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DEEP ENERGY RETROFITS:
CALIFORNIA CASE STUDIES
Jeremy Fisher & Brennan Less – LBNL
Aug 16, 2011
LBNL Deep Energy Retrofit Monitoring
10 residential retrofits aiming at 70% or more
energy savings.
Goal: To show how energy is actually being
used in these northern California deep energy
retrofit homes.
End-use energy monitoring
1 year minimum monitoring period
How do we talk about performance?
Energy per house vs. per square foot vs. per occupant
Site vs. Source energy
Separation of renewable energy
Nearly all case studies are significant remodels, not solely energy retrofits or home performance upgrades
Changes in square footage and physical layout
Issues with pre-retrofit vs. post-retrofit comparison
Ownership/Access to utility data
Comfort
Occupancy
Weather
Issues with end-use monitoring
Circuit panel layout and combined electrical loads
Monitoring equipment limitations
Complex combined HVAC/DHW/Solar systems
Load calculation by subtraction is problematic
Monitoring Equipment
Project Locations
P1 Project Description
1904 Craftsman Bungalow
Berkeley, CA
Pre: 960ft2 Post: 1,630ft2
The existing home was un-insulated with one natural gas floor heater on the 2nd level
The house was lifted, and the ground floor was rebuilt to legal height
The retrofit was guided by the European Passive House design principles
4 bedroom, 2 bath, 4 occupants, home office
P1 Retrofit Description
P1 Retrofit Achievements
Conditioned entire home, greatly improving comfort
Doubled usable/legal space
Addition of home office
Addition of 2 teenage occupants
Aesthetic improvements
Pioneered Passive House retrofit techniques in the Bay Area
Significant energy reductions
P1 Historical Utility Bill Data
Before Retrofit
After Retrofit After Retrofit
0
2000
4000
6000
8000
10000
12000
14000
2005-2006 2008-2009 2009-2010
To
tal A
nn
ual
En
erg
y U
se (
kW
h)
31.7% Reduction in
energy use
P1 Energy Use Data
Whole House Energy Usage
0
200
400
600
800
1000
1200
1400
Oct-10 Nov-10 Dec-10 Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11
kW
h
Total Gas Consumption
Total Electrical Consumption
P1 Energy Use Data
0
50
100
150
200
250
300
350
400
450
500
Hot Water: Tankless DHW
HVAC: Wall Heaters
Plugs: Whole House
HVAC: ERV Appliance: Dish Washer, Stove, Clothes Washer
Lights: Whole house
HVAC: Kitchen Range Hood
kW
h
Oct-10
Nov-10
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
May-11
Jun-11
Jul-11Does not include
Gas Cook Top
P2 Project Description
1936 English Tudor Revival-Style Home
Palo Alto, CAPre: 2,780ft2 Post: 2,780ft2
The existing home was
considered architecturally
significant, and efforts were
made throughout the
project to maintain its
historical character.
5 bedroom, 3 bath, variable
occupancy, home office
P2 Retrofit Description
P2 Retrofit Achievements
Conditioned entire home, adding cooling
Maintained historical character
No expansion of building footprint
Was a high energy user, so even though it is
still higher than other projects, the savings are
significant
P2 Historical Utility Bill Data
Before Retrofit
After Retrofit
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
Mo
nth
ly T
ota
l E
nerg
y U
sg
ae
(kW
h)
38.5%42.5% 50.2% 43.9% 64.8% 70.1%
65.7%
69.4%60.2% 55.4% 30.1%
15.2% 28.8%
44.9%
41.8%
62.4%
66.5%
58.1%
54.9%
28.5% 16.6%
-6.1%
-1000
-500
0
500
1000
1500
2000
2500
3000
3500
4000
Sep-10 Oct-10 Nov-10 Dec-10 Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11
kW
h
Total Electricity Consumption
PV Production
P2 Energy Use Data
Percentage
reductions from
pre-retrofit usage
P2 Energy Use Data
0
100
200
300
400
500
600
700
800
900
1000
1100
1200
1300
1400
1500
1600
1700
1800
1900
2000
2100
2200
HVAC&DHW: HeatPump,
Hydronic Pump
Plugs: A/V, Server (Hydronic Pumps)
HVAC: Air Handlers
Whole House Lights
Appliances Plugs HVAC: Range Hood
kW
h
Sep-10
Oct-10
Nov-10
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
May-11
Jun-11
Jul-11
Electric resistance tank water heater
used during heat pump replacement
Malfunctioning Heat
Pump Unit
2 Pumps
eliminated from
HVAC
P3 Project Description
Two 1958 ranch-style homes connected by a
covered breezeway
Pre: 1,933ft2 Post: 2,342ft2
The two separate structures were connected by enclosing the breezeway, forming a U-shaped home with a central courtyard
3 bedroom, 2 bath, 1 Occupant, home office
Image courtesy of www.solar-knights.com
P3 Retrofit Description
P3 Retrofit Description
P3 Retrofit Achievements
First certified Passive House retrofit in the
country
Low heating energy despite challenging U-
shaped layout with high surface to volume
ratio
Turned two relatively undesirable homes into
one beautiful, highly energy efficient home.
