Summary of Key Findings: APP Zero Energy Homes Workshop


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The US Department of Energy (USDOE) and the Alliance to Save Energy hosted an Asia Pacific Partnership on Clean Development and Climate (APP) Zero Energy Homes Workshop at the Alliance’s offices on September 22 – 23, 2009.

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Summary of Key Findings: APP Zero Energy Homes Workshop

  1. 1. APP Zero Energy Homes Workshop September 22-23, 2009 Washington, DC SUMMARY OF KEY FINDINGS
  2. 2. Key issues to be explored <ul><li>Agree on a pragmatic approach for reaching internationally applicable definitions of net zero energy and net zero energy-ready homes; </li></ul><ul><li>Begin to develop an international industry community committed to raising awareness and accelerating the adoption of net zero energy homes through information sharing and concrete projects; </li></ul><ul><li>Discuss key challenges that this international community could take on to address barriers to international acceptance and adoption of net zero energy homes (and potentially other types of buildings); and </li></ul><ul><li>Discuss next steps in the implementation of a series of actions under the project, including community scale demonstrations, development of workshop modules or roadmaps, and technology diffusion and deployment (e.g., through workshops, webinars, and design charettes). </li></ul>Under the framework of the APP:
  3. 3. Our guiding question What does the Zero Energy Home future look like for the APP countries, and how can this workshop help spark a North American start to this journey?
  4. 4. AGENDA - Day 1 9:00 – 9:15 Welcoming Remarks 9:15 – 9:45 APP: Flagship Project and Workshop Objectives, Amanda Kramer, Environment Canada 9:45 – 10:30 Defining NZE: Jens Laustsen, IEA 10:45 – 12:15 Discussion: Challenges to International Adoption of ZEH homes 12:15 – 1:00 Lunch, Speaker: Mark Ginsberg, US DOE 1:00 – 1:30 Case Study: Tom Wade, Artistic Homes 1:30 – 3:00 Discussion: Overcoming the Challenges 3:15 – 4:00 Metrics: Bruce Ringrose, ClimateCHECK 4:00 – 4:45 Discussion: ZEH Roadmap / Workshop Modules 4:45 – 5:00 Closing Remarks for Day 1
  5. 5. Vision A highly energy efficient home that produces - through renewable sources - as much energy as it uses on an annual basis.
  6. 6. Issue - Stakeholder Map… What are the key issues to consider to drive international adoption of ZEH? And what organizations and individuals, either inside or outside the building industry, can help our harmonizing efforts by leveraging existing strengths and practices? International Adoption of ZEH
  7. 7. Discussion - Key Issues <ul><li>ZEH on neighbourhood scale </li></ul><ul><li>Financing-educating lenders + appraisers </li></ul><ul><li>Consumer awareness / behaviour </li></ul><ul><li>Zero “peak” communities </li></ul><ul><li>Legislation will drive traction </li></ul><ul><li>Incentives </li></ul><ul><li>ZEH communiqué to policy leaders </li></ul><ul><li>Local financing </li></ul><ul><li>Labels as a tool to build consumer awareness </li></ul><ul><li>Technology availability across APP member countries </li></ul><ul><li>Capacity building in-country </li></ul><ul><li>Infrastructure to build to code </li></ul><ul><li>Risk mitigation strategies </li></ul><ul><li>Definitional certainty </li></ul><ul><li>Permanent/fixed parts of building to inform definition </li></ul><ul><li>Design performance vs. operational performance </li></ul><ul><li>Design efficiencies based on specific regional climate and sun exposure </li></ul><ul><li>Change energy policy paradigm </li></ul>
  8. 8. Best practices, tools, programs, knowledge gaps… How can we create a toolkit of widely applicable best practices and programs that will help APP member countries drive adoption of ZEH? What knowledge gaps can we identify, either within or across jurisdictions, that can be filled by the efforts of this and subsequent stakeholder consultations? Overcoming the Challenges
