家庭能源标签：追求透明度和效率的经验教训.pdf

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1、Click to edit Master title style2_Title SlideHome Energy Labeling:Lessons Learned in Pursuit of Transparency and EfficiencyApril 3,20242:00 3:30 PMClosing and Q&A 123AgendaPresentationsWelcome and Home Energy Score OverviewMegan PlogDepartment of EnergyHome Energy Score Program5Goal:Build market val

2、ue for home energy efficiency through standard data and metrics that are applicable to all existing homes.Target Markets Existing single-family homes Townhomes Manufactured,multifamily(coming soon!)Focus Areas Consumer education Data aggregation Real estate integrationHome Energy Score A“Miles Per G

3、allon”Rating for HomesAn Energy Asset RatingFeatures that convey in home salesRepresent bulk of features that impact home energy useData collection typically under one hour for AssessorsNationally applicable,results in comparable estimates for homes regardless of previous occupancy statusAnalogous t

4、o MPG ratings&nutrition facts in structure Score ReportEasy to understand summary score from 1 to 10Cost-effective recommendations to save energy and improve score(customizable to local goals&incentives)Comparable home energy use and cost estimatesStandard DOE report or customize to your needs/prior

5、itiesLink to financing products and industry standards for dataCommon Use Cases:Municipal,State,and Utility Programs Used by cities across the country in real estate and rental disclosure ordinances:valuing EE in the market Used by states in statewide labeling frameworks/programs Utilized by utiliti

6、es as part of EE/rebate programs to encourage more EE improvements Used by community action agencies to help LMI community save money Linked with mortgage productsFrom homeenergyscore.govState&Local Home Energy Score Policies are Growing!Real Estate ListingsAnn Arbor,MIBend,ORBerkeley,CAHillsboro,OR

7、Milwaukie,ORPiedmont,CAPortland,ORRental InspectionsGainesville,FLUtility ImplementedColumbia Water&LightEnergize CTFort Collins,COMass SaveLabeling FrameworkState of MaineState of MissouriState of New YorkState of OregonState of South CarolinaState of UtahPending PoliciesBeaverton,ORCorvallis,ORDav

8、is,CAEugene,OREureka,CAState of WashingtonMajor Renovations/Reach CodeCarlsbad,CAEncinitas,CALatest Research FindingsHow Does Home Energy Score Affect Home Value and Mortgage Performance?In cities that require Home Energy Score in real estate listings:Higher Home Energy Score was associated with hig

9、her purchase price(0.5%higher purchase price for each point increase on Home Energy Score scale)A$100 increase in estimated annual energy bills was associated with a 0.4%decrease in purchase priceEnergy Labels Affect Behavior on Rental Listing WebsitesEnergy labels on a mock rental listing website e

10、ncouraged renters to select the most efficient listings 21%more oftenShowing listings with a Home Energy Score and the corresponding scale and estimated energy costs led to higher“click”rates of energy efficient propertiesBuilds off previous research(ACEEE,2020)which showed similar findings for pros

11、pective home buyers on a mock real estate listing website“requiring home sellers to provide buyers with certified audits of residential energy efficiency.increases price premiums for energy efficiency and encourages energy-saving investments.”-Myers,E.,Puller,S.,and West,J.(forthcoming).Mandatory En

12、ergy Efficiency Disclosure in Housing Markets.American Economic Journal Demo the Home Energy Score tool onlineTo try generating an unofficial Home Energy Score on your own:Visit https:/guest.hescore.labworks.orgFor information and demonstration purposes only Do not share unofficial guest scores publ

13、iclyContact us at HomeEnergyScoreee.doe.govif you have any questions!Become a Home Energy Score Partner!1.Check out our Become a Partner page on our website.2.Email us at homeenergyscoreee.doe.gov if you have any questions about the tool or program.3.Fill out the Partner Implementation Plan and subm

14、it it to us via email.4.Once the implementation plan is approved by DOE,sign the Partnership Agreement.5.Sign up Assessors in your program!www.homeenergyscore.gov Thank you!Megan“Gilly”PlogHome Energy Score Program Managermegan.plogee.doe.govPatty KappazProgram&Partnerships L Erik LundquistTechnical

15、 Operations&Assessor Onboarding L Gretchen HitchnerCommunications L Torsten GliddenScoring Tool,QA,Software,&Development LEmily CostelloProgram Support SMike PowersSenior Sustainability ACatherine GalleyCommunications SpecialistCatherine.Gwww.homeenergyscore.gov homeenergyscoreee.doe.govTodays Prese

16、nters Steve Christensen,Energy AssessorAnn Arbor,MI Ammon Reagan,Sustainability Program CoordinatorBerkeley,CA Roger Kainu,Sustainability Program CoordinatorOregon Department of EnergySteve ChristensenAnn Arbor,MIHome Energy Labeling Lessons LearnedBetter Buildings,Better Plants SummitWashington,D.C

17、.April 3,202415The Purpose of the HERD Ordinance-A2ZERO16Achieving a just transition to community-wide carbon neutrality by 2030 through the A2ZERO Plan20192019Climate Emergency Declaration unanimously passed Ann Arbor City Council20202020Unanimous adoption of A2ZERO Plan7 Strategies,3 Guiding Value

