implementation standing technical committee presentation · committee (i-stc) led by the building...

Implementation Standing Technical Committee (I-STC)

Led by the Building America Retrofit Alliance (BARA) Team

Co-Chairs: Deane Evans, NJIT, and Stacy Hunt, Confluence Communications

I-STC Vision and Mission • Vision: To be the trusted source of R&D results, defining and delivering

reliable, cost-effective systems that reduce residential energy use by 30-50%.

• Mission: To identify specific process gaps and barriers that must be addressed for Building America (BA) and its project participants to successfully:

– Develop system solutions that successfully target key stakeholder needs.

– Develop integrated quality assurance/quality control approaches that minimize risks.

– Develop a residential efficiency knowledge base that is a trusted source of information and is accessible to all key stakeholders.

I-STC Draft Strategic Plan Development Process

• September 2011

– Develop draft of priorities based on previous I-STC meetings and aggregate gaps from 2010 and 2011 REE Stakeholder and Technical Update meetings.

– Conduct initial prioritization activity with I-STC mailing list members.

• October 2011

– Develop draft strategic plan for REE Research Planning Meeting.

• November/December 2011

– Conduct prioritization activity based on draft strategic plan.

– Review current BA team projects and their relation to priorities.

– Finalize I-STC Strategic Plan and management process for 2012.

I-STC Draft Priorities

Gaps That Will Be Filled by End of CY12

Priorities to be Partially Addressed by BA by 2012

Steps to fill gap: conduct research on target audiences of BA program, develop metrics to track plan effectiveness

Rank Description Project Titles Lead Orgs CY

1 Outreach Plan for Building America Communications Strategic Plan PNNL, NREL, BARA 11/12


Steps to fill gap: develop a clear definition of the implementation process, conduct research into industry structure and stakeholders, determine how implementation impacts each BA team


2 Implementation Process Definition With NREL/DOE

Communications Strategic Plan PNNL, NREL, BARA

12

Steps to fill gap: conduct peer review of CEER project, identify any stakeholders or processes not addressed, report on time/cost savings of new value stream map process


3

Value-Stream Map of the Retrofit Process

Change Management to Effect the Adoption of Cost Effective EE Upgrades CEER

11/12

Advancing Community Scale Energy Assessments & Upgrades NELC

11/12


Steps to fill gap: analyze projects listed, identify gaps in learning materials, develop continuous learning process


5

Continuous Learning Mechanisms for Contractors to Transition

to Energy Efficient Design/Construction

Developing the Retrofit Contractor Infrastructure BA-PIRC 11

Pilot - Beopt Usability BARA 11 Developing Energy Performance

Remodeling "Start-up" Kit NAHBRC-IP 11?

Transitioning HVAC Contractors to Home Performance Contractors IBACOS 11


Steps to fill gap: develop process to identify and report failure points in implementation process


6

Documentation of Critical Failure Points in

the Process of Implementing Energy Efficiency

in Homes

Evaluation of Public/Private Delivery Systems BA-PIRC 11/12 High Performance Residential Retrofits with Affordable

Housing Initiatives BA-PIRC 11/12

Tracking and Documenting Scalability of High Performance Residential Retrofits at the Community Scale BA-PIRC 11/12

Change Management to Effect the Adoption of Cost Effective EE Upgrades CEER 11/12

Field Assessment of Advanced New Home Construction Nstar 11/12 Advancing Community Scale Energy Assessments &

Upgrades NELC 11/12


Steps to fill gap: complete implementation process definition, identify field guide delivery methods, measure database development


7 Technical Solutions and Best Practices in

Field Guides Developed for Different Climate Zones

Integral to BA Program All Ongoing


Steps to fill gap: analyze above efforts and other information on homeowner tendencies, create peer-reviewed staged upgrades plan for homeowners


8

Plans of Staged Energy Upgrades for Homeowners

Phased Deep Retrofits BA-PIRC 11/12

Market Characterization Project CEER 11/12

Taxonomy of Current Audit and Retrofit Delivery Systems NELC 11/12


Steps to fill gap: identify target audiences, review projects, research project gaps


9

Market Research About Motivations, Drivers, and

Needs of Various Audiences

Evaluation of Public/Private Delivery Systems BA-PIRC 11

Change Management to Effect the Adoption of Cost Effective EE Upgrades CEER

11

Developing Energy Performance Remodeling "Start-up" Kit NAHBRC-IP

11?

Assessment of Homeowner Information, Motivation, and Skills NELC

11/12

Retrofit Energy Efficiency Implementation Challenges - Creating Demand (the benefits

and impact ) BIRA 11/12/13

Retrofit Energy Efficiency Implementation Challenges - Financing Barriers (Appraisals,

Lending, and MLS) BIRA 11/12/13


Steps to fill gap: define training requirements for different roles, create requirements document for training/certification providers, develop materials


10

Training Requirements and Training Materials Development

Transitioning HVAC Contractors to Home Performance Contractors IBACOS 11




Steps to fill gap: develop metrics to track time from research to guideline creation, analyze process over time to identify improvement areas


11

Speed of Gathering and Delivering Research Results and Products

to Market

Publications Process NREL 11/12 Effective Communication of Energy

Efficiency Research Results BA-PIRC 11

Evaluation of Public/Private Delivery Systems BA-PIRC

11

Developing the Retrofit Contractor Infrastructure BA-PIRC

11

Tracking and Documenting Scalability of High Performance Residential Retrofits

at the Community Scale BARA 11


Steps to fill gap: identify programs and specific attributes to review (Better Building, etc.), identify analysis criteria, conduct analysis, determine process to incorporate findings into BA program


12

Business Model Review of Other Retrofit Programs



Change Management to Effect the Adoption of Cost Effective EE Upgrades CEER 11


Steps to fill gap: develop mobile delivery mechanisms, format content for mobile delivery, field testing


14 Point-of-Use Training and Bar Codes with Installation Instructions Big-Box Outreach

BARA 11


Steps to fill gap: review of projects listed above, evaluate contractor process pain points, develop assessment process, conduct testing and validation in field trials


15

Whole House Practices for the Assessment Process

Evaluation of Public/Private Delivery Systems BA-PIRC

11

Taxonomy of Current Audit and Retrofit Delivery Systems NELC

11?

