Home energy surveys and audits
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Transcript of Home energy surveys and audits
7 September 2009 Home InSightSolving the Case of the Mysterious Home Condition
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RESNET National Home Energy Audit Standard
Home Energy
Surveys & Audit
7 September 2009 Home InSightSolving the Case of the Mysterious Home Condition
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Two Categories
• Home Energy Surveys– In-Home– On-Line– Diagnostic
• Comprehensive Home Energy Audit
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Home Energy Survey:Purposes
• Determine General Condition of Home
• Assess Homeowners’ Willingness to Improve Home Energy Performance
• Applies to All Home Energy Surveys– On-Line– In-Home– Diagnostic
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In-Home Energy Survey:Scope
• Visual inspection of home’s energy features
• Documentation of general condition, – Building Envelope Features & Ages– Equipment types, including characteristics & ages– Appliance Characteristics– Lighting Characteristics
• Review of utility use & billing history (where available)
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In-Home Energy Survey:Activities
• Interview• Estimate Generalized Energy End-Uses
– Base, Heating, and Cooling
• Inform Homeowner Where to Find Pros• Complete a Standardized Form
– Observe Energy Components– Make Measurements or Estimates, as appropriate
• Generalized Energy Savings Estimate– An Audit is Needed to calculate energy savings
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In-Home Energy Survey:Interview
• Collect Comfort Complaints
• Hear Energy Billing Concerns
• Assess Potential to Move to a Comprehensive Home Energy Audit
• Determine Interest in Potential Home Energy Performance Improvements
• Share No/Low Cost DIY Improvements
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In-Home Energy Survey: Energy End-Uses Estimates
• Produce generalized estimate of end-uses– Base, heating, and cooling
• Request energy bills from homeownersOR
• Request permission to get data from utility companies
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In-Home Energy Survey:Professional Referrals
• Inform homeowner where to find pros who do– Diagnostic Home Energy Surveys– Comprehensive Home Energy Audits– Qualified home performance contractors
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In-Home Energy Survey:Standardized Reporting
• Complete Standard RESNET-Approved Form
• Show general range of energy efficiency based on specific criteria– Insulation– Equipment age– General condition– Energy Use & Costs
• Example: DOE’s Home Energy Saver– http://hes.lbl.gov
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In-Home Energy Survey:Component Observations
• Insulation Values at Walls, Floors, & Ceilings• Living Space Area (square footage)• Approximate house age• HVAC Equipment Type, Model, & Location• Ductwork Type, Location, Insulation Values, &
Joint Condition• Foundation Type: Crawlspace, Basement, or Slab
• Common air leakage sites
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In-Home Energy Survey:Component Observations
• Major appliance age & efficiency (dishwashers, refrigerators, etc)
• Light fixture number and types• Portable Lamps• Evidence of Condensation• Exhaust Fan Presence, Location, & Their
Vent Terminal Location• Combustion appliance presence, type,
condition, and installation
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In-Home Energy Survey:Out of Scope
• Diagnostic testing – e.g. air infiltration, IR camera
• Quantification– Air Infiltration – Duct Leakage– Ventilation
• Combustion Appliance Testing
• Accurate energy savings
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In-Home Energy Survey:Report Contents
• Data Collected During Survey• Whole-House Solutions Overview
– How a house works as a system– How to prioritize improvements
• Quality Installation of HVAC Equipment– Equipment sizing– Duct Sealing– Refrigerant Charge– Airflow
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In-Home Energy Survey:Report Contents
• Improving Building Envelope (walls, ceilings, & floors)
– Air Sealing– Insulation Levels
• How to Get a Comprehensive Energy Audit• Overview of ENERGY STAR products• Other Benefits Besides Energy Efficiency
– Health, Safety, Building Durability, Comfort– Lower Carbon Footprint
• Discussion of Combustion Safety Concerns• Safety Notices
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In-Home Energy Survey:Report Contents
• Generalized Improvement Opportunities– Thermal Envelope– Mechanical Equipment– Lighting– Appliances
• Limitations– Detailed Statement of Work is not prepared
• Must be prepared by certified professionals• Diagnostic testing may be required to determine it
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On-Line Energy Survey
• Essentially same as In-Home Energy Survey
• Performed by Homeowner at a Website
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Diagnostic Energy Survey:Content
