to meet climate goals, it will be necessary to significantly reduce the greenhouse gases emitted by homes. A key factor in the US is to reduce the on-site combustion of fossil fuels for heating end-uses and to replace this with use of electric heat pump technologies connected to a low-carbon grid. The replacement of natural gas furnaces with electric heat pumps is a key home decarbonization strategy. However, the potential for space heating electrification to reduce greenhouse gas emissions depends on the carbon dioxide equivalent (CO 2 e) content of the electricity used by the heat pump. This varies considerably depending on the source of electricity, with large state to state variability. Furthermore, household energy costs are likely to be impacted by the electrification of space heating, because retail energy prices for both natural gas and electricity in each state vary by factors of seven and four, respectively. Contractors, energy programs, government and building code officials, as well as consumers need clear indications of the likely CO 2 e and energy cost impacts of proposed electrification projects, because these will affect decarbonization choices and rationales around scaled heating electrification. Government and utility programs also need to be aware of the likely outcomes of any supported/incentivized measures. Here, in this paper, we investigate these effects by looking at new metrics to analyze the change in CO 2 e emitted and the cost to meet home heating loads when switching from a natural gas furnace to a heat pump for the contiguous 48 states of the mainland US.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Net Zero Labs Pilot: NREL Roadmap to Decarbonization

NREL's Roadmap to decarbonize its campus aligns with Executive Order (EO) 14008, Tackling the Climate Crisis at Home and Abroad and EO 14057 Catalyzing America's Clean Energy Industries and Jobs through Federal Sustainability. NREL's strategic approach to reach net-zero emissions for its operational footprint and will occur in phases over the next decade. Decarbonizing NREL's footprint will require the elimination of greenhouse gas (GHG) emissions from all campus facilities' energy use and will be achieved through energy efficiency enhancements and the increased integration of clean energy sources. Engaging the private sector through an energy savings performance contract (ESPC) and relationships with NREL's utility providers will be crucial to NREL's implementation strategy.

decarbonize↗

A method to generate heating and cooling schedules based on data from connected thermostats

Internet-connected thermostats are a promising new source of temperature and operational data in homes because they record inside temperatures, setpoints, and HVAC runtimes every five minutes. Over 20 million Internet-connected thermostats have already been installed in American homes. Data from about 20,000 connected thermostats were collected and organized by climate zone, number of occupants, floor area, and day type. A method was developed to create up to 40 representative temperature schedules which, together, can more accurately capture the diversity of heating and cooling behaviors. These results are suitable for input into schedules for building energy simulation models. This information enables more realistic simulations of American heating and cooling behavior, leading to more accurate estimates of energy consumption and savings.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Demystifying Solar in WAP

Over the last two years, the National Renewable Energy Laboratory has identified the pathways for implementing solar in the Weatherization Assistance Program and Low Income Home Energy Assistance Program and practices for successful implementation. Learn about successful implementation models from around the network and the new resources that can give you a head start in planning solar into your program, including a demonstration of tools to help evaluate solar potential and cost-effectiveness at the household level, as well as a new tool from the U.S. Department of Energy National Community Solar Partnership to help connect households receiving LIHEAP assistance to community solar subscriptions that guarantee energy bill savings.

ENERGY PLANNING, POLICY, AND ECONOMY,SOLAR ENERGY↗

GreenThrift: Optimizing Carbon and Cost for Flexible Residential Loads

Reducing buildings’ carbon emissions is an important sustainability challenge. While scheduling flexible building loads has been previously used for a variety of grid and energy optimizations, carbon footprint reduction using such flexible loads poses new challenges since such methods need to balance both energy and carbon costs while also reducing user inconvenience from delaying such loads. This paper highlights the potential conflict between electricity prices and carbon emissions and the resulting trade-offs in carbon-aware and cost-aware load scheduling. To address this trade-off, we propose GreenThrift, a home automation system that leverages the scheduling capabilities of smart appliances and knowledge of future carbon intensity and cost to reduce both the carbon emissions and costs of flexible energy loads. At the heart of GreenThrift is an optimization technique that automatically computes schedules based on user configurations and preferences. We evaluate the effectiveness of GreenThrift using real-world carbon intensity data, electricity prices, and load traces from multiple locations and across different scenarios and objectives. Our results show that GreenThrift can replicate the offline optimal and retains 97% of the savings when optimizing the carbon emissions. Moreover, we show how GreenThrift can balance the conflict between carbon and cost and retain 95.3% and 85.5% of the potential carbon and cost savings, respectively.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Children, Income, and the Impact of Home Delivery on Household Shopping Trips

