Remote Home Energy Score Assessments (Feasibility Study)

Abstract

The delivery of Home Energy Scores (HES) has been significantly impacted over the last year by the recent pandemic and ongoing limitations to person-to-person interactions. There are also historic challenges in providing HES to more remote geographies where assessor infrastructure is not in place. Alternative approaches to in-person, on-site home energy assessments could help address these current restrictions, while also potentially providing opportunities for the efficient delivery of HES in certain use cases after COVID-related restrictions are lifted. From the program administrator’s perspective, there needs to be confidence that the remote scores closely match what they would have been if the assessment had been performed on-site. The recommendations shown on a report generated from a remote score should closely match those of an onsite assessment. A remote assessment should be an option for all HES Partners and have direction on how to deliver those scores. From the HES partner’s and assessor’s perspective, there needs to be understanding of what level of experience is needed, what system infrastructure is required, the time expenditure of the remote assessment process, and the limitations of a remote assessment. From the homeowner’s perspective, there needs to be an awareness and comfort with the time commitment, the level of knowledge of the home, the equipment needed, and any physical requirements of the remote assessment process. During this study, Earth Advantage assessed methods for delivering Home Energy Score assessments remotely through web-based technology platforms and resident interaction in a diverse array of home types in different geographic locations. Earth Advantage developed remote assessment test protocols and integrated those testing protocols into existing Home Energy Score programs being overseen by USDOE Home Energy Score partners New York State Energy Research & Development Authority (NYSERDA), the Oregon Department of Energy (ODOE), and the City of Portland (PDX). Earth Advantage staff acted as the Remote assessor and gathered HES data remotely during the video sessions with participants. Authorized Home Energy Score assessors performed the onsite assessments that were then used to compare with the remote assessment data. This allowed the research to effectively test the efficacy of various remote assessment approaches in a diverse array of home-types. Earth advantage identified the key components of a remote assessment infrastructure which included Remote Home Energy Score Assessments Page vi processes, tools, services, methods and mechanisms that would better enable remote assessments. This report details methods, results, and findings of the HES remote assessment research. In addition, the report provides recommendations and best practices that could be used as guidance for the Home Energy Score administrator and the HES partners seeking to effectively conduct remote assessments.