18、s,44 Actions2022 Community Climate Action Millage PassesThe Purpose of the HERD Ordinance-Intent1.Customer Protection;“.enable more knowledgeable decisions about the full costs operating dwellings prior to purchase”2.Build awareness;“.motivate investments in home improvements that increase health,sa

19、fety,and welfare of occupants AND lower utility bills,reduce carbon emissions,and increase comfort.”17 How to Comply with the HERD OrdinancePrior to Publicly Listing within the City Limits of Ann Arbor the Seller must:Obtain a Home Energy Score from a HES Assessor Make it available to Real Estate Ag

20、ent,potential buyers and OSI Include HES in at least one Listing and notify OSI18Why Choose the HES?Reliable:Developed by the Department of Energy Quick:Assessment can be completed in 1 to 2 hours Easy to Understand:Miles per Gallon for the home19Implementation-OutreachStakeholder Engagement Realtor

21、 PresentationsCommunity Outreach Sustainability Series Print Ads Media Local Access television,YouTube,Social Media20Implementation-Service DeliveryCity of Ann Arbor HES Assessment No cost to Citizens(Millage funded)2 Full Time In-house HES Assessors 3-4 Contract HES Assessors Link to private HES Co

22、ntractors21Barriers and Hurdles to Acceptance The“Score”:Everyone wants a10 Enforcement:How do we knowwho is not in compliance Time of listing Publication Enforcing PenaltiesCommunications Are we being clear incommunicating the process?22Take-Aways,Lessons Learned,Next StepsTake-aways/Lessons Learne

23、d People are scheduling HES weeks ahead of listing Sharing the Score;Citizens have privacy concerns People want this Information;Citizens signing up for HES Assessment when not selling their home Realtors continue to be an AllyNext StepsConnect Effort to Larger A2ZERO GoalsWrap-Around Services and t

24、he Home Energy Advisor ProgramAutomate the Process Data currently across four platformsFormalize a Communications Plan Expand Outreach to Directly Educate the Potential Buyer Learn from the Data Market and Equity concerns23THANK YOU24Email Questions toHerdInfoa2gov.orgHerdInfoa2gov.orgOr Leave a voi

25、cemail734734-794794-66306630Ammon ReaganBerkeley,CAPlace image here below red line.Building Emissions Saving Ordinance(BESO)Berkeleys HES ProgramApril 3,2024Building Emissions Saving Ordinance(BESO)Buildings less than 25,000 sqftBuildings greater than 25,000 sqftTime of Listing ProgramLarge Building

26、 Program Requires an energy/electrification assessment prior to listing a building for sale Home Energy Score for Single Family Homes Provides information to potential buyers Projected utility bills Energy systems and building characteristics Progress towards electrification Refers building owners i

27、nto local incentive programs to complete voluntary upgradesCurrent Time of Listing ProgramProgram ImplementationRegional HES Program Partner Trains HES Assessors Maintains HES database Ensures QA/QCLocal Program Administrator Monitors real estate listings Assists homeowners and realtors withcomplian

28、ceProgram Implementation Program Set-up:1.5 FTE External assessors Homeowner covers HES cost Funding(50/50 split):Citys general fund Assessment filing feesSUBMIT ENERGY ASSESSMENTFILING FEEHouses(1-4 dwelling units)$79Buildings 850-4,999 ft2$79Buildings 5,000-24,999 ft2$152Progress to Date From 2015

29、-Present:3,900 HES assessments 500 HES per year 4.5 average score HES Assessors:13 companies 28 individual assessors Compliance:90%compliance rateElectrification ChecklistLessons LearnedEnsure Smooth Sales ProcessDevelop online tools and payment systemsWork with realtors to determine their needsChal

30、lenges of Tracking Recommendation UptakeData privacy issues with local rebate programsLack of granular permit dataTime of Listing vs Time of SaleAssessment information not available to buyersTime of listing is easier to enforceBESO 2.0Time of Sale Upgrade RequirementsBerkeleys Existing Building Elec

31、trification Strategy1Time of Replacement&RenovationTime of SaleBuilding Performance StandardsNeighborhood Electrification&Gas Pruning234Berkeleys Upgrade Requirements Timeline2023202420252026+Convened technical advisorycommitteeExtensive outreach to realtors,community and environmentalgroupsDevelope

32、d policy recommendationWork with City CommissionsBring proposal to CouncilPrep for implementationStart implementationZero-Emission Appliance RuleProhibits the sale and installation of NEW NOx emitting water heaters and furnacesNo Gas Water Heating 2027 Smaller buildings 2031 Medium/large buildingsNo

33、 Gas Space Heating(HVAC)2029 All buildings4Overview of Requirements for 1-4 Unit Buildings Seller completes the HomeEnergy Score assessment Buyer completes the upgrade(s)within 2 years of the sale ifcompliance has not been metFlexible Resilience Standard Upgrade requirements:List of possible upgrade