Expanding e-commerce and delivery benefit consumers through increased flexibility and convenience. However, there is a potential impact on vehicle miles traveled (VMT) by delivery and personal vehicles, and the resulting energy consumption, air quality, and congestion. Delivery trips could replace personal vehicle trips, but, if not a replacement, could add to (or supplement) shopping-related VMT for a given household. Here, we examined the benefits of e-commerce to consumers and the impact on personal shopping trips, and how these differed across item types, household child status, and income. We found that high-income households and households with children cared relatively more about time saving from deliveries. We found that, on average, deliveries substituted for 12% of vehicle shopping trips, but supplemented personal shopping trips for 9% of purchase deliveries. Underlying these averages were two main types of households: those for whom all deliveries substitute for trips (between 55% and 70% of households) and those for whom all deliveries supplement trips (between 20% and 35% of households). There was significant heterogeneity across households with and without children and with high or low incomes with respect to the use of delivery. Although time savings were more likely to motivate higher-income households and households with children to use delivery, this did not translate through to these households substituting for more of their trips; deliveries of prepared meals for both these categories of household were relatively more likely (15% for households with children, and 12% for higher-income households) to supplement, and not substitute for, personal trips.

99 GENERAL AND MISCELLANEOUS↗

Methods for Computing Physically Realistic Estimates of Electric Water Heater Demand Response Resource Suitable for Bulk Power System Planning Models

Demand response is commonly called on to reduce load during system peak times or to respond to contingency events. In future power systems with higher shares of wind and solar generation (which we describe together as variable generation [VG]), demand response could have more opportunities to provide energy shifting or operating reserve services. This report evaluates the ability of residential electric water heaters, both electric resistance water heaters (ERWHs) and heat pump water heaters (HPWHs), to provide such services starting from detailed whole-building energy models that realistically represent New England single family home stock. We use a parsimonious surrogate model to represent operational flexibility in a form suitable for linear and mixed integer programming. This enables relatively fast determination of aggregate contingency reserve resource, price-taking energy shifting outcomes, and in some cases the determination of aggregate models at the megawatt (MW) scale that can be directly included in large-scale grid models. After selecting modeling methods and parameters through various computational experiments, we find interquartile ranges of contingency reserve resource in ISO-NE for about 603,400 ERWHs of 45 MW - 69 MW for Claim10 (50 minute responses provided with 10 minutes of advanced notification) and 65 MW - 102 MW for Claim30 (30 minute responses provided with 30 minutes of advanced notification), and for about 619,000 HPWHs of 48 MW - 88 MW for Claim10 and 52 MW - 90 MW for Claim30. The overall reserve resource is up to 32% of total load for ERWHs providing Claim10 service, 47% for ERWHs providing Claim30 service, 93% for HPWHs providing Claim10 service, and 97% for HPWHs providing Claim30 service. More work is required to determine if HPWHs are inherently more suitable than ERWHs for providing contingency reserve or if these results reflect idiosyncrasies of the single family home stock model used in this study. The value of this contingency resource in a Near-term VG model of ISO-NE is $\$ 0.40$ to $\$1.20$ per water heater-year, and significantly larger, $\$ 3.80$ to $\$ 5.30$ per water heater-year in a Mid-term VG model of ISONE. Aggregating surrogate models to the MW-scale for energy shifting service is more challenging than for contingency service and we only present such results for ERWHs, because we were unable to determine satisfactory ways to deal with HPWHs' time-varying and path dependent operational characteristics. Individual surrogate models suitable for evaluating the energy shifting resource from both ERWHs and HPWHs are created, however, and dispatched against day-ahead prices from the Near-Term VG and Mid-Term VG models of ISO-NE. The individual surrogate models are able to access and potentially shift all 640 GWh of HPWH load and 1,547 GWh of ERWH load we modeled in two different single family home stock models. In contrast, the most effective model of aggregate ERWH shifting resource we created only captured 34.7% of the total ERWH load. Energy shifting affected by price-taking dispatch against modeled day-ahead energy prices produces per water heater year profits of $\$19.44$ - $\$22.93$ for individual HPWHs, $\$39.11$ - $\$40.54$ for individual ERWHs, and up to $\$4.00$ - $\$4.24$ for aggregated ERWHs, with the variations mainly due to grid conditions (more or less VG). When the supply-side response to these changes is accounted for, the per water heater year production cost savings for ISO-NE are $\$7.50$ to $\$17.70$ for the most effective set of endogenously dispatched aggregate ERWHs, $\$15.60$ to $\$15.70$ for individual ERWHs dispatched against the DA prices, and $\$10.70$ to $\$11.20$ for individual HPWHs dispatched against DA prices. Those ranges primarily represent the difference between Near-Term VG and Mid-Term VG grid conditions.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Solar Energy Implementation Strategies on Picuris Pueblo