• Includes an In-Home Energy Survey• Possible Testing w/ Recorded Results
– Air Infiltration through walls, ceilings, & floors– Duct air leakage– Combustion Safety– Other Optional (e.g., IR Camera)– Tests are only completed if safe to do so
• Statement of Work may be provided• Again, calculated savings are not provided
– Requires a Comprehensive Audit
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Comprehensive Audit:Purpose
• Cause Improvements to be Made to House
• Includes– Evaluation– Performance Testing– Proposed Improvements
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Comprehensive Audit:Evaluation
• Review Data from Previous Surveys/Audits• Additional Testing & Evaluation, As Required• Combustion Safety Testing• Computerized Simulation Analysis of House• Calculate Energy & Environmental Savings
To
• Create Scope of Work
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Comprehensive Audit:Limitations
• Energy Use Information Does Not Constitute Any Warranty of Energy Cost or Savings
• Inspections– Not Technically Exhaustive– Won’t Identify Concealed or Latent Defects– Do Not Cover the Scope of a Home Inspection
• Structure, Electrical, Plumbing, HVAC, Etc.• Focus is on Energy Only
– Not Applicable to Building Design & Construction Features (other than those for energy)
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Standard
• Residential Energy Services Network (RESNET)
• RESNET Standards– Chapter Seven
• 700 RESNET Standards for Home Energy Audits
• http://www.NatRESNET.org/audit/default.htm
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Options ComparedHome Energy Options Compared
On-LineSurvey
In-HomeSurvey
DiagnosticSurvey
EnergyAudit
LocationHomeowner Survey on Computer XProfessional Home Site Visit X X X
Home InspectionHomeowner Interview X X X XVisual Inspection of Energy Features X X X XDiagnostic Testing X XDiscussion of Combustion Safety Concerns X X XIssue Safety Notices, as Needed X X X
Home Inspection ResultsDocumentation of General Condition X X X XGeneralized Improvement Opportunities X X XScope / Statement of Work Note A X
Post Survey/Audit ReviewReview of Energy Use & Bills X X X XEstimate of Generalized Energy Use X X XCalulation of Energy & Environmental Savings XReferral List of Home Performance Pros ? X XGuidance to Appropriate Home Performance Pro XShare No/Low Cost DIY Improvements X X X XRange of Energy Efficiency of Installed Features X X X XWhole-House Solutions Overview X X X XExplain Quality Installation of HVAC System X X X XExplain How to Improve Walls, Ceilings, & Floors X X X XOverview of ENERGY STAR Products X X X XShare Other Benefits Besides Energy X X X X
Project SupportImprovement Project Support Negotiated Negotiated
Home Performance ProfessionalHome Energy Survey Provider XHome Energy Survey Professional XDiagnostic Home Energy Survey Professional X XCertified Home Energy Rater X X XNote A. A Diagnotic Survey professional may, but is not required to, issue a statement of work
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Comparison of Options:Location
Home Energy Options ComparedOn-LineSurvey
In-HomeSurvey
DiagnosticSurvey
EnergyAudit
LocationHomeowner Survey on Computer XProfessional Home Site Visit X X X
• Homeowner– DIY completion of survey at a website– Great start on journey to home improvement
• Professional– Objective about what is present– Understands how energy features work together– Can answer specific questions– Begin “Building Consultant for Life” Relationship
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Comparison of Options:Home Inspection
Home Energy Options ComparedOn-LineSurvey
In-HomeSurvey
DiagnosticSurvey
EnergyAudit
Home InspectionHomeowner Interview X X X XVisual Inspection of Energy Features X X X XDiagnostic Testing X XDiscussion of Combustion Safety Concerns X X XIssue Safety Notices, as Needed X X X
• Visual Inspection can part of Home Inspection– Provide Data for Buyer to use on-line survey– Can complete In-Home Survey for Buyer
• In-Home Survey is Modified Home Inspection– Useful for exploring range of opportunities
• Diagnostics Help Set Improvement Priorities
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Comparison of Options:Results
Home Energy Options ComparedOn-LineSurvey
In-HomeSurvey
DiagnosticSurvey
EnergyAudit
Home Inspection ResultsDocumentation of General Condition X X X XGeneralized Improvement Opportunities X X XScope / Statement of Work Note A XNote A. A Diagnotic Survey professional may, but is not required to, issue a statement of work
• Visual Inspection Highlights Opportunities• Diagnostic Testing Helps Set Priorities• Comprehensive Audits
– It’s Consultation for Improvement Activities– Allows exploration of Improvement Options– Testing after Improvements Validate Results– Assistance with Working w/ Contractors
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Comparison of Options:Post Survey/Audit Review
Home Energy Options ComparedOn-LineSurvey
In-HomeSurvey
DiagnosticSurvey
EnergyAudit
