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Deep Energy Retrofits



Energy Efficiency programs aim for a 20 to 30%
" water heating needs."
reduction in space and
A deep energy reduction aims for 50 to 90%."

Shawna Henderson, CEO"
Bfreehomes Design Ltd."
Approaching Net Zero Energy 

in Existing Houses"
12 house types, 6 cities"
Range of ages:"
1922 to 2000"
1. "How does house type/
age affect NZEEH?"
2. "How does climate affect
NZEEH?"
13.2 million existing homes in Canada, 

approx 98% of overall housing stock"
"
Nova Scotia: nearly 50% pre-1970"
Halifax: dwindling land resources in city, 

increasing sale prices"
"
Situation!
Higher energy prices, older houses:
OPPORTUNITY TO GO DEEP"
Challenge"
Qualified trades, Financing"
Don’t be tempted by the
low hanging fruit!"
"

House Yoga – Flexibility & Endurance"

"

Where is dew point?"
What is first condensing surface?"
Small extra cost vs. big energy savings?"

1” type 4 foam on 2x4 walls = Lost Opportunity 

R10 or R12 + R5 = R15 to 17"
(vs. new code R24 min … what does resale look like in 5 years?)
"

3” foil-faced polyiso as ext air barrier:"
R10 or R12 + R18 = R28 to 30
"
Approaching	
  Net	
  Zero	
  Energy	
  in	
  Exis4ng	
  Houses	
  
	
  
Upgraded	
  Envelope	
  Targets	
  (RSI/R)	
  
Averages from superinsulated houses built/designed in the last 5 years 

	
  
in Canada and northern US, incl. EQuilibrium House Initiative projects
Ceiling

Main Walls Exposed
Floors

Below
Grade
Walls

Slab

Vancouver

10.6 (60)

7.0 (40)

7.0 (40)

7.0 (40) 1.8 (10)

Calgary
Toronto

14.4 (80)
10.6 (60)

10.6 (60)
7.0 (40)

10.6 (60)
7.0 (40)

7.0 (40) 1.8(10)
7.0 (40) 1.8 (10)

Montreal

14.4 (80)

10.6 (60)

10.6 (60)

7.0 (40) 1.8 (10)

Halifax
Whitehorse

10.6 (60)
14.4 (80)

7.0 (40)
10.6 (60)

7.0 (40)
10.6 (60)

7.0 (40) 1.8 (10)
7.0 (40) 1.8 (10)
Assumptions we can challenge"
Canadian houses need full-size,
central heating systems"
The diminishing returns on insulation limit
thermal envelope improvements"
"
Windows have crappy performance"
Energy availability and low prices will remain
stable, so it’s business as usual"
Renovation Pyramid
"
The Envelope, Please!"
Focus on draftproofing, then insulation"
"foundation up"

Doors, windows replace/repair/retrofit"
"
Lower envelope requirements = "
Lower energy needs = "
smaller space conditioning requirements"
Ligh4ng	
  
5%	
  

Shift the relationships between
purposes and energy use"
"

As	
  Is	
  

Appliances	
  
13%	
  

Water	
  
17%	
  

DER	
  with	
  Solar	
  Thermal	
  
Space	
  	
  
65%	
  
Ligh4ng	
  
13%	
  

Space	
  	
  
33%	
  

Conven*onal	
  
Ligh4ng	
  
6%	
  
Appliances	
  
46%	
  

Appliances	
  
16%	
  

Water	
  
21%	
  

Space	
  	
  
57%	
  

Water	
  
8%	
  
Meeting DHW load becomes becomes
bigger challenge than space heating
as envelope improves"
Energy	
  Use	
  Comparison	
  
400	
  
350	
  
300	
  
250	
  
50%	
  reduc4on	
  

Ligh4ng	
  

200	
  

Appliances	
  
Water	
  

150	
  
80%	
  reduc4on	
  

Space	
  

100	
  
50	
  
0	
  
As	
  Is	
  

Conven4onal	
  

DER	
  with	
  solar	
  	
  
#1: get rid of water problems"
#2: don’t invite them back"