Picuris Pueblo is a small tribal community in Northern New Mexico consisting of about 306 members and 86 homes. Picuris Pueblo has made advances with renewable energy implementation, including the installation of a 1 megawatt photovoltaic (PV) array. This array has provided the tribe with economic and other benefits that contribute toward the tribe's goal of tribal sovereignty. The tribe is seeking to implement more PV generation as well as battery energy storage systems. Picuris Pueblo is considering different implementation methods, including the formation of a microgrid system. This report studies the potential implementation of a PV and battery storage microgrid system and the associated benefits and challenges. The benefits of a microgrid system include cost savings, increased resiliency, and increased tribal sovereignty and align with the tribe's goals of becoming energy independent and lowering the cost of electricity.

14 SOLAR ENERGY↗

A New Gold Mine? Achieving HVAC Energy Efficiency Through a System Metric

Washington State's Commercial Energy Code adopted a new energy metric called HVAC Total System Performance Ratio (TSPR) in 2019, a first in the codes world to regulate HVAC system efficiency. TSPR is a ratio of annual heating and cooling loads to the annual carbon emissions associated with the energy consumed by the HVAC system. TSPR provides a performance-based solution to evaluate and improve the overall HVAC design. The TSPR metric and its companion calculation tool were developed by Pacific Northwest National Laboratory (PNNL) with support from U.S. Department of Energy (DOE), Northwest Energy Efficiency Alliance (NEEA) and the City of Seattle. The new metric represents a significant shift in how HVAC design will meet code requirements. Utility programs can also leverage TSPR as a measure to determine energy savings and incentive amounts for HVAC retrofits. This paper describes the efforts by NEEA and its collaborators to prepare the market for TSPR adoption in code. This paper provides the pilot projects led by University of Washington Integrated Design Lab (IDL) to understand potential issues that could be faced by early adopters. This paper also covers how training and outreach provide engagement opportunities that can streamline code compliance, help address issues faced by early adopters and promote participation in utility programs. As Washington State works on the goals of 70% energy reduction and zero fossil-fuel greenhouse gas emission homes and buildings by the year 2031 , system level performance metrics will likely become increasingly more necessary and prevalent. This paper concludes that the HVAC TSPR requirement helps familiarize the HVAC industry with this approach and helps Washington achieve its long-term goals.

Liu, Bing↗

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↗

Ductless Heat Pump Energy Monitoring in a Cold Climate

In 2018, the City and Borough of Juneau, Alaska set the goal of reaching 80% renewable energy for heating and transportation by 2045. An important factor to help reach this goal is finding energy efficiency home heating technologies such as ductless air source heat pumps (DHPs), which rely on the local hydropower electric grid to provide space heating for an entire home or a main living area. To help residents reduce energy costs and move toward the community renewable energy goal, a team of local, state, and national partners joined to run Thermalize Juneau 2021, an energy campaign that provided education, a simplified installation process, and a bulk purchase discount. Overall, the campaign enrolled 165 participants, resulting in 75 DHP installations and over 30 energy efficiency improvements. To evaluate the reliability and energy use of the DHPs installed during the Thermalize Juneau campaign, researchers installed energy monitors on heat pumps of 14 participants and conducted interviews with homeowners. Data from two heating seasons (2021-2022 and 2022-2023) has allowed researchers to examine the accuracy of pre-campaign energy savings predictions, establish energy savings for a small group of households, and provide insights on the energy use and occupant satisfaction of DHPs which will help to inform future heat pump deployment efforts in the area.

air source heat pump↗

Ductless Heat Pump Energy Monitoring in a Cold Climate

In 2018, the City and Borough of Juneau, Alaska, set the goal of reaching 80% renewable energy for heating and transportation by 2045. An important factor to help reach this goal is energy-efficient home heating technologies such as ductless air- source heat pumps (DHPs), which rely on the local hydropower electric grid to provide space heating for an entire home or a main living area. To help residents reduce energy costs and move toward the community renewable energy goal, a team of local, state, and national partners joined together to run Thermalize Juneau 2021, an energy campaign that provided education, a simplified installation process, and a bulk purchase discount. Overall, the campaign enrolled 165 participants, resulting in 75 DHP installations and over 30 other energy efficiency improvements. To evaluate the reliability and energy use of the DHPs installed during the Thermalize Juneau campaign, researchers installed energy monitors on heat pumps of 14 participants and conducted interviews with homeowners. Data from two heating seasons (2021-2022 and 2022-2023) allowed researchers to examine the accuracy of pre-campaign energy savings predictions, establish energy savings for a small group of households, and provide insights on the energy use and occupant satisfaction of DHPs, which will help inform future heat pump deployment efforts in the area.