Serves as a regional model for deep energy
retrofits
-600
-400
-200
0
200
400
600
800
1000
Nov-10 Dec-10 Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11
kW
h
PV Production
Total Gas Consumption
Total Electrical Consumption
P3 Energy Use Data
Invalid Net-
Metering Data
Valid Net-
Metering Begins
P3 Energy Use Data
0
50
100
150
200
250
Nov-10
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
May-11
Jun-11
Jul-11
Temporary Use
during Mini-Split fix
P4 Project Description
1940’s Bungalow
Petaluma, CAPre: 1,540ft2 Post: 2,510ft2
This retrofit was carried out in 3 phases:
1- In 1998 prior to moving in
2- In 2004 renewable energy
was added
3- In 2010 a structural/seismic
retrofit
A 4th phase is in planning, including a solar combisystemwith a back up biomass boiler for total carbon neutrality.
2 bedroom, 2 bath, 2 occupants, home office
P4 Retrofit Description
P4 Retrofit Achievements
Staged approach to retrofit, learning from
experience and experimentation
Pre-retrofit utility data is not available, yet
major energy reductions were achieved from
phase one to phase three
Added home office
Special attention to improving IAQ and other
sustainable practices
Added 1/3 of floor area while significantly
reducing energy use
P4 Historical Utility Bill Data
PV Installed
0
2000
4000
6000
8000
10000
12000
14000
2001 2002 2003 2004 2005 2006 2007 2008
To
tal A
nn
ual
En
erg
y U
se (
kW
h)
64.9% Reduction in
energy use (including PV)
-1000
-500
0
500
1000
1500
2000
2500
Dec-10 Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11
kW
h
PV Production
Total Gas Consumption
Total Electricity Consumption
P4 Energy Use Data
Net-Site Energy
Exporter!
Total gas does not
include dryer
P4 Energy Use Data
0
100
200
300
400
500
600
700
800
HVAC: Furnace DHW: Tankless Appliance: Range, Fridge, DshWshr, Fan
Plugs: All but kitchn and office
Office: Plugs, Lights, DSL
Router
Plugs: Ktchn, Micro, Study,
MtgRm
Appliance: WellPmp, Vacm,
Wshr/Dryr
Transportation: Electric Car
kW
h
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
May-11
Jun-11
Jul-11
All Electric Nissan
LEAF
P7 Project Description
1910 Craftsman Bungalow
San Mateo, CA
Pre: 3136ft2 Post: 3288ft2
House within a house concept, using kitchen and rear zone as primary living space in winter. Insulated entire home, maintaining architecturally significant interiors, increased comfort and hope to achieve 1000 home challenge with future PV installation.
3 bedroom, 2.5 bath, 2 Occupants
P7 Retrofit Description
P7 Retrofit Description
P7 Retrofit Achievements
House within a house concept
Preserved existing interior
Low energy user behavior (except for cooking)
Seismic, foundation and drainage
improvements
High quality construction practices
P7 Historical Utility Bill Data
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
kW
h
Total Energy Usage (kWh)
Austerity Efforts50.4%
Reduction!