  9. 9. Discussion - Overcoming Challenges <ul><li>Industry Toolkit of best practices </li></ul><ul><li>Building America guidelines (single, detached) </li></ul><ul><li>Matching existing info to regional needs </li></ul><ul><li>3 levels </li></ul><ul><ul><li>Developed economies </li></ul></ul><ul><ul><li>Developing economies </li></ul></ul><ul><ul><li>Economy in transition  </li></ul></ul><ul><li>Different toolkit audiences </li></ul><ul><ul><li>Policymakers </li></ul></ul><ul><ul><li>Consumers / media </li></ul></ul><ul><li>Level playing field to determine performance </li></ul><ul><li>Get stakeholder buy-in </li></ul><ul><ul><li>Builder, supplier, policy, legislation, code, appraisers, realtors, lenders, engineers </li></ul></ul><ul><li>Design tool to manage complexity </li></ul><ul><ul><li>3D tool </li></ul></ul><ul><li>Builder-university centres of excellence </li></ul><ul><li>University Curricula </li></ul><ul><li>Keep in mind broader context of ZEH initiatives (i.e. IEA, California …) </li></ul><ul><li>Regional specificity </li></ul><ul><ul><li>Repetition for realtors, lenders, etc. </li></ul></ul><ul><li>Designer education </li></ul><ul><li>Natural housing endowment </li></ul><ul><li>Monitoring compliance </li></ul><ul><li>Silo busting + communication across builder regions </li></ul><ul><li>Apprenticeship / mentor trades </li></ul>
  10. 10. What are the key milestone moments that will help us as a group advance the ZEH agenda? How can we prioritize these milestones into short and long term goals? What form of stakeholder engagement is best suited to both reaching and celebrating those milestones (workshop, charette, summit, report)? ZEH Roadmap
  11. 11. Discussion - ZEH Roadmap <ul><li>Setting codes + (stretch) goals (ie. consider city of Austin & California code forecasting) </li></ul><ul><li>Standard labeling and verification </li></ul><ul><li>Build in more flexibility to home design </li></ul><ul><li>Develop an Organization; setup to qualify / rate ZEH </li></ul><ul><li>WGBC, ASHRAE, Resnet as potential partners to build awareness and drive traction with labels such as LEED for Homes and the National Green Building Standard </li></ul><ul><li>Remember we are developing a North American approach to ZEH </li></ul><ul><li>Recognition of leaders to drive awareness + adoption </li></ul><ul><li>Regionalization of existing programs </li></ul><ul><li>Compendium of leading case studies in US + CA </li></ul><ul><li>Web presence </li></ul><ul><ul><li>Suppliers </li></ul></ul><ul><ul><li>Knowledge base </li></ul></ul><ul><ul><li>Leadership examples </li></ul></ul><ul><li>We need to advance aggressively. </li></ul>
  12. 12. AGENDA - Day 2 9:00 – 9:15 Review of Day 1 9:15 – 9:30 Establishing an NZE International Industry Community: Mark Ginsberg, USDOE 9:30 – 10:30 Panel: Areas of Expertise and Lessons Learned 10:45 – 12:15 Discussion: Establishing an ZEH International Industry Community 12:15 – 1:00 Lunch 1:00 – 2:00 Discussion: Community Scale Demonstrations 2:00 – 3:55 Group work: Mobilization 3:55 – 4:00 Closing Remarks
  13. 13. International ZE Industry Community <ul><li>What will tomorrow’s global dailies say about ZEH and our efforts here today? </li></ul><ul><li>What avenues for collaboration are emerging in order to build an international community of practice? </li></ul><ul><li>What concrete approaches can we take to bring these opportunities to life? </li></ul>
  14. 14. Discussion - ZEH Industry Community <ul><li>How to move from “ Best practice ” to “ Standard practice ”? </li></ul><ul><li>What is the impact on utilities of greater adoption of ZEH? </li></ul><ul><li>Seek alignment on design constraints </li></ul><ul><li>Determine inputs / outputs for different systems in ZEH </li></ul>