air source heat pump↗

Demand Response in Residential Energy Code: Technical Brief

As buildings account for over 75% of U.S. electricity use, effectively managing their loads can greatly facilitate the transition towards a clean, reliable grid. Grid-interactive efficient buildings (GEBs) combine efficiency and demand flexibility with smart technologies and communication to provide occupant comfort and productivity while serving the grid as a distributed energy resource (DER). In turn, GEBs can play a key role in ensuring access to an affordable, reliable, sustainable, and modern U.S. electric power system. Their national adoption could provide $\$$100-200 billion in U.S. electric power system cost savings over the next two decades. The associated reduction in CO 2 emissions is estimated at 6% per year by 2030 (DOE 2021). Building codes represent standard design practice in the construction industry and continually evolve to include advanced technologies and innovative practices. Historically, national model energy codes establish minimum efficiency requirements for new construction (ICC 2020). Expanding codes to support GEB capabilities is a pivotal step towards realizing demand flexibility in support of a clean grid by addressing capabilities to improve interoperability between smart building systems, the grid, and renewable energy resources. Realizing GEBs requires buildings with automated demand response (DR) capabilities that enable standardized communication with or control of, subject to explicit consumer consent, energy smart appliances or home energy management systems. This is achieved through direct or indirect (i.e., via an aggregator) communication between appliances and the electric grid. Energy codes can also support DR communication standardization and advance the deployment of building-integrated DERs such as energy storage, generation, and electric vehicles (EVs). Incorporating automated DR capabilities in energy codes provides many benefits to the consumers. Specifically, it aligns building electric load demand with intermittent renewable energy source availability, decreases peak load on the electric grid, allows buildings to respond to utility price signals, supports electrical network reliability and market growth of products and processes aligned with clean economic growth. The incorporation of DR into the model residential energy codes was considered for both the 2021 and 2024 International Energy Conservation Code (IECC) code development cycles. The approved DR measures in the 2021 cycle were removed in response to appeals (ICC 2020). Updated language was presented for consideration again for the 2024 IECC, where it was negotiated and again approved, and again removed in response to appeals (ICC 2024). This resulted in many sections, including sections on demand responsive controls, being moved to the credits options or an appendix as a voluntary application. This technical brief updates the proposed DR components such that they can be considered by states and local governments for direct incorporation into their codes, as well as for future IECC energy code development. The proposal refinements are intended to support consistency in approach and provide a degree of certainty for building owners, designers, contractors, manufacturers, and building and fire safety professionals. The scope of this technical brief includes three strategies for DR in residential buildings: 1) smart thermostats with demand-responsive control, 2) electric water heating incorporating demand-responsive controls and communication and 3) grid Integrated solar and energy storage systems.

2021 IECC↗

ResStock Measure Documentation: Residential Two-Stage Geothermal Heat Pump (4.0 COP, 20.5 EER) With Envelope Improvements and Advanced Air Sealing

The goal of this work is to develop energy efficiency, demand flexibility, and other retrofit end-use load shapes (electricity, gas, propane, or fuel oil) that cover a majority of the high-impact, market-ready (or nearly market-ready) measures. "Measures" refers to retrofits that can be applied to buildings during modeling. An "end-use savings shape" is the difference in energy consumption between a baseline building and a building with an energy efficiency, demand flexibility, or other retrofit measure applied. It results in a time-series profile that is broken down by end use and fuel (electricity or on-site gas, propane, or fuel oil use) at each time step. ResStock is a highly granular, physics-based, bottom-up model that uses multiple data sources, statistical sampling methods, and advanced building energy simulations to estimate the annual subhourly energy consumption of the residential building stock across the United States. The baseline model intends to represent the U.S. residential building stock as it existed in 2018. Technical documentation for the inputs and assumptions in the baseline building stock model is available in Reyna et al. (2025). Calibration and validation of the baseline model results are available in the final technical report of the End-Use Load Profiles project (Wilson, et al. 2022). This document focuses on a single end-use savings shape measure: Residential Two-Stage Geothermal Heat Pump (GHP) (4.0 COP, 20.5 EER) With Envelope Improvements. This measure combines a two-stage GHP with envelope improvements as a single package. As this package is a combination of two other measures, this document focused on documenting the results associated with this combination of technologies, with individual measure documents for two-stage GHPs and envelope improvements providing the information on the details of these measures. When the two technologies are combined, envelope improvements can modestly reduce energy consumption by a further 10%-15%, but also reduce the required size of the ground heat exchanger and heat pump by approximately 33% on average across all sites. The cost of installing envelope improvements in these homes is likely to be more than paid for by the reduction in equipment and drilling costs in these buildings for the majority of the stock.

15 GEOTHERMAL ENERGY↗