Puerto Rico Low-to-Moderate Income Rooftop PV and Solar Savings Potential
This is a presentation on Low-to-Moderate Income Rooftop PV and Solar Savings Potential in Puerto Rico.
41 EE - Solar Energy Technologies Office (EE-4S)↗
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Data-Driven Understanding of Low-to-Moderate Income Customers’ Adoption and Financial Qualification in Community Solar
Through this project, we sought to gather a body of customer data that either proved or disproved our assumption that metrics other than FICO can and should be used to qualify customers for community solar. Using customer data on income, FICO scores, and utility/rent/cell phone repayment history, we developed an alternative metric in order to test in the market at a small scale whether new qualifying metrics could open the shared solar market up to millions of additional households. We demonstrate that the EnergyScore is both more accurate in qualifying customers that will not default, and more inclusive in qualifying low to moderate income households. We are now in the process of utilizing the EnergyScore in a number of pilot projects, building a robust dataset of customer churn and default, and subsequently disseminating this data to more traditional and larger scale financiers and solar developer partners to change the way potential customers are qualified.
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Data-Driven Understanding of Low-to-Moderate Income Customers’ Adoption and Financial Qualification in Community Solar (Final Technical Report)
When Solstice began working in the community solar industry, it quickly became clear that there was a wide disparity along race and class lines in terms of what kind of household traditional solar offerings benefited. Solstice is an organization that aligns itself to the principles of a Just Transition, or the concept that a transition to a green economy should benefit and prioritize historically marginalized groups of people. Given that low-income communities are disproportionately burdened by our current polluting fossil fuel economy, Solstice set out to investigate the root causes of the exclusion of low to moderate income (LMI) households in the community solar market. As we worked more and more with financiers, developers, and LMI households, we recognized that significant barriers to entry in a developer-owned project were credit threshold requirements. A FICO score of 750 and higher discriminates against LMI households that are not financially stable enough to take on multiple lines of credit (or who may not have been deemed credit worthy enough to access a line of credit) yet who may have been reliable utility customers. As Solstice began looking further into preliminary data and speaking to community-based organizations (CBOs) that serve LMI households, we found our hypothesis to be worth investigating; there was indeed a subset of LMI households with poor FICO scores (or no FICO score at all) that had perfect bill payment history. Though initially Solstice was intent on gathering a body of data to prove or disprove this hypothesis, we were also concerned that all this proof of a financially stable and reliable customer was not being incorporated into FICO, and wondered if such a score would be possible. After preliminary research into the existence of alternative scores, Solstice realized that many mission-driven lending institutions rely on alternative metrics that are formulated for their specific industry. However, we also realized that community solar did not have an alternative credit underwriting mechanism, though there was great need from solar financiers for one. We anticipated that the creation of an EnergyScore would contribute to financiers’ need to qualify more people, as these entities are desperately looking for ways to lower the cost of customer acquisition. FICO turns away nearly 50% of potential customers (according to our own acquisition experience), and much of the community solar industry is realizing that FICO is not the perfect qualifying mechanism. Additionally, with a grounding in energy justice, just transitions, and climate justice, Solstice recognizes the need for a solution that addresses a more urgent need for LMI households to access renewable energy savings and relieve energy burdens. With funding from the Department of Energy, we gathered the data necessary to build the EnergyScore, reached out to mission-driven developers willing to test the metric, and secured several demonstration projects to pilot the EnergyScore. After acquiring customers for these demo projects using the EnergyScore, we will be continuously collecting customer payment behavior data. Though it goes beyond the scope of this project, we plan to disseminate this de-identified data with the wider community solar industry, which includes not only financiers and developers, but other mission-driven nonprofits, solar cooperatives, community-based organizations, environmental justice activists, and academics. While we intend to disprove the notion that LMI households cannot be included in projects without acutely increasing the risk to project finances, we also hope the data can be used to negotiate better pricing of systems and terms of ownership for community groups seeking to build inclusive projects.
