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Low-Income Energy Affordability Data - LEAD Tool - 2022 Update

The Low-Income Energy Affordability Data (LEAD) Tool was created by the Better Building's Clean Energy for Low Income Communities Accelerator (CELICA) to help state and local partners understand housing and energy characteristics for the low- and moderate-income (LMI) communities they serve. The LEAD Tool provides estimated LMI household energy data based on income, energy expenditures, fuel type, housing type, and geography, which stakeholders can use to make data-driven decisions when planning for their energy goals. From the LEAD Tool website, users can also create and download customized heat-maps and charts for various geographies, housing, energy characteristics, and population demographics and educational attainment. Datasets are available for 50 states plus Puerto Rico and Washington D.C., along with their cities, counties, and census tracts, as well as tribal areas. The file below, "01. Description of Files," provides a list of all files included in this dataset. A description of the abbreviations and units used in the LEAD Tool data can be found in the file below titled "02. Data Dictionary 2022". A list of geographic regions used in the LEAD Tool can be found in files 04-11. The Low-Income Energy Affordability Data comes primarily from the 2022 U.S. Census American Community Survey 5-Year Public Use Microdata Samples and is calibrated to 2022 U.S. Energy Information Administration electric utility (Survey Form-861) and natural gas utility (Survey Form-176) data. The methodology for the LEAD Tool can viewed below (3. Methodology Document). For more information, and to access the interactive LEAD Tool platform, please visit the "10. LEAD Tool Platform" resource link below. For more information on the Better Building's Clean Energy for Low Income Communities Accelerator (CELICA), please visit the "11. CELICA Website" resource below.

AMI↗

Grid-connected heat pump water heater benefits for low-income households in the Southeastern United States

Energy efficient heat pump water heaters (HPWHs) reduce customer energy costs; grid-connected controls further increase HPWH value by enabling energy storage and shifting demand to cheaper, off-peak periods. However, a HPWH’s first cost premium can put it out of reach for low-income customers. This paper will present results of an ongoing study exploring the benefits of load shifting HPWHs for 24 low-income households, aiming to support increased product deployment in this demographic. The study uses EcoPort modules to shift HPWH load for a study sample consisting primarily of low-income adults and seniors in North Carolina. Building upon prior studies, the study’s HPWH operating schedules are designed to maximize shifted energy and minimize participant electricity costs based on local time-of-use rates. The study documents load profiles of grid-connected HPWHs in a less-studied demographic group and explores how certain groups may have particularly flexible loads due to their unique usage profiles. The results are relevant for HPWH product performance in the Southeast. The study will quantify HPWH load shifting performance during North Carolina’s hot summer, temperate shoulder, and occasionally sub-freezing winter seasons, and the study includes installations in conditioned, semi-conditioned, and unconditioned spaces. Finally, study results will also explore how controlled HPWHs can provide value to the regional grid by reducing seasonal peaks via demand response. Lessons learned include HPWH acceptance for low-income and senior users, best practices for maintaining HPWH connectivity among users without prior product experience, and strategies to leverage remote monitoring to ensure optimal operation and enhance HPWH reliability.

Urigwe, Daniela↗

A Clean Energy Deployment Baseline for the Energy Community and Low-Income Tax Credit Bonuses [Slides]

