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David Weatherall, Head of Policy at the Energy Saving Trust, UK.


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Keynote, Session 3
“Using data to build the market for low carbon renovation in buildings: the evolving data-driven services of energy agencies in providing publicly-funded advice on energetic renovation of buildings”

Published in: Technology
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David Weatherall, Head of Policy at the Energy Saving Trust, UK.

  1. 1. Using data to drive energy renovation of homes: the Energy Agency Experience A case study of Scotland David Weatherall Head of Poilicy Energy Saving Trust London, UK
  2. 2. About the Energy Saving Trust • Energy Saving Trust is an independent body established by UK government to promote sustainable energy. • Helping build the market for home energy efficiency has always been at the heart of our work, though today we also work extensively in community and renewable energy and in clean transport. • We work with all the UK national administrations – UK/England, Wales, Scotland, and Northern Ireland – and on many cross-Europe projects.
  3. 3. Proposed Trajectory for Refurbishment of Scotland’s Homes Energy Efficient Scotland Routemap Consultation, Scottish Government 2018 efficient-scotland-route-map/
  4. 4. Key aspects of domestic building energy labelling regime in Scotland • Scotland has own labelling system, but shares regulatory and technical infrastructure across UK; • The headline A-G rating compares energy cost by floor area based on a 1-100 scale; • EPCs are issued individually for the property (including apartments); • Cost of £35-50 (€40-€55 approx.) • EPC database managed by the Energy Saving Trust; Front page of the Scottish EPC
  5. 5. Energy Saving Trust helping deliver energy efficiency for Scotland’s homes • EST delivers most of the government support programmes for energy efficiency. • Approx 100,000 household contacts each year, 33% on low incomes. • Householder facing services include: • Advice on potential home energy improvements based on EPCs and other information, tailored to the customer • Signposting/referral to available financing local support and loans or grant offers • Benefit checks and identification of fuel poverty • In-home support for vulnerable customers • Referrals to support with energy tariffs. • Guidance when installing renewable technologies, including some in-home visits • Integration of transport advise • We also deliver capacity building support to local authorities, district heating progs, community energy groups and the supply chain to help build the market for energy efficiency
  6. 6. Tackling climate change and fuel poverty by promoting home energy efficiency • General distinction in policies and therefore our work between “able to pay” and “fuel poor” households • In Scotland approx. 1 in 4 households in fuel poverty (paying >10% of income on heat and light). • Some of the main challenges to our work, that we are currently using data-driven approaches to solve are: Challenges Fuel poor The difficulty in finding people who need help • People don’t know they are fuel poor • Often vulnerable – unlikely to come forward Able to pay • Energy efficiency – not a priority • Confusion over the costs and benefits of different actions • How do I do it? Taking the next step?
  7. 7. Targeting Retrofit
  8. 8. The Issue Targeting programmes – identifying what homes need what measures is vital to enable programmes to be targeted effectively, reducing the costs of finding households eligibile for support. This is particularly a challenge as: • We complete more of the cost effective measures in homes • With extensive fuel poverty programmes, we also need to find the right homes with the right (ie low income) households
  9. 9. Home Analytics Home Analytics is a database that provides accurate data for every domestic property in Scotland, England and Wales. Some of this data is obtained from multiple sources (e.g., EPC, HEED, HEC), while the rest is modeled using statistical and geo-spatial modeling techniques. Home Analytics has been used for: • identifying homes at risk of fuel poverty • targeting energy efficiency schemes • adding context and additional value to other data sets • reducing data inputs required from customers.