A: No direct contact w/concrete or
masonry walls or floors for moisture
sensitive materials"
B: Moisture tolerant materials are not
in contact with materials that will
absorb water if there is problem"
C: Airtight construction on foundation
walls and floors warms first
condensing surface, mitigating
moisture issues in living space"

Plumbing and electrical services run in front of 2 lb foam insulation and behind
standoff wall – full depth insulation throughout basement and header area"
Above-Grade Insulation
"
‘flash and batt’ interior strap-out or standoff
"
Min. 2” layer of 2lb foam for air barrier
"


!!! HEADER ALERT!!!
"

"
Biggest issue: DER with exterior insulation can
make wall more vulnerable to leaks and damage"

Especially at
attached shed
roofs "

Especially with
windows above"

Especially in
areas prone to
horizontal driving
rain"
Picture from BSI presentation at ACI New England 2010:
Windows: i.e., The Holes in Your Wall
OMG!!! BFFL!!!

The Whole House Drainage Plane
"
Outies Rule!"
Extended ½” ply window bucks flush with
3 to 4 inches of exterior foam"

Illustra4on	
  from	
  
www.buildingscience.com	
  

Another Bestie:"
Pan Flashings"

Innies:"
Window is in 

same plane as original wall"

Pictures from BSI presentation at ACI New England 2010:
Windows: i.e., The Holes in Your Wall

• Simpler drainage plane connections and geometry"
• Lower cost (extra trim is interior material – we use drywall)"
• Similar appearance to original, tie in w/neighbourhood"

• Perhaps greater protection from wind-driven rain from inset"
• Some additional solar shading"
• Can use existing window trim"
• If windows are not going to be replaced, what choice?"
Comfort Envelope = Thermal Envelope
"

5- year payback based on $ spent vs. energy savings not the whole story
– how to quantify comfort?"
Windows, siding = ‘permanent’ components w/20 yr planning horizon"
Window Comfort 1
"

Inside glass temp affects rate at which occupants
radiate body heat to the glazing. "
It also impacts condensation and moisture issues in
a house as envelope is improved."
Mechanical ventilation required in DERs "
With low space heating loads: can we use ventilation
system to distribute heat a lá PassivHaus?"
Window Comfort 2
"
4 factors:"
Air Temperature"
Mean Radiant Temperature"
Relative Humidity"
Air Movement"

OK, 5:"
Proximity"
Where are you comfortable?"
…1’ …2’ …3’ …4’ from wall?"
Cuts down on useable room
size to stay comfortable – forget
issue with thick walls!"

Air Movement/"
Relative Humidity"

Mean Radiant Temp/"
Air Temperature"
Thermal/Comfort Envelope
"
Thermal Envelope shortcomings can be
fixed by improving equipment efficiency"
"
Comfort Envelope shortcomings leave
complaints, customer dissatisfaction and"
increased energy expense and pollution
because of higher thermostat settings."
"
Work with Thermal/Comfort Envelope."
Oh, ya, mechanicals…
"
Two of each:"
"
60% efficient,
120k Btu oil boiler"
"
80 gal. electric
water heaters +
indirect tank,
uninsulated in
unconditioned
space"

… to this"
(reasonable facsimile of system)
"

From this …
"

97% efficient, 50k Btu natural gas
condensing boiler augmenting solar
thermal system "
DHW and space heating delivered via
dual-coil, 120 gallon storage tank"
From monster cast iron rads
EVERYWHERE to infloor
radiant at 12 and 16 inch o/c"
From high-temp hydronic
baseboards EVERYWHERE to a
few wall-hung low-temp rads"
House as an Investment
"
Define investment period
"
What’s in your pocket at the
end?"
"
Alternatives …
"
Scenarios for house"
Scenarios for money"