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Residential Solar-Adopter Income and Demographic Trends: 2021 Update [Slides]
The report describes income, demographic, and other socio-economic trends among U.S. residential rooftop solar adopters. The report is based on data for roughly 1.9 million residential rooftop solar systems installed through 2019, representing 82% of all U.S. systems. With its unique size, geographic scope, and level of detail, this report is intended to serve as a foundational reference document for policy-makers, industry stakeholders, and researchers. Key findings include the following: Solar adopters generally skew towards higher incomes, though that trend continues to diminish over time. Solar adopter incomes vary considerably and encompass many low-to-moderate income (LMI) households. Solar-adopter incomes are consistently higher for systems paired with battery storage, for host-owned systems, and for systems installed on single-family homes. Solar adopters differ from the broader U.S. population in terms of a variety of other demographic and socioeconomic measures. State-level comparisons indicate that solar-adopters tend to live in neighborhoods with relatively high non-Hispanic White and Asian populations, and with relatively low Hispanic and Black populations. In conjunction with the report, Berkeley Lab has published an updated accompanying set of online data visualizations that allow users to further explore the underlying data. Berkeley Lab is also offering related analytical support to states, local agencies, and other organizations on issues related to solar adoption among low-to-moderate income households.
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The Solar Influencer Next Door: Predicting Low-Income Solar Referrals and Leads
Increasing the adoption of solar among low-to-moderate income (LMI) households remains an important policy goal because of its promise to simultaneously reduce energy burden and support the just distribution of benefits of renewable energy. However, scaling LMI solar remains challenging due to affordability and access issues. Most existing LMI adoption has occurred under public-funded programs, highlighting the importance of increasing the cost-effectiveness of these programs at scale. We develop a new household-level data set on LMI solar lead acquisition, referrals, and adoption to understand the processes through which LMI solar uptake has occurred in California. Then, we develop models to predict two sub-mechanisms in the solar adoption process: whether an otherwise qualified lead becomes "lost" i.e. non-responsive to outreach and, for existing clients, whether they refer solar to others. For the program analyzed, participants received their solar system at no cost, which deemphasizes economic drivers of solar adoption and could differ from other program experiences. Both models substantially improved the accuracy of prediction relative to a baseline. Overall, we find that peer effects and solar economics are important to predicting referrals, and household demographic factors in lead loss prediction. Finally, we find that referrals are both the highest quality and largest source of LMI solar leads, providing a promising mechanism to expand LMI programs further.
customer acquisition costs↗
Residential Solar-Adopter Income and Demographic Trends: November 2022 Update [Slides]
The report describes income, demographic, and other socio-economic trends among U.S. residential rooftop solar adopters. The report is based on address-level data for roughly 2.8 million residential rooftop solar systems installed through 2021, representing 86% of all U.S. systems. With its unique size, geographic scope, and level of detail, this report is intended to serve as a foundational reference document for policy-makers, industry stakeholders, and researchers. Key findings include the following: -Median solar adopter income was about $\$110$k/year in 2021, compared to a U.S. median of about $\$63$k/year for all households and $\$79$k/year for all owner-occupied households -The degree of income skew varies significantly across all states, but all states exhibit some positive income skew, with median solar-adopter incomes ranging from 131-168% of the respective county-median income for all households -Notwithstanding the fact that solar adopter incomes skew high, a substantial share of adopters could be considered low-to-moderate income (LMI), with 22% of all 2021 adopters earning less than 80% of area median income, and an additional 21% between 80% and 120% of area median income. -Solar-adopter incomes are declining over time, with median incomes dropping from $\$129$k in 2010 to $\$110$k in 2021, as adoption becomes more proportionately distributed across the population and has started to broaden into low- and middle-income states since 2016. -Solar-adopter incomes are consistently higher for systems paired with battery storage, for host-owned systems, and for systems installed on single-family homes; higher income adopters also consistently install larger systems. -Solar adopters tend to live in Census Tracts not identified as “disadvantaged communities” (using the U.S. Department of Energy’s interim definitions developed March 2022), making up 11% of adopters compared to 18% of U.S. households. -Compared to the broader population, solar adopters tend to: identify as Non-Hispanic White, be primarily English-speaking, have higher education levels, be middle-aged, work in business and finance-related occupations, and live in higher-value homes In conjunction with the report, Berkeley Lab has published an updated accompanying set of online data visualizations that allow users to further explore the underlying data. Berkeley Lab is also offering related analytical support to states, local agencies, and other organizations on issues related to solar adoption among low-to-moderate income households; requests for analytical support may be submitted through this online form.