Scalability of Self and Assisted Audits NELC 11?


Steps to fill gap: conduct further analysis of tool target audience, develop and test tool, develop metrics to track tool effectiveness, develop process for delivery of Web-accessible content


16

Existing Content Identified, Aggregated, Indexed, and Distributed from a Central

Location

Resource Tool DOE, PNNL, BARA 11/12

Pilot - Web accessible Measure Guidelines BARA 11/12


Steps to fill gap: analyze current solution adoption habits, develop streamlined measure packages, develop metrics to track adoption rates


18

“One Stop Shop” Energy Efficiency Solution for Homeowners

Tracking and Documenting Scalability of High Performance Residential Retrofits at the Community Scale

BA-PIRC 11/12

Information Framework for EE Upgrades CEER

11/12


Steps to fill gap: review projects, conduct evaluation with homeowners to determine perceptions, develop strategy to change perceptions


20

Key Disconnects Between the Heat Pump Industry and Homeowners

Perceptions of Issues, Terminology, and Metrics

Ground Source Heat Pump Evaluation in Hot Climates BA-PIRC 11/12

Optimization of Hybrid Air Source Heat Pump with Gas-Fired Forced

Air Furnace Backup BA-PIRC 11/12

Ductless Heat Pump Retrofits in Manufactured Housing BA-PIRC 11/12


Steps to fill gap: review CEER project, conduct research to determine audience needs, develop educational materials, track material effectiveness


21

Avenues for Realtors and Appraisers to Learn about the Benefits of Energy Efficient Homes

and a Standard Method of Presenting this Information

Change Management to Effect the Adoption of Cost Effective EE

Upgrades CEER 11/12


Steps to fill gap: identify who would typically use software, identify specific software requirements and best delivery method, create and finalize software tool


22 Software That Can Rapidly Analyze Structures in the Field

Evaluation of Audit Tool Source Energy Use Predictions Based on MASCO Home Services Audit and Utility Bill Datasets

BA-PIRC 11


Steps to fill gap: identify software categories, analyze current certification methods, develop centralized certification process document


24

Certification Procedures for Energy Efficiency Software Tools

Software Inaccuracy NREL 11/12

Evaluation of Audit Tool Source Energy Use Predictions Based on MASCO Home Services Audit and

Utility Bill Datasets

BA-PIRC 11/12

Side-by-Side Labs to Evaluate Retrofit Measures All

11/12


Steps to fill gap: take data from projects and develop benefits documentation for audiences


25

Incremental Benefits of Implementing

Energy Saving Measures

Documents

National Measures Database NREL 11/12

Evaluation of Public/Private Delivery Systems BA-PIRC 11/12

Newporter Village – Marine Climate Deep Energy Retrofit BA-PIRC 11/12 Several BA-PIRC New Construction and Retrofit Test Home

Projects BA-PIRC 11/12

Post Occupancy Evaluation of Building America Homes BA-PIRC 11/12 Incremental Benefits of Air-Sealing and Insulating Siding

Retrofits in Existing Single-Family Homes BA-PIRC 11/12

Multi-Family Energy Retrofits - Cascade Homes BA-PIRC 11/12 Measurement of Existing Homes for Retrofitting - Calibration of

Multiple Homes CEER 11/12

Economies of Scale of Community Scale Upgrades NELC 11/12


Steps to fill gap: analyze current research on usage rates by delivery method, develop pilot materials for various delivery methods, conduct evaluation of user experience, modify content and delivery mechanism as necessary


26

Different Delivery Mechanisms for Messaging and Delivering Information

Change Management to Effect the Adoption of Cost Effective EE

Upgrades CEER 11/12

Pilot - Web accessible Measure Guideline BARA

11/12

Pilot - This Old House Outreach; BARA 11/12 BA (non)Demonstration House BARA 11/12


Steps to fill gap: analyze current research on consumer adoption habits, develop pilot educational and marketing materials, perform test of materials, revise materials based on feedback


27 Simple Educational and Marketing

Campaigns/Materials Aimed at Consumers

Information Framework for EE Upgrades CEER 11


Steps to fill gap: NREL works with other programs to identify areas of potential collaboration, develop standards of communication documentation


28

Consistent Messaging, Standards, and Requirements Across Programs

Feasibility Study - City Outreach BARA 11

Pilot - This Old House Outreach BARA 11 BA (non)Demonstration House BARA 11/12

Effective Communication of Energy Efficiency Research Results BARA 11



4 Impact Study of the Building America Program

13 Open Data Repositories to Create Energy-Use Averages

17 Field Guides as Core Documents and Constant Works in Progress

19 Guidelines for HVAC Replacement and Design in a SIP Nailbase Energy Retrofit Scenario

23 One Sticker for Builders Challenge/ENERGY STAR/HERS Ratings

29 Energy Label that Homeowners Can Readily Understand and Assign Value

Priorities Not Currently Addressed by BA

Implementation Standing Technical Committee (I-STC) �Led by the Building America Retrofit Alliance (BARA) Team I-STC Vision and MissionI-STC Draft Strategic Plan Development ProcessI-STC Draft PrioritiesPriorities to be Partially Addressed �by BA by 2012Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities to be Partially Addressed �by BA by 2012 Priorities Not Currently Addressed by BA