Post Survey/Audit ReviewReview of Energy Use & Bills X X X XEstimate of Generalized Energy Use X X XCalulation of Energy & Environmental Savings XReferral List of Home Performance Pros ? X XGuidance to Appropriate Home Performance Pro XShare No/Low Cost DIY Improvements X X X XRange of Energy Efficiency of Installed Features X X X XWhole-House Solutions Overview X X X XExplain Quality Installation of HVAC System X X X XExplain How to Improve Walls, Ceilings, & Floors X X X XOverview of ENERGY STAR Products X X X XShare Other Benefits Besides Energy X X X X
• Post Survey/Audit Review:Imperative! (Client gets smarter)
– Client is Overwhelmed at Beginning– Client Flooded w/ Information During Home Visit– Client Needs Time to Absorb What it All Mean
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Comparison of Options:Improvement Project Support
Home Energy Options ComparedOn-LineSurvey
In-HomeSurvey
DiagnosticSurvey
EnergyAudit
Project SupportImprovement Project Support Negotiated Negotiated
• Most Energy Improvements not Pursued– Client Overwhelmed– Client Overcome by Sticker Shock– Multiple Contractor Proposals Conflict
• Client Needs Help w/ Contractors– Statement of Work (SOW) to fit Client: Iterate!– Need to explore contractor options w/ Consultant– Ideally, Consultant is a Liaison for Both Parties
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Comparison of Options:Survey/Audit Professionals
• Home Energy Survey Professional– Conducts In-Home Energy Surveys
• Diagnostic Home Energy Survey Professional– Conducts Diagnostic Home Energy Surveys
• Certified Home Energy Rater– HERS Rater
Home Energy Options ComparedOn-LineSurvey
In-HomeSurvey
DiagnosticSurvey
EnergyAudit
Home Performance ProfessionalHome Energy Survey Provider XHome Energy Survey Professional XDiagnostic Home Energy Survey Professional X XCertified Home Energy Rater X X X
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Home Insight’s StrategyOn-Line Survey
• Provide Link on Website for Everyone– www.HomeInSight.biz– To the only one available right now
• Department of Energy’s Home Energy Saver• http://hes.lbl.gov
• Provide Data to Buyer’s so They Can Do It– Provide Inspection Data– Encourage them to get Billing Data
• Quote Diagnostic Survey to Buyers– Follow-Up 2 Months after Closing
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Home Insight’s StrategyIn-Home Survey
• Data Collected as Part of Home Inspection– Allows Buyer to Do On-Line Survey– Advantage: Avoids Cost During Purchase Process
• Offered as Alternative over Diagnostic Survey– Starts Improvement Process at Lower Cost– Allows Homeowner Time to Understand– Referral on Website for Professional Referrals– Provide Quote for Diagnostic Survey
• On-Site Inspection (as a separate inspection)
– ~1 Hour/1000 sqft + 1 Hour (3.0-Hour Minimum)
– Cost similar to a Home Inspection
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Home Insight’s StrategyDiagnostic Survey
• Essentially a Assessment
• On-Site Visit– Twice the Length of a Home Inspection
• 2 Hours / 1000 sqft + 1 Hour (5-Hour Minimum)
– Cost similar to Home Inspection + Fee/Test• Testing: Air Infiltration/Duct Leakage/Combustion Safety• Additional Fees for Assistants above ~4000 sqft• Discount w/ Previously Completed In-Home Survey
• Post Survey Review– ~1.5 hr On-Site Revisit or Webinar w/ All Owners
• Success Depends on Undivided Attention
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Home Insight’s StrategyComprehensive Audit
• Can Help Clients Start Improvements w/ Diagnostic Survey Report Only– HERS Rating is Expensive & Unnecessary to
Prioritize Improvements
• When to Use Complete Comprehensive Audit– Remodeling– HERS Rating for Resale Purposes– Cost-Benefit Analysis– Mortgage Loans
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Home Insight’s StrategyProject Support
• In-Home Survey– Referral to Website for Qualified Professionals
• Diagnostic Survey Comprehensive Audit– Survey Does Not Provide a Scope of Work
• Product of a Survey is a Prioritized Scorecard• When a Scope of Work is Requested, it’s an Audit
• Comprehensive Audit– Consulting
• Throughout Entire Project, Including Test-Out
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Home Insight’s StrategyProject Support
• Scope of Work is Iterated– Iteration is Needed Because Homeowners
Understanding improves over Time – Must fit Homeowner’s goals & financial abilities– Contractors recommended after Initial Iterations– More Iterations Needed after Proposals Received– Revisions as Project Progresses
• Consulting Fees– Homeowners: Hourly Fees– Contractors: Percentage of Total Invoice
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Energy Surveys & AuditsIn Conclusion
• Home Energy Surveys & Audits are More Useful when Action is Taken– Focus Must be on What Homeowner Can Do– Focus Must Address Homeowners’ Urgent Needs– Consultant Must Educate Homeowners over Time
• Process Starts with First Steps– Initial Homeowner Curiosity & Research– Incremental Surveys Lead to Improvement– Engagement can start at any Level