  15. 15. Community Scale Demonstrations <ul><li>Drawing on the examples given by the panellists, can we begin to identify key criteria for demonstration projects? </li></ul><ul><li>Are there common elements in programs like Building America and initiatives like EQuilibrium™ that will inspire demonstration projects in APP countries? </li></ul>
  16. 16. Discussion - Community Scale Demonstration <ul><li>It was widely recognized that a key tool in driving adoption of ZEH is awareness. And a means of driving awareness (and learning) is community scale demonstration. </li></ul><ul><li>Primary components of community scale demonstration include a leading builder in each country. Artistic Homes (US) and Minto Group (Canada) were proposed as possibilities. Also important would be technology availability and if possible, an enabling policy framework in the demonstration jurisdiction and/or project support (ie. APP funding) to help showcase the role of government. </li></ul><ul><li>With builders and jurisdictions selected, the goal would be to host 2 design charettes at the GLOBE conference in March 2010 to advance the community scale demonstration projects and continue the collaboration. </li></ul><ul><li>Other potential solutions put forward to drive community scale demonstration and ZEH adoption include: </li></ul><ul><li>Alternate financing mechanisms (e.g., bonds, syndicated funds, national or regional scale programs, utility, community investment funds); and </li></ul><ul><li>Solar PV that is not owned but leased by homeowner and paid through property taxes. </li></ul>
  17. 17. Discussion - Community Scale Demonstration <ul><li>In addition to the previous examples, the participants engaged in a discussion about some of the “Unusual Suspects or Sectors” that have both a demonstrated need for ZEH solutions and can fulfill our need for demonstration projects? </li></ul><ul><li>Defense </li></ul><ul><ul><li>Base housing was suggested as a potential demonstration project </li></ul></ul><ul><ul><li>Military has a different context / motivation for ZEH (ie. Rethinking security of transporting fuel over long, unprotected roads in a combat zone) </li></ul></ul><ul><ul><li>With its significant resources, the Military could contribute to changing perception of consumer </li></ul></ul><ul><li>Energy Sector </li></ul><ul><ul><li>Housing is an issue in the oil sands and ZEH could be part of the solution </li></ul></ul><ul><ul><li>This sector is looking for good news stories </li></ul></ul>
  18. 18. Group Work <ul><li>Participants broke out into working groups in the afternoon of Day 2. With a focus on “mobilization” the groups were asked to align on a tactic for advancing ZEH and then build out the concept. </li></ul><ul><li>The following slides represent the ideas of the 6 groups, with a summary slide at the end. </li></ul>
  19. 19. Tactic Deep-Dive - Mobilization What is your action?: How does it support our goals?: What resources are required to make it happen?: What stakeholder(s) & channel(s) are you targeting?: What are the success measure(s)?: Probing Question : Given our conversation to date, what action steps can we take for moving ZEH forward?
  20. 20. Group I <ul><li>Action </li></ul><ul><li>Develop strategies for development / adoption of standards (for new and retrofit) for infrastructure and technologies on ZEH within APP </li></ul><ul><li>Identify and develop strategy for the removal of code barriers </li></ul><ul><li>How does it support goals? </li></ul><ul><li>Facilitate wide-scale adoption of these standards by the industry </li></ul><ul><li>Makes it possible for policy makers to support ZEH </li></ul><ul><li>Mitigate risk of ZEH for builders & lenders </li></ul><ul><li>Resources </li></ul><ul><li>US: Dept of Energy, EERE; Canadian: NRCAN, Environment Canada </li></ul><ul><li>Standard development </li></ul><ul><li>ZEH champion </li></ul><ul><li>Stakeholders </li></ul><ul><li>Builders, ASHRAE + IEA </li></ul><ul><li>Code bodies, government, utilities </li></ul><ul><li>Success Measures </li></ul><ul><li>Develop standards </li></ul><ul><li>Adoption of standards by ANSI </li></ul><ul><li>Buy-in from stakeholders </li></ul><ul><li>New and retrofit homes built to standards </li></ul>