  10. 10. Variables in Home Analytics 11 • Wall, loft and floor insulation • Primary fuel type • Secondary fuel type • Boiler type • Main heating control • Meter type • Glazing type • SAP fuel bill • SAP energy rating and consumption • SAP CO2 emissions • EPC record present • Presence of solar PV / thermal • Suitability for: • Solar PV / thermal • Heat pumps (air source, ground) • Biomass boilers • Wind turbines • Solar PV potential (kWh/kWp pa) • Roof orientation • Wind speed • Distance to gas grid • Index of Multiple Deprivation (e.g. income, employment, education, crime, health, etc.) • Benefit claimant counts • Risk of fuel poverty (LIHC definition) • Risk of fuel poverty (10% definition) • Risk of HHSRS category 1 excess cold • Population in poor health • Population in limited mobility • Property type • Property age • Property tenure • Property floor area • Number of habitable rooms • Building height • Wall and floor type • Presence of room in roof • Number of dwellings in building • Listed building grade • Exposure zone Building Characteristics Energy Efficiency Measures Vulnerability Information Renewable Energy Suitability
  11. 11. Model accuracy summary Modelled Variable Accuracy Accuracy to Within 1 Band Property type 87% 89% Property age 79% 89% Property tenure 94% n/a Habitable rooms 76% 92% Primary fuel type 98% n/a Secondary heating system 88% n/a Secondary heating fuel type 87% n/a Boiler type 78% n/a Heating controls 93% n/a Meter type 96% n/a Wall construction 95% n/a Wall insulation 95% n/a Floor construction 89% n/a Floor insulation 98% n/a Loft insulation 84% 91% Room in roof 99% n/a Glazing type 100% n/a Low energy lighting 71% 85% SAP energy rating (EPC) 1 86% 98% CO2 emissions 88% 98% Home Analytics England & Wales v3
  12. 12. Address Level Data
  13. 13. Developments from Home Analytics Data • PEAT tool – optimisation tool, uses Home Analytics Data to create target driven scenarios for stock improvement based on budget and/or retrofit standard (eg EPC “C”) • Health Referral tool (flag to alert doctors to residents potentially living in cold conditions, integrated in existing patient management systems)
  14. 14. Benefits and challenges for this approach Challenges • Accessing available data (costs of private data sources) • Local authority (municipality) users can lack skills to maximise data – ideally needs consultancy support alongside the provision of the data • Individual address level data may not be accurate enough for house-by-house targeting • Who has access at what resolution? (eg supply chain?) Benefits • Very powerful tool for planning retrofit strategies, at local, regional and national level • Data can be provided at different resolutions for different users – protects privacy • Maximises value of EPC data by integrating with other datasets.
  15. 15. Communicating costs and benefits
  16. 16. The Issue Energy Advice needs to be tailored to customers individual homes and circumstances.
  17. 17. 1) The evolution of “Home Energy Checks” A home energy check provides a remote assessment of the home’s energy performance, without the need for an in-home assessment. Widely used, by EST and other similar agencies, to provide a picture of the cost and direct energy saving benefits of different energy saving measures: • As a self-completion online service by households • And – where households don’t have an EPC - also used by telephone advisors to get a snapshot of home energy performance, and costs of benefits of action, as they’re talking to callers
  18. 18. How UK Home Energy Checks work Take assumptions from RD-SAP methodology used in production of EPCs and: • Develop a broader range of default inputs (eg room size assumed on property type and number of bedrooms) • adjust standardised occupancy assumptions to reflect real living patterns. • Allows input of energy bill data, where available • Often, to make the results more useful, will ask about whether households qualify for grants (based on whether they are receiving welfare benefits).
  19. 19. Benefits and challenges of Home Energy Check tools Benefits • A hugely important tool to provide tailored advice. • Enables the incorporation of consumer preferences • Real energy use and occupancy data (unlike the EPC) • Enables the provision of clear straightforward information in an easy to use format Challenges • Difficult balance between amount of information collected (and drop out rates), and the accuracy of the results • Householders’ knowledge of their home and its systems may be limited • Narrow focus on costs and financial savings, hard to consider wider benefits. • Needs to be integrated with support to take the next steps
  20. 20. Evolving Home Energy Checks (1): integrating EPC data
  21. 21. Integrating Smart Meter Data in Advice Delivery
  22. 22. The Issue Smart meters are being rolled out in UK homes. They enable the sharing of information about real energy use data, where customers permit this, and therefore the provision of much more accurate advice and guidance about the potential for energy efficiency, as well as helping households to manage energy better.
  23. 23. Image from • The smart meter roll-out in the UK is due to complete by 2020 (but will very likely be delayed) • Customer’s half-hourly gas and electricity use data is transferred to the central Data Communications Company • With customer consent, third party providers can access the data • Energy Saving Trust is building the capacity to access this data to improve our advice delivery, based on a pilot programme • To reinforce the data provided from EPCs and through Home Energy Check tools, the use of smart meter data will enable real energy use values to replace estimates. Smart Meter Based Advice
  24. 24. “We have been able to match it [energy consumption] more accurately to house occupancy and set timers more accurately to reflect when we are in the property, when we will be leaving (switch off heating at least 30 mins before) etc.” (Householder) The Pilot Project
  25. 25. Image from The Service • Report to households on patterns of energy use over days/weeks/months • Advice on behavioural changes (eg switch of heating) • Report on potential for energy saving measures with savings data based on real energy use patterns • Real energy cost data will come through DCC this will include new Time of Use tariffs • Also incorporates real external temperature data The Process • Customer gives consent to access data from DCC – data includes both meter readings and information on current tariff, and provides occupancy information. • Up to 72 hour period for data access • Customer can receive a one-off email report or sign up for monthly reports • EST working with universities to develop (as with the pilot) an online tool version How it will work
  26. 26. Smart Meter Advice Portal
  27. 27. Benefits and challenges of the Smart Meter Advice Portal Benefits • Enables much more accurate provision of advice • Maximises the value of the Smart Meter data • Links real energy use patterns not only to behaviour change messages but also messages about potential for retrofit measures. • Clear costs data very important as smart meters enable more sophisticated time of use tariffs. Challenges • Delays in the roll out • Cumbersome consents process • How will we explain EPC data and the smart meter data • Could be superseded through new second-by-second CAD based services?