P7 Energy Use Data
0
50
100
150
200
250
300
350
400
450
kW
h
May-11
Jun-11
Jul-11
Does not include Hot
Water
Pilot Lights and Lots of
Cooking
P8 Project Description
1915 Craftsman Bungalow
Oakland, CA
Pre: 1440ft2 Post: 1440ft2
Super Green Retrofit–LEED Platinum rated, greywater, rainwater, sustainable materials and landscaping, low flow fixtures + energy efficiency
3 bedroom, 1.5 bath, 4 Occupants
Source: http://www.elledecor.com/home-remodeling/articles/greenest-little-house-america
P8 Retrofit Description
P8 Retrofit Description
P8 Retrofit Achievements
Super “Green” Retrofit
LEED Platinum
Maintained historical character of interior
Did not increase building footprint
-1000
-500
0
500
1000
1500
2000
2500
3000
Mar-11 Apr-11 May-11 Jun-11 Jul-11
kW
h
Total Gas Consumption
PV Generation
Total Electricity Consumption
P8 Energy Use Data
Missing Gas
Data
P8 Energy Use Data
0
500
1000
1500
2000
2500
Solar Combined Space Heat/Hot
Water
Appliances: Kitchen
Plugs: Kitchen, Bath and Dining
Plugs: Crawl Space (Hydronic and Greywater
Pumps)
Lights: Whole house + Bdrm
Plugs
Appliance: Washer/Dryer
Plugs: Garage (Fridge and
Hydronic Pump)
kW
h
Mar-11
Apr-11
May-11
Jun-11
Jul-11
High Efficiency, Solar Assisted Boiler
using far too much gas
P9 Project Description
1998 Tract Home
Folsom, CA
Pre: 2850ft2 Post: 2850ft2
SMUD Advantage home with a significant energy upgrade and a kitchen remodel.
Increased insulation, air sealed, lighting retrofit and an extensive HVAC overhaul.
3 bedroom, 2.5 bath, 4 Occupants
P9 Retrofit Description
P9 Retrofit Achievements
Total kWh savings: 59%
Total therm savings: 41%
Total electric and gas cost savings at 2008
rates: $1,260 per year
Air infiltration reduction by 36% cfm50
Low cost, minimally intrusive and very
successful retrofit
P9 Historical Utility Bill Data
0
1000
2000
3000
4000
5000
6000
kW
h
Pre-Retrofit (4-year average)
Post-Retrofit
47.7% Annual
Energy Reduction
P9 Energy Use Data
0
50
100
150
200
250
DHW: Tank Gas Heater
HVAC: A/C Lights and Plugs: Misc
Appliance: Washer/Dryer
HVAC: Furnace
Plugs: Kitchen (Fridge) Dining
Appliance: DishWasher, Disp, Micro
Appliance: Oven
Misc: XMas Lights, Irrigtn,
FireAlrm
kW
h
Jul-11
Mixed Occupancy during this
period due to vacation
P10 Project Description
1938 Cottage
Pacifica, CA
Pre: 1440ft2 Post: 1745ft2
Family built “Shamrock Shack” remodeled for retirement with goals of resource and energy efficiency, while maintaining original charm with modern comforts.
2 bedroom, 1.5 bath, 2 Occupants
Images courtesy of Jim Kremer and regreenprogram.org
P10 Retrofit Description
P10 Retrofit Achievements
Greatly increased comfort of home
Changed interior layout to be far more
functional
Installed skylights to improve natural lighting
Material re-use
Water efficient fixtures
0
10
20
30
40
50
60
Plugs: All HVAC: SolarWaterHeater;
Pumps
Appliance: Fridge, Dishwasher, Oven
Lights: Phone and Aquarium
Lights: Outside, Jungle Rm, Baths
Appliance: Washer and Dryer
kW
h
Jul-11
P10 Energy Use Data
Data represents Unoccupied Energy Use
Occupants were on vacation most of month
Net Total Energy Use in July was -252 kWh
Project Comparison-Air Tightness
271 292
1455
1983
2276 2397
5336
1510
50
100
150
200
250
300
350
P1 P5 P10 P4 P2 P8 P7 P3 P6 P9
Sq
uare
In
ch
es
Effective Leakage Area
CFM@-50pa
Factor of x29 from
smallest to largest!
Total Energy Consumption
0
500
1000
1500
2000
2500
3000
3500
4000
P1 P2 P3 P4 P8
kW
h
Sep-10
Oct-10
Nov-10
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
May-11
Jun-11
Jul-11
Energy Per Occupant
0
200
400
600
800
1000
1200
1400
1600
1800
2000
P1 P2 P3 P4 P8
Sep-10
Oct-10
Nov-10
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
May-11
Jun-11
Jul-11
Energy Per Square Foot
0
0.2
0.4
0.6
0.8
1
1.2
1.4
1.6
1.8
2
P1 P2 P3 P4 P8
En
erg
y U
se I
nte
nsit
y
Sep-10
Oct-10
Nov-10
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
May-11
Jun-11
Jul-11
Final Thoughts
Deep savings are achievable using a variety of
current technologies
Simple approaches are better than complex
ones
Low energy user behavior is essential to
success
Once you reduce heating and hot water,
discretionary energy should be targeted for
reduction