  21. 21. Group II <ul><li>Action </li></ul><ul><li>Determining the fine print of the ZEH definition (standard levels of conformity) </li></ul><ul><li>How does it support goals? </li></ul><ul><li>Delivers clarity </li></ul><ul><li>Deliverable that assists in promotion of ZEH </li></ul><ul><li>Resources </li></ul><ul><li>Sub committees of APP to be developed </li></ul><ul><li>Support of the IEA </li></ul><ul><li>Stakeholders </li></ul><ul><li>All interested parties </li></ul><ul><li>Success Measures </li></ul><ul><li>Circulation </li></ul><ul><li>Influencing adoption </li></ul>
  22. 22. <ul><li>Action </li></ul><ul><li>Define solar-ready envelope metrics </li></ul><ul><li>How does it support goals? </li></ul><ul><li>Develop central information source </li></ul><ul><li>Resources </li></ul><ul><li>Data base </li></ul><ul><li>Website / education </li></ul><ul><li>Coalition partners </li></ul><ul><li>Certification </li></ul><ul><li>Strike a working group to finalize definition </li></ul><ul><li>1. Envelope requirements </li></ul><ul><li>2. ZEH </li></ul><ul><li>3. Energy Plus </li></ul><ul><li>Stakeholders </li></ul><ul><li>Utilities </li></ul><ul><li>Home owners / builders </li></ul><ul><li>Municipalities </li></ul><ul><li>APP counties </li></ul><ul><li>Success Measures </li></ul><ul><li>Baseline such as number of homes / year? </li></ul><ul><li>Verification </li></ul><ul><li>No policing </li></ul>Group III
  23. 23. <ul><li>Action </li></ul><ul><li>Education through highlighting regional success stories: policy, education, finance / incentives </li></ul><ul><li>How does it support goals? </li></ul><ul><li>Dissemination of knowledge; field testing prototype ideas; generating competition between cities; regions; and countries </li></ul><ul><li>Resources </li></ul><ul><li>Local champion(s): public / private sectors </li></ul><ul><li>Coordinating entity / agency </li></ul><ul><li>universities / colleges </li></ul><ul><li>Funding!! </li></ul><ul><li>Stakeholders </li></ul><ul><li>Local inhabitants, utilities </li></ul><ul><li>Success Measures </li></ul><ul><li>Replication </li></ul>Group IV
  24. 24. Group V <ul><li>Action </li></ul><ul><li>Create a central information depository  includes tracking other parallel groups (ie. California, IEA) </li></ul><ul><li>How does it support goals? </li></ul><ul><li>Avoids redundancies </li></ul><ul><li>Saves time </li></ul><ul><li>Broadens outreach </li></ul><ul><li>Resources </li></ul><ul><li>Identify open source web base </li></ul><ul><li>Identify contacts to various groups </li></ul><ul><li>Identify existing data / information / organizations </li></ul><ul><li>Manpower / womanpower </li></ul><ul><li>Require contacts within other working groups </li></ul><ul><li>Stakeholders </li></ul><ul><li>Universities </li></ul><ul><li>Success Measures </li></ul><ul><li>Identify the storage site </li></ul><ul><li>Need a website manager </li></ul><ul><li>Ongoing effort </li></ul>
  25. 25. <ul><li>Action </li></ul><ul><li>Recognition of value in ZEH + sustainability features </li></ul><ul><li>How it supports goals </li></ul><ul><li>Enable home buyers to purchase ZEH </li></ul><ul><li>Create mechanism for education </li></ul><ul><li>Expand reach and acceptance of ZEH homes </li></ul><ul><li>Homebuilders can develop upgrade options with confidence </li></ul><ul><li>Stakeholders </li></ul><ul><li>Fanny May, Freddie Mac,, Canada Mortgage and Housing Corporation, banks, small local lenders that are already doing this (VanCity, TD) </li></ul><ul><li>Resources </li></ul><ul><li>DOE / EC-senator/politician invite </li></ul><ul><li>Financial