Resale-ability?"
Non-energy benefits?"
Investment
horsepower?"
What makes us tick?"
Spending decisions NOT based on bottom line:"
–  Comfort, safety, peace of mind"
–  Personal goals"
–  Ego gratification"
–  Justification leads to cherry-picking"
–  Community leadership"
DRIVERS ARE NON ENERGY BENEFITS"
Value of Non-Energy Benefits…"
…to utility

Transmission /distribution savings

Peak load restrictions

Reductions in arrears and late payments/write offs/bad debt

Reduced regulatory costs and discount payments

Reduced emergency service calls"

…to society

Economic impacts (job creation/tax revenue)

Improved housing stock/preservation

Emission/environmental impacts

Health and safety benefits

Water and wastewater savings"
"

What do all of these
benefits have in
common? "
They can be quantified.
"
How does the Homeowner/Ratepayer 

Gain from Non-Energy Benefits?"
Financial"
Comfort"
Aesthetics"
Health and safety"
Noise reduction"
Education-related"
Convenience"

What do all of these
benefits have in
common? "
Except for #1, they are
difficult to quantify
objectively."
Broader, clearer financial analysis
"

Financial analysis does not begin and end with
payback on a product – Return on Investment (ROI)
is clearer indicator of how and where clients can
best spend their money"
EE Investment/Energy Costs
"
Conventional: $22k"

Oil "
"$8,100"
Electricity "$7,300"
Nat Gas "$4,000"
Oil "
"$5,100"
Electricity "$4,600"
Nat Gas "$2,600"

Deep Energy Retrofit: $37k"
DER w/solar combi: $52k"

Oil "
"$2,100"
Electricity "$1,900"
Nat Gas "$1,000"
How to Frame the Analysis of Return on
Investment for Energy Savings Measures

"
Among the practical range of investment decisions:"
"

"Which provides the largest “return”?"
"Which are in your budget range?"
"Which achieves the desired returns within investment timeframe?"
""
"What non-energy benefits are driving your decision?"
e.g., comfort and aesthetic benefits, health and safety, greater control over
energy use, ease of selling home, enhanced pride and prestige, environmental
responsibility"

"
Phases and Roadmaps
"
If this, then…
Where you’re going

If this, then…

Where you are

If this, then…
Building

Critical
Mass:


If this, then…

increased
demand 


+

stable,
qualified work
force
"

If this, then…

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Shawna henderson_nshba_trc_oct2010

