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Home energy surveys and audits
 

Home energy surveys and audits

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A progression of home energy audits available to meet a homeowners information needs as they make home performance improvements. There is an audit available for any point on the learning curve.

A progression of home energy audits available to meet a homeowners information needs as they make home performance improvements. There is an audit available for any point on the learning curve.

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    Home energy surveys and audits Home energy surveys and audits Presentation Transcript

    • RESNET National Home Energy Audit Standard Home Energy Surveys & Audit 7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Two Categories
      • Home Energy Surveys
        • In-Home
        • On-Line
        • Diagnostic
      • Comprehensive Home Energy Audit
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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)
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • In-Home Energy Survey: Energy End-Uses Estimates
      • Produce generalized estimate of end-uses
        • Base, heating, and cooling
      • Request energy bills from homeowners
              • OR
      • Request permission to get data from utility companies
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • On-Line Energy Survey
      • Essentially same as In-Home Energy Survey
      • Performed by Homeowner at a Website
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Comprehensive Audit: Purpose
      • Cause Improvements to be Made to House
      • Includes
        • Evaluation
        • Performance Testing
        • Proposed Improvements
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • 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)
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Standard
      • Residential Energy Services Network (RESNET)
      • RESNET Standards
        • Chapter Seven
          • 700 RESNET Standards for Home Energy Audits
      • http://www.NatRESNET.org/audit/default.htm
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Options Compared 7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Comparison of Options: Location 7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
      • 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
    • Comparison of Options: Home Inspection 7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
      • 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
    • Comparison of Options: Results 7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
      • 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
    • Comparison of Options: Post Survey/Audit Review 7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
      • 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
    • Comparison of Options: Improvement Project Support 7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
      • 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
    • Comparison of Options: Survey/Audit Professionals 7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
      • 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 Insight’s Strategy On-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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Home Insight’s Strategy In-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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Home Insight’s Strategy Diagnostic 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Home Insight’s Strategy Comprehensive 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Home Insight’s Strategy Project 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Home Insight’s Strategy Project 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition
    • Energy Surveys & Audits In 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
      7 September 2009 Home InSight Solving the Case of the Mysterious Home Condition