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Residential Solar-Adopter Income and Demographic Trends: 2022 Update
The report describes income, demographic, and other socio-economic trends among U.S. residential rooftop solar adopters. The report is based on data for roughly 1.9 million residential rooftop solar systems installed through 2019, representing 82% of all U.S. systems. With its unique size, geographic scope, and level of detail, this report is intended to serve as a foundational reference document for policy-makers, industry stakeholders, and researchers. Key findings include the following: -Solar adopters generally skew towards higher incomes, though that trend continues to diminish over time. -Solar adopter incomes vary considerably and encompass many low-to-moderate income (LMI) households. -Solar-adopter incomes are consistently higher for systems paired with battery storage, for host-owned systems, and for systems installed on single-family homes. -Solar adopters differ from the broader U.S. population in terms of a variety of other demographic and socioeconomic measures. -State-level comparisons indicate that solar-adopters tend to live in neighborhoods with relatively high non-Hispanic White and Asian populations, and with relatively low Hispanic and Black populations.
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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.
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DOE Lessons Learned Report GRID Impact Fund Platform
Analysis of the landscape of Program Related Investing in Low-to-Moderate Income dedicated solar projects
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PV Rooftop Database for Puerto Rico (PVRDB-PR)
The National Renewable Energy Laboratory's (NREL) PV Rooftop Database for Puerto Rico (PVRDB-PR) is a lidar-derived, geospatially-resolved dataset of suitable roof surfaces and their PV technical potential for virtually all buildings in Puerto Rico. The dataset can be downloaded at the AWS S3 explorer page. The GitHub documentation page provides a description of the dataset with methods and assumptions. The Puerto Rico Solar-For-All dataset provides Census Tract level estimates of residential low-to-moderate income (LMI) PV rooftop technical potential as well as solar electric bill savings potential for LMI communities at the municipality level.
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Residential Solar-Adopter Income and Demographic Trends: 2023 Update [Slides]
The report describes income, demographic, and other socio-economic trends among U.S. residential rooftop solar adopters. The report is based on address-level data for roughly 3.4 million residential rooftop solar systems installed through 2022, representing 86% of all U.S. systems. With its unique size, geographic scope, and level of detail, this report is intended to serve as a foundational reference document for policy-makers, industry stakeholders, and researchers. Key findings include the following: (1) Median solar adopter income was about $\$117$k/year in 2022, compared to a U.S. median of about $\$69$k/year for all households and $\$86$k/year for all owner-occupied households; (2) The degree of income skew varies significantly across all states, but all exhibit some positive income skew relative to all households in the state, with median solar-adopter incomes ranging from 108-180% of the respective state-median income for all households; (3) Roughly 45% of solar adopters in 2022 had incomes below 120% of their area median income (AMI), a threshold sometimes used to define “low-and-moderate income” (or LMI), while 23% were below 80% of AMI, often used to define “low-income”; (4) Solar adoption continues to shift toward less affluent households, with the median current income of solar adopters dropping from $\$140$k for households that installed systems in 2010 to $\$117$k in 2022; (5) PV systems installed in 2022 by households earning less than $50k had a median size of 6.1 kW, 34% were third-party owned, and 5% included battery storage, compared to corresponding values of 7.6%, 17%, and 15% for households earning more than 200 dollars k; and (6) Compared to all households in their respective state, solar adopters tend to be negligibly more rural; have higher home values; and are more likely to be college educated, identify as non-Hispanic white, live outside a disadvantaged community (DAC), be middle-aged, work in a business or financial occupation, and own a single-family home In conjunction with the report, Berkeley Lab has published an updated accompanying set of online data visualizations that allow users to further explore the underlying data. Berkeley Lab is also offering related analytical support to states, local agencies, and other organizations on issues related to solar adoption among low-to-moderate income households.