The Inflation Reduction Act of 2022 introduced, for the first time, place-based federal tax incentives for projects sited in “Energy Communities,” potentially changing the economic calculus of where projects are best sited. Storage projects can qualify for a 10-percentage-point bonus to the Investment Tax Credit (e.g., from 30% to 40%), while wind and solar projects may qualify for either the ITC bonus or a 10% bonus to the Production Tax Credit (e.g., from $\$27.5$ to $\$30.25$/MWh). Energy Communities are areas with historical ties to fossil fuel industries and above average unemployment levels (FFEU), with closed coal mines or power plants, or contaminated properties. They seek to identify locations across the US that could especially benefit from economic revitalization. This report explores how the new federal tax credit incentives are impacting clean energy deployment patterns and establishes historical baselines against which future changes can be compared. We include a few case studies of clean energy projects going specifically to areas that were recently impacted by coal power plant closures to provide concrete examples of investments in Energy Communities. However, this publication does not assess how much of the incentive benefits pass from clean energy developers to hosting communities, nor does it offer a comprehensive view of the economic effects of clean energy deployment on Energy Communities. Key highlights include: - As clean energy projects take multiple years to conceptualize and develop, it is likely too early to see shifts towards Energy Community locations either among newly built projects or those that entered interconnection queues in 2023. - Approximately 35% of onshore wind, 50% of solar, and 60% of storage capacity built in 2023 and the first half of 2024 are located in Energy Communities, making them likely eligible for bonus incentives. While these bonus incentives were not available to projects coming online before 2023, we used 2023 Energy Community definitions to classify whether past projects were built in what is now considered an Energy Community. The deployment levels for 2023-2024 are similar to recent years (2020-2022) for solar and storage but slightly lower for wind. - Clean energy capacity has surged in the interconnection queues over the last few years, with about 45-50% of both recently proposed and total queued capacity being located in Energy Communities. While the amount of capacity in Energy Communities has also grown, its relative share is either stable (solar and storage) or slightly lower (wind) among projects that entered the queue in 2023. - Clean energy projects can be built at lower costs in Energy Communities. The levelized cost of energy after incentives was on average $\$9$/MWh (24%) lower for solar projects and $\$2$/MWh (6%) lower for wind projects built in 2023, relative to projects not located in Energy Communities. Wholesale electricity values at Energy Community locations relative to the rest of the market vary by region. The average value was often higher for wind projects (-$\$3$ to $\$11$/MWh) but lower for solar projects (-$\$6$ to 0/MWh). - Distributed solar that is owned by commercial entities is eligible for the Energy Community bonus and also, potentially, a Low-Income Community bonus. Residential solar installations in qualifying Energy Communities that are third-party owned represent about 10% of the total residential market. Larger commercial and industrial solar installations in Energy Communities make up 17% of the total market in 2023. Nearly 2 GW of distributed solar was built in areas qualifying as Low-Income Communities in 2023, exceeding the available annual program cap of 700 MW. Continued tracking of these trends will be important for system planners, investors, and local communities.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Solar Pathways in Federal Energy Assistance Programs: Expanding Low Income Home Energy Assistance Program (LIHEAP) and Weatherization Assistance Program (WAP)

How can solar best fit within your LIHEAP or WAP activities? Come join NREL and learn about the various pathways and new resources available to help implement solar in low-income programs. Panelists will share results from a multi-year research project, including survey results on LIHEAP and WAP solar adoption across the United States. This session will highlight case studies from early implementers, key lessons learned and resources developed based on stakeholder feedback for interested organizations. Attendees can expect gain a better understanding of the perceived barriers and opportunities to solar implementation, including the importance of partner coordination and complementary funding sources, and the next steps for how to get started. Additionally, attendees will hear from a local implementer of solar in WAP about their program and process.

Colorado↗

Accessible Training and Shared Capitalization Platforms for Low-Income Solar Finance

From March 2020 through November 2023, the University of New Hampshire Carsey Center for Impact Finance and its partners worked to create accessible training programs and shared capitalization platforms to enable community finance institutions – such as credit unions, community banks, and Community Development Financial Institutions (“CDFI”s) – to expand their engagement in solar finance in low-income communities.

14 SOLAR ENERGY↗

Challenges and Opportunities for Basic Efficiency Measures in Low-Income Homes: A Southeast Alaska Case Study

Juneau, Alaska, is the state's capital city and aims to reach 80% renewable energy for the space heating and transportation sectors by 2045. This goal highlights a need to electrify both sectors to take advantage of the inexpensive hydropower available from the local electric utility, Alaska Electric Light and Power. To that end, researchers examined the feasibility of deploying storm windows via a case study of installing storm windows in two local low-income homes. Newer models of storm windows provide an extra layer of insulation over existing windows while preserving operability and views. They can also improve comfort and reduce noise. In addition to conducting pre- and post-installation air leakage tests, energy monitoring, and occupant interviews, researchers worked with the regional housing authority and a local builder to install the storm windows and replace inoperable windows in the two houses in 2021. The team encountered several challenges, including a lack of egress windows, energy data from a wide variety of heating systems, extremely leaky homes, and installation issues, such as windows that were not square. These results point to several barriers to the widespread deployment of window upgrades in the area and open the door to opportunities to design deployment programs that improve safety and efficiency.

cold climate↗

Challenges and Opportunities for Basic Efficiency Measures in Low-Income Homes: A Southeast Alaska Case Study