Community to venue </li></ul><ul><li>Steering committee to develop agendas </li></ul><ul><li>Secretariat to handle logistics </li></ul><ul><li>Baseline data, evidence of barriers / issues </li></ul><ul><li>White paper, look at commercial industry </li></ul><ul><li>Tools </li></ul><ul><li>Policy instrumental / incentive to underwrite risk of innovation </li></ul><ul><li>Financing program (Bonds, Insurance, etc.) </li></ul><ul><li>Success Measures </li></ul><ul><li>Mortgage products </li></ul><ul><li>Guidelines for appraisal </li></ul><ul><li>500 + pilot projects to validate risk </li></ul><ul><li>Commitment </li></ul><ul><li>Monitoring to validate economics </li></ul>Group VI
  26. 26. <ul><li>During the breakout working groups on Day 2 of the workshop, the following were the key recommendations put forward and discussed: </li></ul><ul><li>Develop strategies for the development and adoption of standards (for new and retrofit) for infrastructure and technologies on ZEH within APP countries; </li></ul><ul><li>Determine the fine print of the ZEH definition (standard levels of conformity); </li></ul><ul><li>Define solar-ready envelope metrics; </li></ul><ul><li>Create awareness by highlighting regional success stories that feature innovative policy, educational or financial incentives; </li></ul><ul><li>Create a central information depository that includes tracking other parallel groups (ie. California, IEA); and </li></ul><ul><li>Standardize or formalize the recognition of value in ZEH + sustainability features. </li></ul>Key Recommendations from Breakouts
  27. 27. The Road Ahead <ul><li>October 7-8: results presented at BATF, Tokyo </li></ul><ul><li>October 13: Flagship project team visit to Mexico </li></ul><ul><li>October 13: Will send summary document for review </li></ul><ul><li>Fall 2009: microsite on Alliance’s web site </li></ul><ul><li>Fall 2009: lender consultation, Toronto </li></ul><ul><li>March 24-26: Community scale design charettes at GLOBE, Vancouver </li></ul><ul><li>May 10-12: EE Global, Washington, DC </li></ul>
  28. 28. Next Steps <ul><li>Immediate Term </li></ul><ul><ul><ul><li>Establish an identity for the Group; form committees to operationalize goals (develop page of assumptions around definition of ZEH, plan and carry out Lenders Workshop) </li></ul></ul></ul><ul><ul><ul><li>Finalize and determine fine print of ZEH definition/vision </li></ul></ul></ul><ul><ul><ul><li>Set an agreement (MOU) between stakeholders in Canada and US, including short, medium, and long-term goals </li></ul></ul></ul><ul><ul><ul><li>Secure a commitment of resources to ensure the sustainability of the Group and its efforts </li></ul></ul></ul><ul><ul><ul><li>Make a plan for the next G8 in Ontario </li></ul></ul></ul><ul><ul><ul><li>Promotion (Google, celebrity endorsement, alliances) </li></ul></ul></ul><ul><li>Mid Term </li></ul><ul><ul><ul><li>Develop a database of ZEH in North America </li></ul></ul></ul><ul><ul><ul><li>Carry out community-scale charettes in the US and Canada to inspire similar projects in other APP countries </li></ul></ul></ul><ul><ul><ul><li>Develop a policy/position paper </li></ul></ul></ul><ul><ul><ul><li>Create a World Green Building Map/World ZEH Map as a promotional and educational tool </li></ul></ul></ul><ul><ul><ul><li>Promotion (Google, celebrity endorsement, alliances) </li></ul></ul></ul><ul><li>Longer Term </li></ul><ul><ul><ul><li>Establish targets for ZEH homes built, job creation, retraining and economic stimulus </li></ul></ul></ul><ul><ul><ul><li>Develop a ZEH toolkit, targeted toward: i) builders and industry stakeholders; ii) legislators and regulators; iii) consumers and media; iv) realtors; and v) finance industry (appraisers, banks) </li></ul></ul></ul><ul><ul><ul><li>Promotion (Google, celebrity endorsement, alliances) </li></ul></ul></ul>
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