34、s Each upgrade has a corresponding point value Buildings need to achieve minimum number of points through upgrades Point value criteria:Emissions savings Cost Health,safety,resilience bonus Rationale:Addresses range of building conditions Owner can prioritizeProposed MeasuresElectric ReadyElectrific

35、ationResilience/SafetyEnergy Efficiency Pre-wiring&240v outlets Panel upgrade Heat Pump Water Heater Heat Pump HVAC EV Charging Station Induction Range Attic Insulation Wall Insulation Floor Insulation/Crawlspace Improvement Air Sealing(Verified)Window replacements Duct Sealing/Replacement(Verified)

36、Solar PV Installation Battery storage installation Replace knob and tubeExemption Pathway:Heat Pump SystemWater HeatingSpace Heating/HVACOR Provides buyers withrecommended measures thatwould meet requirements Confirms heat pump exemption Credit for High Home EnergyScoreUtilizing the HES with Upgrade

37、 RequirementsExample:Home doesnt have a heat pump systemSeller completes assessment(Home Energy Score)Home listed for saleBuyer completes upgrades to meet target credit requirement and utilizes escrow depositFunds to cover upgrades are set aside at closing through escrow depositExample:Home has a he

38、at pump systemSeller completes assessment(Home Energy Score)Home listed for saleFully Compliant,no upgrade neededOR Exemptions/Support:All-electric homes with permits showing capped gas line Income qualified First Time Home Buyers Support:Offset assessment costs for income qualified sellers Credit f

39、or High Home Energy Score Option to obtain early refundProposed Exemptions/Support23Thank You!Ammon ReaganBESO Program CoordinatorOffice of Energy and Sustainable DevelopmentAReaganBerkeleyCA.govRoger KainuOregon Department of EnergyOregon Department of ENERGY Home Energy LabelingLessons Learned in

40、Pursuit of Transparency and EfficiencyPresenter Roger KainuHome Energy Labeling:4 Oregon Cities 49Oregon Cities:Policy GoalsGeneral energy labeling policy goals(from General energy labeling policy goals(from city staff):city staff):Inform all buyers about expected home Inform all buyers about expect

41、ed home energy costs(“The Right to Know”).energy costs(“The Right to Know”).Provide a proven metric for the real estate Provide a proven metric for the real estate market to value energy efficiency in market to value energy efficiency in homes.homes.Reduce residential energy consumption Reduce resid

42、ential energy consumption per capita as defined by each communitys per capita as defined by each communitys sustainability/climate action plan.sustainability/climate action plan.50Oregon Cities:Policy Development Approach1.Staff engaged key technical/policy experts;policy goals established2.Policy c

43、hampion on council confirmed.3.Potential public supporters identified:green realtors,contractors,environmental orgs etc.4.Policy drafted5.Local real estate association informed of policy proposal6.Policy legislation officially introduced7.Real estate industry input received as part of regular commun

44、ity engagement process8.Policy passed9.Collaboration with real estate association on program mechanics during rulemaking process 51State Supports Oregon citiesState-level policy/program support for local governments:Administer rules and regulations for energy labeling activity Home Energy Assessor r

45、ecruitment/training/onboardingQuality Assurance of scoresIT Infrastructure for creating scores Local branding/info on scorecard52EarthAdvantageOregon Cities:DOE Home Energy ScoreEarthAdvantageOregon Cities:DOE Home Energy ScoreOregon cities Policy Results55Market costs for a score remain$125-$250(av

46、g is$150)Assessor availability meets/exceeds market demand Real estate transactions have not been disrupted 1%of sellers request a subsidized assessment from citySurvey results:62%of buyers used the HES to consider EE investmentsAt peak,80%of real estate listings w/HES info available Policy Developm

47、ent Considerations56Allocate staff time for policy development and program pre-launch activities:Market researchProgram structure developmentPreliminary stakeholder engagementPolicy draftingPolicy advocacyPublic involvement processPre-launch program developmentImplementation Considerations57Overall

48、program coordinationCommunications and marketingFunding for LMI seller populationCustomer hotlineQuality assurance(5%of all scores for HES)Workforce recruitment and trainingStakeholder training(realtors,lenders,property managers,etc.)Total Homes Scored:36,000+in 60 monthsAuthorized Assessors:57Portl

49、and Since Jan 2018Pop:645,291Total Homes Scored:500+in 26 monthsAuthorized Assessors:35Milwaukie Since Oct 2020Pop:20,291Hillsboro Since Sept 2021Pop:116,543Total Homes Scored:1,800+in 20 monthsAuthorized Assessors:35Home Energy Labeling:4 Oregon Cities Bend Since July 2023Pop:102,059Total Homes Sco

50、red:To launch July 2023Authorized Assessors:1059Thank You Questions?Roger KainuRoger.KainuEnergy.Oregon.GovQ&AYour Feedback is Important to UsUse the 2024 Summit mobile app to:Find sessions by track Build your personal schedule Network with attendees Learn about speakers Provide feedback on the SummitDownload Whova from the App Store or Google Play and search for the event Better Buildings Summit