Juneau, Alaska is the state's capital city and has a renewable energy goal to reach 80% renewable energy for the space heating and transportation sectors by 2045. In practical terms, this indicates a need to electrify both sectors, to take advantage of the inexpensive hydropower available from the local electric utility, Alaska Energy Light & Power. In an effort to complement and enable electrification, researchers examined the feasibility to deploy storm windows via a case study of installing storm windows in two local low-income homes. Newer models of storm windows provide an extra layer of insulation over existing windows, while preserving operability and views. They can also improve comfort and reduce noise. Researchers worked with the regional housing authority and a local builder to install the storm windows and replace inoperable windows in the two houses in 2021, in addition to conducting pre- and post-installation air leakage tests, energy monitoring, and occupant interviews. The team encountered several challenges, including a lack of egress windows, energy data from a wide variety of heating systems, extremely leaky homes, and installation issues such as windows that were not square. These results point to several barriers to widespread deployment of storm windows in the area, but also open the door to opportunities to design deployment programs that improve safety as well as efficiency.

cold climate↗

Income Verification Strategies for Income-Based Solar Programs

The Inflation Reduction Act has created substantial new programs that support adoption of solar power by low-income households, including the $7 billion Solar For All program and the Low-Income Communities Bonus Credit Program, which increases the investment tax credit for certain types of deployment. In addition, a growing number of states are using solar programs to reduce energy burdens and create energy justice opportunities for low-income households and disadvantaged communities. Verifying the income of participating customers is an important component of these programs. Program managers are seeking strategies to verify a large number of subscribing customers in an accurate, timely, and cost-efficient manner. To help inform program managers, Berkeley Lab investigated how a number of energy and non-energy programs manage income verification. The most common approach is to require proof through tax documents, pay stubs, or other formal income documentation, which can pose an impediment to enrolling eligible customers and create a paperwork burden for administrators. In order to reduce the burden for both the applicant and the program manager, some programs use alternative methods. We identify three common alternative verification methods: -Categorical eligibility: Customers enrolled in other, similar income-verified assistance programs are automatically eligible for enrollment in other income-qualified programs. -Geographic eligibility: Eligibility is based on the customer’s location within a specified area, typically a low-income or disadvantaged community or census tract, and; -“Self-attestation”: The participant claims eligibility with or without further documentation. We describe these options, their pros and cons, give examples of how they are used, and explore how some low-income programs address administrative issues, audits, or other quality control measures. Finally, we explore the risk of mistaken verifications (finding a participant eligible when they are not) in the different strategies. While this memo was initiated by a request relating to income-based community solar programs, the methods are applicable to any program with income eligibility requirements in the energy or non-energy sector. Funding was provided for this research by the Solar Energy Technologies Office of the US Department of Energy, through the National Community Solar Partnership.

14 SOLAR ENERGY↗

Cost-Benefit Analysis For Indonesia Building Sector: Whole-Building Cooling Solutions

The Net Zero World (NZW) Initiative Collaborative Work Program with the Government of Indonesia (GoI) includes technical assistance and investment mobilization facilitation to accelerate deployment of energy efficiency technologies and solutions for the building sector. A February 2023 U.S.–Indonesia Joint Workshop on Decarbonizing the Building Sector yielded a NZW Indonesia Building Decarbonization Working Group (NZW IBDWG) with four sub-working groups (SWG): SWG-A National Center, SWG-B Capacity Building, SWG-C Investment and Financing, and SWG-D Pilot Projects. Technical analysis of whole-building cooling solutions for tropical climates of Indonesia was conducted by SWG-A to quantify energy savings, carbon dioxide reductions, and comfort improvements offered by 12 passive or low-energy cooling strategies: ceiling fans with and without thermostat setbacks; cool roofs; cool walls; exterior awnings; exterior shades; interior shades; insulated roofs; insulated walls; low-e windows; solar window films; and natural ventilation. Leveraging the results from SWG-A, cost-benefit analysis (CBA) was conducted by SWG-C to assess the consumer and national costs and impacts associated with these 12 cooling solutions. The evaluation involved estimating life-cycle costs (LCC), payback period (PBP), net present values (NPV), annual electricity burden change for low-income households, and reduced national annual power-sector generation demand by 2030, 2040, 2050, and 2060. This evaluation can help guide Indonesia’s Just Energy Transition Partnership (JETP) investments in policies and programs to advance research, development, deployment, and commercial adoption (RDDCA) of efficient residential building sector cooling technologies and solutions in Indonesia. Four key energy conservation measures (ECM) have been identified to reduce air-conditioning (AC) energy demand in single-family housing in Indonesia: ceiling fan with temperature setback (to 28.1 °Celcius from 25 °C); insulated walls; insulated roof; and cool roof. This study found that low-income households with AC installations in Indonesia currently face a high energy cost burden of approximately 10%. However, by implementing a ceiling fan with temperature setback, this burden could decrease to 2.5% today and further reduce to 1.3% by the year 2060. The PBP for a ceiling fan with temperature setback is one year, indicating one of the lowest LCC and best NPV. In the planned upcoming phase of CBA, a series of building cooling improvement scenarios can be further defined, incorporating more than one ECM in combination with socio-economic factors evaluated in the initial CBA phase. Additionally, the analysis of ECM effects in multifamily housing can be expanded. This broader national analysis aims to encompass a holistic and comprehensive system-level perspective, including factors such as avoided power sector infrastructure investments, domestic job creation, domestic manufacturing job creation, and gross domestic product (GDP) growth.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Fueling Seniors: Meal Subsidy through Co-Generation