  • 1. Deep Energy Retrofits
 
 Energy Efficiency programs aim for a 20 to 30% " water heating needs." reduction in space and A deep energy reduction aims for 50 to 90%." Shawna Henderson, CEO" Bfreehomes Design Ltd."
  • 2. Approaching Net Zero Energy 
 in Existing Houses" 12 house types, 6 cities" Range of ages:" 1922 to 2000" 1. "How does house type/ age affect NZEEH?" 2. "How does climate affect NZEEH?"
  • 3. 13.2 million existing homes in Canada, 
 approx 98% of overall housing stock" " Nova Scotia: nearly 50% pre-1970" Halifax: dwindling land resources in city, 
 increasing sale prices" " Situation! Higher energy prices, older houses: OPPORTUNITY TO GO DEEP" Challenge" Qualified trades, Financing"
  • 4. Don’t be tempted by the low hanging fruit!" " House Yoga – Flexibility & Endurance" " Where is dew point?" What is first condensing surface?" Small extra cost vs. big energy savings?" 1” type 4 foam on 2x4 walls = Lost Opportunity 
 R10 or R12 + R5 = R15 to 17" (vs. new code R24 min … what does resale look like in 5 years?) " 3” foil-faced polyiso as ext air barrier:" R10 or R12 + R18 = R28 to 30 "
  • 5. Approaching  Net  Zero  Energy  in  Exis4ng  Houses     Upgraded  Envelope  Targets  (RSI/R)   Averages from superinsulated houses built/designed in the last 5 years 
   in Canada and northern US, incl. EQuilibrium House Initiative projects Ceiling Main Walls Exposed Floors Below Grade Walls Slab Vancouver 10.6 (60) 7.0 (40) 7.0 (40) 7.0 (40) 1.8 (10) Calgary Toronto 14.4 (80) 10.6 (60) 10.6 (60) 7.0 (40) 10.6 (60) 7.0 (40) 7.0 (40) 1.8(10) 7.0 (40) 1.8 (10) Montreal 14.4 (80) 10.6 (60) 10.6 (60) 7.0 (40) 1.8 (10) Halifax Whitehorse 10.6 (60) 14.4 (80) 7.0 (40) 10.6 (60) 7.0 (40) 10.6 (60) 7.0 (40) 1.8 (10) 7.0 (40) 1.8 (10)
  • 6. Assumptions we can challenge" Canadian houses need full-size, central heating systems" The diminishing returns on insulation limit thermal envelope improvements" " Windows have crappy performance" Energy availability and low prices will remain stable, so it’s business as usual"
  • 8. The Envelope, Please!" Focus on draftproofing, then insulation" "foundation up" Doors, windows replace/repair/retrofit" " Lower envelope requirements = " Lower energy needs = " smaller space conditioning requirements"
  • 9. Ligh4ng   5%   Shift the relationships between purposes and energy use" " As  Is   Appliances   13%   Water   17%   DER  with  Solar  Thermal   Space     65%   Ligh4ng   13%   Space     33%   Conven*onal   Ligh4ng   6%   Appliances   46%   Appliances   16%   Water   21%   Space     57%   Water   8%  
  • 10. Meeting DHW load becomes becomes bigger challenge than space heating as envelope improves" Energy  Use  Comparison   400   350   300   250   50%  reduc4on   Ligh4ng   200   Appliances   Water   150   80%  reduc4on   Space   100   50   0   As  Is   Conven4onal   DER  with  solar    
  • 11. #1: get rid of water problems"
  • 12. #2: don’t invite them back" A: No direct contact w/concrete or masonry walls or floors for moisture sensitive materials" B: Moisture tolerant materials are not in contact with materials that will absorb water if there is problem" C: Airtight construction on foundation walls and floors warms first condensing surface, mitigating moisture issues in living space" Plumbing and electrical services run in front of 2 lb foam insulation and behind standoff wall – full depth insulation throughout basement and header area"
  • 13. Above-Grade Insulation " ‘flash and batt’ interior strap-out or standoff " Min. 2” layer of 2lb foam for air barrier " 
 !!! HEADER ALERT!!! " "
  • 14. Biggest issue: DER with exterior insulation can make wall more vulnerable to leaks and damage" Especially at attached shed roofs " Especially with windows above" Especially in areas prone to horizontal driving rain" Picture from BSI presentation at ACI New England 2010: Windows: i.e., The Holes in Your Wall
  • 15. OMG!!! BFFL!!!
 The Whole House Drainage Plane "
  • 16. Outies Rule!" Extended ½” ply window bucks flush with 3 to 4 inches of exterior foam" Illustra4on  from   www.buildingscience.com   Another Bestie:" Pan Flashings" Innies:" Window is in 
 same plane as original wall" Pictures from BSI presentation at ACI New England 2010: Windows: i.e., The Holes in Your Wall • Simpler drainage plane connections and geometry" • Lower cost (extra trim is interior material – we use drywall)" • Similar appearance to original, tie in w/neighbourhood" • Perhaps greater protection from wind-driven rain from inset" • Some additional solar shading" • Can use existing window trim" • If windows are not going to be replaced, what choice?"