  28. 28. Datamatching to target fuel poverty
  29. 29. The Issue • Many funding programmes in the UK are only available to people at risk of fuel porvety. • Households don’t know they are in fuel poverty, and may be reluctant to identify themselves. • Retrofit companies asking householders to prove they are on low incomes is intrusive, difficult and does not respect customers privacy. • Retrofit programme managers need to verify ownership of properties.
  30. 30. Datamatching to identify households at risk of fuel poverty • The UK’s national energy supplier obligation (ECO) programme is now entirely focused on households at risk of fuel poverty • “At risk of fuel poverty” is defined as receiving one or more of several qualifying welfare payments, eg: • Income Support (for people on low incomes) • Jobseekers Allowance (for people out of work) • Carer’s Allowance • For companies delivering that programme on behalf of the energy suppliers, EST delivers a datamatching service working with the UK Department for Work and Pensions (DWP) This replaces the previous approach where companies collected evidence in the form of letters directly from households. • On identification of a group of potentially qualifying households, batch data is transferred from the company via EST to be checked by DWP who will flag (yes/no) whether the household is on any of the qualifying benefits • As a related service we can now also perform home ownership checks for ECO providers with the Land Register (Cadastral Register).
  31. 31. Benefits and challenges for this approach Benefits • Makes easier for households to benefit from the scheme • Major improvement in protecting customers’ privacy (GDPR compliance etc) • Rapid and cost-effective Challenges • Are qualifying benefits the best way to identify the fuel poor? • Some data not available from DWP
  32. 32. Promoting Action on Renewable Energy and Harder to Improve Homes
  33. 33. The Issue Only 1 in 50 homes in Scotland currently have a renewable energy system. Strong potential and need – significant off- gas population and ambitious carbon targets. Customers considering renewable heat and other deep retrofit measures need impartial, expert advice beyond what the EPC can provide. That’s required both to choose the right measures for them and to understand costs and the next steps in installation.
  34. 34. Helping Scottish households choose renewables New Developments Energy storage grants Transport advice offered during home visits District heating advice •Continued promotion at home buyers •Events focused on tenement residents •Trialling Skypeto deliver advice instead of over the phone
  35. 35. Home Renewables Expert Advice and Audit • Expert advisors (trained in EPC production but also specialist renewables expertise) will complete an in-home visit • Based on the EPC process • Collect occupancy and real energy use data (so not an asset rating process) • Detailed modelling of different scenarios for renewable energy (as well as conventional systems) and discuss consumer preferences • Detailed guidance on next steps
  36. 36. Benefits and Challenges of this approach Benefits • Essential advice to build an early market for home renewables in Scotland. • Helps build a specialist energy audit industry. Challenges • Cost!
  37. 37. New Developments
  38. 38. Assessment to support Minimum Standards Regulations in Scotland • “For some owner occupiers or landlords from the private rented sector, the process from assessment through to improvement, to meeting the Long-Term Domestic Standard will be straightforward and the current EPC assessment should be able to be used. However, there will be situations where the owner of the property may be unsure of what measures to install, or want to know what to do to achieve a higher standard. There are also technical issues around buildings that could mean that some additional assessment will be needed.”* • A short life working group is currently supporting the Scottish government to develop an enhanced assessment process to support minimum standards *Energy Efficient Scotland Consultation: Making our homes and buildings warmer, greener and more efficient, Scottish Government, May 2018, Available at: p.16
  39. 39. X-tendo - eXTENDing the energy performance assessment and certification schemes via a mOdular approach Feature 1: Smart readiness indicator (SRI) Feature 2: Comfort indicator Feature 3: Outdoor air pollution indicator Feature 4: Integrating real energy consumption data Feature 5: Interaction with district energy systems Feature 6: EPC databases for improved data-mining, quality and compliance control Feature 7: Building logbooks Feature 8: Tailored Recommendations Feature 9: EPCs and Finance options Feature 10: One Stop Shops Xtendo is a planned Horizon 2020 project covering ten countries, approved for funding in January 2019. The project will develop and test new features for EPCs
  40. 40. Challenges & Issues for Energy Agencies in delivering new data-driven approaches • Resourcing of energy agencies work – investment costs (Brexit…) • Innovation culture • Tend to be dwelling led approaches to analysis • Apartments – 40% of Scottish stock – all approaches ive described at dwelling level • District level approaches to heat decarbonisation • Probably broader engagement needed to work alongside these services • A lot will depend on whether Scotland holds its nerve on new regulatory approaches.
  41. 41. If you would like to have more information about this presentation, please contact David Weatherall