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Residential Solar-Adopter Income and Demographic Trends: 2024 Update [Slides]
The report describes income, demographic, and other socio-economic trends among U.S. residential rooftop solar adopters. The report is based on address-level data for roughly 4.1 million residential rooftop solar systems installed through 2023, representing 87% of all U.S. systems. With its unique size, geographic scope, and level of detail, this report is intended to serve as a foundational reference document for policy-makers, industry stakeholders, and researchers. Key findings include the following: -The median income of households that installed solar in 2023 was about $\$$115k/year, compared to a U.S. median of $\$$75k/year for all households and $\$$94k/year for all U.S. owner-occupied households. -Compared to owner-occupied households in the same state, 2023 solar-adopter incomes were 7% higher in the median case, and in 10 states, median solar-adopter incomes were below the corresponding median income for all owner-occupied households. -Roughly 49% of solar adopters in 2023 had incomes below 120% of their area median income (AMI), a threshold sometimes used to define “low-and-moderate income” (or LMI), while 26% were below 80% of AMI, often used to define “low-income”. -Solar adoption continues to shift toward less affluent households over time, with the median present-day income of solar adopters dropping from $\$$141k for households that installed systems in 2010 to $\$$115k in 2023. -PV systems installed in 2023 by households earning less than $\$$50k had a median size of 6.4 kW, 33% were third-party owned, and 6% included battery storage, compared to corresponding values of 8.0 kW, 18%, and 14% for households earning more than $\$$200k. -Compared to all households in their respective state, solar adopters in 2023 were slightly more likely to be college educated and to live in rural areas; had higher home values; and were more likely to live outside a disadvantaged community (DAC), be middle-aged, identify as non-Hispanic white, work in a business or financial occupation, and own a single-family home. In conjunction with the report, Berkeley Lab has published an updated accompanying set of online data visualizations that allow users to further explore the underlying data. Berkeley Lab is also offering related analytical support to states, local agencies, and other organizations on issues related to solar adoption among low-to-moderate income households; requests for analytical support may be submitted through this online form.
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A System Approach to Deep Heating Savings Through Measurement, Management, and Motivation
Across multi-tenant commercial office and multifamily buildings, centrally metered fuel use represents a substantial fraction of whole-building energy use. Energy audit practitioners understand that improving heating distribution efficiency is typically more of an opportunity than combustion efficiency and that differing thermal comfort preferences between tenants are the bane of operators across these building typologies. There is an unmet market need for retrofit technologies that allow for the delivery of the right amount of heat to the right spaces, at the right time. The Energy Management and Information System (EMIS) package fills this gap through enhanced controls and metering, incorporating low-cost sensors and wireless communication infrastructure to provide a platform for ongoing commissioning and tenant feedback, including heat cost allocation. With support from the US DOE Building Technologies Office, Steven Winter Associates, Inc. (SWA) partnered with Sentient Buildings, E Source, building owners, and utility and policy stakeholders, to demonstrate a market viable EMIS that achieves a reduction in space heating energy use by reducing heating load, improving control, and positively impacting behavior while providing an acceptable financial return. In this study, EMIS packages were implemented in two New York City multifamily rental buildings. Both buildings conducted basic mechanical work (e.g., repairing steam traps) to ensure the heating system was operating well before any tenant feedback was layered in. Heating Energy Use Reports (HEUR) were created to provide tenants with social comparisons and energy savings tips to influence their behavior; these were provided monthly to all tenants in both buildings. Additionally, one building allocated heating costs to a portion of the tenants. Heat cost allocation (HCA) has a long history in the European Union (EU), although it is not common in the US or in steam-heated buildings. SWA leveraged existing EU best practices and stakeholder feedback to develop a Heat Cost Allocation algorithm that was considered equitable and intuitive. Energy use and tenant behavior impacts were tracked throughout the study. The basic mechanical repair work saved between 11-20% of heating energy. Those savings rose to 17-24% with the addition of tenant feedback. While it may not be possible to precisely determine the impact of COVID-19 on research studies like this, there may have been additional savings realized had the study taken place in a period of normal occupancy patterns. These types of central heating systems have been a blind spot for utilities, who have traditionally had little visibility into detailed behind-the-meter gas usage. Heating energy savings stayed consistent during the coldest months, indicating the potential for utilities to utilize EMIS packages for peak gas demand reductions or demand response programs. Tenant comfort was also improved. Post installation, room temperatures more closely matched thermostat set points. Perhaps due to this greater level of control, the vast majority of tenants being billed for heating were accepting of the allocation costs. And tenants receiving heat cost allocations were more likely to reduce their thermostat setpoints than tenants receiving behavioral feedback without financial impacts were. Variation in building specifics makes it difficult to provide precise energy and financial savings estimates. But within the range of expected conditions, the study identified a few key variables that can have the greatest impact on financial returns: the cost of fuel, the ability and willingness to allocate heating costs to tenants, and a well-functioning heating system as a starting point. This study focused on two multifamily buildings, but additional use cases, such as commercial buildings and affordable housing, should be explored to better understand the full market potential. While this type of upgrade has the potential for deep energy reductions and cost savings, future projects should take into account the balance of costs and benefits between owners and tenants, especially in the affordable, regulated, or other low-to-moderate income (LMI) segments of the market. Rent credits, utility allowances, or a shared savings program are possible options to accelerate adoption of this strategy in these market segments.