Formed in 1971, The Towers is an affordable HUD 202, 328-unit, living community with supportive services for extremely low, low and moderately low-income seniors. The average resident age is 79 and the average annual income is $\$$18,900. Approximately 70% of our residents receive assistance with their activities of daily living (e.g. hands-on bathing, feeding, dressing and toileting). We offer such services in a unique person-centered way through a wraparound support services model not always available in smaller low-income housing sites with assisted living (e.g. onsite service coordinators, engagement programs specific to the needs of our current and changing resident population and onsite 24-hour security who act as first response staff). The Towers serves the City of New Haven and surrounding areas by providing community-based senior care and support services that are affordable for individuals with limited resources. Our unique cost structure enables hundreds of seniors to avoid premature placement into nursing homes or other institutional care settings, even though they lack personal financial resources. This enables us to proactively keep our residents independent and healthy for as long as possible.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Screening Tool for Equitable Adoption and Deployment of Solar (STEADy Solar)

The Screening Tool for Equitable Adoption and DeploYment of Solar (STEADy Solar) is a database and mapping tool designed to promoting clean energy investments for low-income communities across the United States. The tool indicates locations that may be eligible for the Investment Tax Credit bonus adders defined in the 2022 Inflation Reduction Act (IRA) and combines this information with demographics, social vulnerability, solar technical potential, solar economics (modeled net present value), and building counts by use-type. It can be used by states, municipalities, community-based organizations, developers, and researchers to identify sites where solar projects may be economical and where federal incentives may be available to support equitable adoption of solar. Specific values include: Areas eligible for the Energy Communities Tax Credit Bonus Program (including brownfield site counts) Areas eligible for the Low Income Communities Bonus Credit Program (including Tribal Lands, and covered affordable housing project counts) Areas categorized as disadvantaged by Justice40 Commercial and Residential Solar economics characterized by the Net Present Value and Simple Payback Period Total Population, Race, and Ethnicity Median Household Income, Poverty rate, Household Tenure Social Vulnerability Count of buildings, developable rooftop solar capacity (in kWdc) and estimated annual generation potential (in kWh) on four building types: Government General Services, Government Emergency Response, Grade Schools, and Colleges/Universities. The linked report describes the STEADy dataset metadata and presents high level insights from the data. The downloadable and formatted excel dataset makes it easy for users to gain insights for their locations. Supporting .csv and shapefiles provide users with the full data to run their own analyses on equitable solar siting.

14 SOLAR ENERGY↗

Dataset for: Rooftop solar and energy storage programs can remediate energy-limiting behaviors of energy insecure households

Energy insecurity affects most low-income households in the United States. Energy insecurity, which is characterized by a household’s inability to afford their energy needs, often leads to risky choices, causing other forms of insecurity including food and health. Although there are government programs designed to provide relief to low-income households that face energy insecurity, eligibility for these programs is usually determined by household income, and those with incomes close to the threshold face uncertainty or may be left out. In many cases, these households turn to energy-limiting behaviors as a strategy to lower their electric utility bills. This paper explores the relationship between energy insecurity and energy-limiting behaviors to investigate alternative solutions that target the households that may fall out of available energy assistance programs. We explore the role of battery energy storage systems and rooftop solar photovoltaics in improving energy affordability. The results show that residential rooftop solar and behind-the-meter energy storage can offset two-thirds of the bill savings that households attain through energy-limiting behavior. Household renewable energy systems could complement existing energy assistance programs to provide long-term bill relief, enabling occupants to live in their homes with comfort and dignity. This dataset is intended to allow readers to reproduce and customize the analysis performed in this work to their benefit.