  • 17. Comfort Envelope = Thermal Envelope " 5- year payback based on $ spent vs. energy savings not the whole story – how to quantify comfort?" Windows, siding = ‘permanent’ components w/20 yr planning horizon"
  • 18. Window Comfort 1 " Inside glass temp affects rate at which occupants radiate body heat to the glazing. " It also impacts condensation and moisture issues in a house as envelope is improved." Mechanical ventilation required in DERs " With low space heating loads: can we use ventilation system to distribute heat a lá PassivHaus?"
  • 19. Window Comfort 2 " 4 factors:" Air Temperature" Mean Radiant Temperature" Relative Humidity" Air Movement" OK, 5:" Proximity" Where are you comfortable?" …1’ …2’ …3’ …4’ from wall?" Cuts down on useable room size to stay comfortable – forget issue with thick walls!" Air Movement/" Relative Humidity" Mean Radiant Temp/" Air Temperature"
  • 20. Thermal/Comfort Envelope " Thermal Envelope shortcomings can be fixed by improving equipment efficiency" " Comfort Envelope shortcomings leave complaints, customer dissatisfaction and" increased energy expense and pollution because of higher thermostat settings." " Work with Thermal/Comfort Envelope."
  • 21. Oh, ya, mechanicals… " Two of each:" " 60% efficient, 120k Btu oil boiler" " 80 gal. electric water heaters + indirect tank, uninsulated in unconditioned space" … to this" (reasonable facsimile of system) " From this … " 97% efficient, 50k Btu natural gas condensing boiler augmenting solar thermal system " DHW and space heating delivered via dual-coil, 120 gallon storage tank"
  • 22. From monster cast iron rads EVERYWHERE to infloor radiant at 12 and 16 inch o/c"
  • 23. From high-temp hydronic baseboards EVERYWHERE to a few wall-hung low-temp rads"
  • 24. House as an Investment " Define investment period " What’s in your pocket at the end?" " Alternatives … " Scenarios for house" Scenarios for money" Resale-ability?" Non-energy benefits?" Investment horsepower?"
  • 25. What makes us tick?" Spending decisions NOT based on bottom line:" –  Comfort, safety, peace of mind" –  Personal goals" –  Ego gratification" –  Justification leads to cherry-picking" –  Community leadership" DRIVERS ARE NON ENERGY BENEFITS"
  • 26. Value of Non-Energy Benefits…" …to utility
 Transmission /distribution savings
 Peak load restrictions
 Reductions in arrears and late payments/write offs/bad debt
 Reduced regulatory costs and discount payments
 Reduced emergency service calls" …to society
 Economic impacts (job creation/tax revenue)
 Improved housing stock/preservation
 Emission/environmental impacts
 Health and safety benefits
 Water and wastewater savings" " What do all of these benefits have in common? " They can be quantified. "
  • 27. How does the Homeowner/Ratepayer 
 Gain from Non-Energy Benefits?" Financial" Comfort" Aesthetics" Health and safety" Noise reduction" Education-related" Convenience" What do all of these benefits have in common? " Except for #1, they are difficult to quantify objectively."
  • 28. Broader, clearer financial analysis " Financial analysis does not begin and end with payback on a product – Return on Investment (ROI) is clearer indicator of how and where clients can best spend their money"
  • 29. EE Investment/Energy Costs " Conventional: $22k" Oil " "$8,100" Electricity "$7,300" Nat Gas "$4,000" Oil " "$5,100" Electricity "$4,600" Nat Gas "$2,600" Deep Energy Retrofit: $37k" DER w/solar combi: $52k" Oil " "$2,100" Electricity "$1,900" Nat Gas "$1,000"
  • 30. How to Frame the Analysis of Return on Investment for Energy Savings Measures
 " Among the practical range of investment decisions:" " "Which provides the largest “return”?" "Which are in your budget range?" "Which achieves the desired returns within investment timeframe?" "" "What non-energy benefits are driving your decision?" e.g., comfort and aesthetic benefits, health and safety, greater control over energy use, ease of selling home, enhanced pride and prestige, environmental responsibility" "
  • 31. Phases and Roadmaps " If this, then… Where you’re going If this, then… Where you are If this, then…
  • 32. Building
 Critical Mass:
 If this, then… increased demand 
 +
 stable, qualified work force " If this, then…