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Renewable Energy Resource Assessment Information for the United States
The Renewable Energy Resource Assessment Information for the United States report summarizes the results of nearly 30 national renewable energy resource assessments performed by the U.S. national laboratories since 2012. Included are assessments for solar, wind, biomass, marine, geothermal, and hydropower energy resource technologies. Increased attention is given to the renewable energy resources available near federally recognized Tribal Nations and low-to-moderate income households, where assessed.
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Catalyzing the Mass Adoption of High Efficiency Technologies in the Multifamily Housing Market
ICAST’s objective was to catalyze the adoption of very-high-efficiency (VHE) heat pump HVAC (mini-splits) and water heaters (HPWH) in multifamily (MF), especially affordable housing (MFAH). Nationally, the market penetration of ENERGY STAR-certified ASHPs is estimated at 43%, and for HPWHs it’s 3% (ENERGY STAR, 2022). Note that mini-splits are a much more practical choice for MF units than ducted systems and their adoption is only a portion of the number provided above, but isolating the market penetration data for mini-split systems is difficult. Both the heat pump-based HVAC and water heater systems can be approx. three times more efficient than their conventional counterparts for space and water heating. While awareness and adoption of VHE heat pumps has been growing nationally, and electric heat pump systems have outsold gas furnaces for two years in a row, the MF segment continues to lag behind single-family. MF constitutes almost a third of the housing in the U.S., so scaling up VHE adoption in this segment can assist in achieving critical climate change goals, while preserving housing affordability for the low-to-moderate income (LMI) population (historically, 85% of residents of MF are LMI).
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Technical Potential and Meaningful Benefits of Community Solar in the United States
The report describes the methodology and results from a study on the technical potential of community solar and associated meaningful benefits. A key finding of the study suggests that the opportunity space for community solar to meet unmet demand for solar energy is not primarily constrained by technical potential, but by technological, market, and policy factors. NREL used rooftop and ground-mount photovoltaic siting data to model annual energy production from community solar based on various constraints and system performance. Given modeled results and community solar deployment, we discuss potential benefits including household savings, low-to-moderate income household access to solar, resilience and grid benefits, community ownership, workforce development and entrepreneurship as well as insights into community solar siting opportunities.
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LMI Solar Context for WAP
Low-to-moderate income (LMI) households represent 43% of the U.S. population and spend disproportionately more of their income on energy. Solar has been disproportionately adopted by high-income households. Increasing interest in policy interventions to include LMI households and create more equitable solar access.
ENERGY PLANNING, POLICY, AND ECONOMY↗
Achieving Scale: Community Solar Technical Potential and Meaningful Benefits in the United States
The slide deck was presented at the webinar on February 28th titled Achieving Scale: Community Technical Potential and Meaningful Benefits in the United States. It describes the National Community Solar Partnership program followed by methodology and results from a study on the technical potential of community solar and associated meaningful benefits. A key finding of the study suggests that the opportunity space for community solar to meet unmet demand for solar energy is not primarily constrained by technical potential, but by technological, market, and policy factors. NREL used rooftop and ground-mount photovoltaic siting data to model annual energy production from community solar based on various constraints and system performance. Given modeled results and community solar deployment, we discuss potential benefits including household savings, low-to-moderate income household access to solar, resilience and grid benefits, community ownership, workforce development and entrepreneurship as well as insights into community solar siting opportunities.
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