Kerby, Jessica [Pacific Northwest National Laborat↗

Community Solar Reaches Adopters Underserved by Rooftop Solar

Community solar, a business model where multiple customers buy output from shared solar systems, has expanded solar access among multifamily housing occupants, renters, and low-income households. Policies to enable community solar could be expanded and benefits of access augmented through targeted measures to support community solar adoption in underserved communities.

community solar↗

How Heat Pumps Can Bring Relief to Households

An estimated 230,000 low-income households in Los Angeles lack access to cooling and are projected to experience more than two months of dangerous indoor temperatures (above 86 F) by 2035. Multifamily building residents are at much higher risk of dangerous heat exposure. Through robust modeling and analysis in the LA100 Equity Strategies project, the National Renewable Energy Laboratory (NREL) identified strategies that could save lives and maintain safe home temperatures for low-income households during heat waves, including the installation of whole-home heat pumps.

buildings↗

Evaporative coolers and wildfire smoke exposure: a climate justice issue in hot, dry regions

Low-income families in dry regions, including in the Southwestern United States, frequently cool their homes with evaporative ("swamp") coolers (ECs). While inexpensive and energy efficient compared to central air conditioners, ECs pull unfiltered outdoor air into the home, creating a health hazard to occupants when wildfire smoke and heat events coincide. A community-engaged research project to reduce wildfire smoke in homes was conducted in California's San Joaquin Valley in homes of Spanish-speaking agricultural workers. A total of 88 study participants with ECs were asked about their level of satisfaction with their EC and their willingness to pay for air filtration. About 47% of participants reported dissatisfaction with their EC, with the most frequently reported reason being that it brings in dust and air pollution. Participants were highly satisfied with air cleaners and air filters that were offered to them free-of-charge. However, a willingness to pay analysis showed that air filtration solutions would not be adopted without significant subsidies; furthermore, air filtration would be an ongoing cost to participants due to the need to regularly replace filters. Short-term filtration solutions for EC users are feasible to implement and may reduce smoke exposure during wildfire events. Such solutions would need to be offered at low-or no-cost to reduce barriers to adoption. Longer term solutions include prioritizing homes with ECs in wildfire smoke exposed regions for replacement with air cooling technologies that provide clean air. Because ECs are disproportionately in low-income homes, addressing smoke intrusion through these devices is an environmental justice issue.

Solomon, Gina M↗

2020 Can Do Colorado E-Bike Mini Pilot Program Study

### The Colorado Energy Office conducted a mini pilot program study as part of the Can Do Colorado initiative, providing e-bikes to 13 low-income participants. The program aimed to encourage energy-efficient transportation during the COVID-19 pandemic as transit services were reduced and people were concerned about exposure. The insights garnered from this small-scale pilot study informed the design of a full-scale, 2-year pilot in locations across Colorado. For more information about the mini pilot program, see NLR's [Preliminary Results Report](https://www.nlr.gov/docs/fy21osti/79657.pdf). Micromobility options such as e-bikes offer a solution for improving energy efficiency for short-distance trips, especially in urban areas. Pedal-assist e-bikes use an electric motor and battery to help power the bike. The motor amplifies the power behind each pedal stroke, augmenting the energy you put into the bike. #### Data Collection Agency The Colorado Energy Office conducted the survey. #### Survey Methodology Participants in the program received a Momentum LaFree E+ e-bike (Class 1) and accessories at no cost and manually submitted travel data and feedback for 3 months using the CanBikeCo App. The smartphone app, developed in partnership with NLR, used a customized version of the [NLR OpenPATH platform](https://www.nlr.gov/transportation/openpath.html). #### Survey Records and Data Survey records include a total of 13 participants. This dataset contains 3 months of end-to-end, multimodal travel data manually submitted via smartphone app by 13 low-income essential workers in the greater Denver area. The data includes distance, mode (e.g., e-bike, car, transit), trip purpose, and demographic information.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