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ISO Home Energy Audit Report Examples

  • 1.  ISO Home Energy Audit Report Examples

    Bronze Contributor
    Posted 10-06-2022 14:58
    Hi BPA members - Does anyone have great examples of home energy audit reports to share? I'm looking for those examples that work for the industry AND are homeowner friendly. 
    Thanks all, Caroline

    ------------------------------
    Caroline Hazard, BPA WFD Initiative
    Elkridge MD
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  • 2.  RE: ISO Home Energy Audit Report Examples

    Posted 10-07-2022 10:07
      |   view attached
    Hi Caroline,
    As part of the MassCEC Decarbonization Pathways Pilot in Massachusetts, MassCEC and Abode Energy Management developed the attached homeowner report. The goals of the pilot are to fully decarbonize homes, so we purposely emphasized CO2 reduction. In addition, recognizing the complexity and expense of full decarbonization, the report presents a plan over time prioritizing measures based on multiple factors. We are just now launching the implementation phase of the pilot with our first cohort. Happy to answer questions about the report or the pilot. 

    Kristin Dupre
    Abode Energy Management

    ------------------------------
    Kristin Dupre
    VP Strategy and Development
    Abode Energy Management
    Concord MA
    339-2104243
    ------------------------------



  • 3.  RE: ISO Home Energy Audit Report Examples

    Bronze Contributor
    Posted 10-07-2022 16:11
    Thanks Kristen. Love to see the pathway of opportunities presentation. Is this live with homeowners and contractors yet? Any feedback on what's resonating well - especially with regard to the homeowner taking the next step to sign a contract/make the install?
    Cheers, Caroline

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    Caroline Hazard, BPA WFD Initiative
    Elkridge MD
    ------------------------------



  • 4.  RE: ISO Home Energy Audit Report Examples

    Posted 10-07-2022 12:26
      |   view attached
    Hi Caroline, I've attached an example Energy Audit Report from Snugg Pro. There are lots of ways to configure our reports, so this is just one idea of the content that's available and how an auditor could write a report. 

    Thanks!
    Adan

    ------------------------------
    Adam Stenftenagel
    CEO
    Snugg Home / Radiant Labs
    Boulder CO
    ------------------------------

    Attachment(s)

    pdf
    Snugg Pro Sample Report.pdf   1.33 MB 1 version


  • 5.  RE: ISO Home Energy Audit Report Examples

    Bronze Contributor
    Posted 10-07-2022 16:03
    Thanks Adam! Very comprehensive and graphically pleasing report. Do you have any feedback from homeowners or contractors on which sections resonate the most? 
    Cheers, Caroline

    ------------------------------
    Caroline Hazard, BPA WFD Initiative
    Elkridge MD
    ------------------------------



  • 6.  RE: ISO Home Energy Audit Report Examples

    Posted 10-07-2022 16:14

    Hi Caroline,
    We used SnuggPro software for both modeling of the energy savings and their template for reporting findings to the homeowner. Maybe a bit too long of a report, but the homeowners liked the pictures / graphs we also included, (e.g., we compare their air leakage to BPI recommended air leakage in a graph) and our conversion rate from energy audit to homeowner scheduling some improvement/installation was around 30%. Another tool we also use is Home Energy Score from DOE, much more basic.

    Lucy



    ------------------------------
    Lucy De Barbaro
    Rebuilding Together Pittsburgh
    Pittsburgh PA
    412-431-4449
    ------------------------------



  • 7.  RE: ISO Home Energy Audit Report Examples

    Bronze Contributor
    Posted 10-09-2022 12:29
    Thanks Lucy! Helpful to hear how its working for you

    ------------------------------
    Caroline Hazard, BPA WFD Initiative
    Brevard NC
    ------------------------------



  • 8.  RE: ISO Home Energy Audit Report Examples

    Posted 10-11-2022 08:22
    Hi Caroline,

    There are many different report types available on the public website for the Green Building Registry at us.greenbuildingregistry.com. Many of the Home Energy Score reports that are available were custom-built by Earth Advantage for the respective program to meet their objectives, and all with an eye towards a consistent layout, brevity, clarity, to inform a potential buyer, and to support the real estate transaction process.

    Below are some examples. To view the PDF report, click 'download report' on each record.
    Portland, OR HES example - https://us.greenbuildingregistry.com/green-homes/OR10000003
    Note that the HES reports in OR were designed to all be similar to help alleviate market confusion.

    Fort Collins, CO HES example - https://us.greenbuildingregistry.com/green-homes/CO10002499
    Note that this report highlights the improvements on the property on the second page

    Columbia, MO HES example - https://us.greenbuildingregistry.com/green-homes/MO10000159
    Note that this program doesn't include recommendations, and is in turn supported by the Missouri Home Energy Certificate when improvements are made. This MHEC highlights the improvements made to the property and is available when a home has obtained a performance threshold from HES or HERS, and soon to include a Pearl Certification.
    Columbia, MO MHEC example: https://us.greenbuildingregistry.com/green-homes/MO10000002

    In some markets, we're also able to provide a custom-built HERS report which as you'll notice provides a similar layout to the HES report, example here: https://us.greenbuildingregistry.com/green-homes/WA10000223

    We obtain reports from some programs, you can see these by searching Berkeley, CA, some HERS in Massachusetts from Snugg Pro, ENERGY STAR Buildings & Plants (filter on Commercial and ENERGY STAR Certified Building).

    Thanks,
    Meg

    ------------------------------
    Meg Garabrant
    Sr. Manager Real Estate Services
    Earth Advantage
    ------------------------------



  • 9.  RE: ISO Home Energy Audit Report Examples

    Bronze Contributor
    Posted 10-13-2022 09:09
    Thanks Meg! I appreciate the reminder on the registry. Super useful and great data on scores from various regions. 
    Cheers, Caroline

    ------------------------------
    Caroline Hazard, BPA WFD Initiative
    Brevard NC
    ------------------------------



  • 10.  RE: ISO Home Energy Audit Report Examples

    BPA Staff Member
    Posted 10-17-2022 13:37

    A couple of other examples similar to Snug Pro:



    1. California-based Envinity

    https://www.envinity.com/wp-content/uploads/2020/07/Sample-Report_3-7-14.pdf

    2. Pennsylvania-based Advanced Home Energy:

    http://advancedhomeenergy.com/wp-content/uploads/2014/01/Sample-Audit-Report.pdf



    ------------------------------
    RUBEN PEREZ
    Research Analyst
    Building Perfomance Association
    ------------------------------



  • 11.  RE: ISO Home Energy Audit Report Examples

    Posted 10-18-2022 10:59
    Hi Caroline,

    You may have seen this one before, but I wanted to share the Vermont Home Energy Profile:

    VHEP:  https://www.efficiencyvermont.com/services/energy-assessments/vermont-home-energy-profile
    It is mandatory at the Time of Sale in Montpelier, Vermont, and then available voluntarily statewide. It was developed for the reasons you stated. The city and the statewide working group wanted something that would be consumer and industry-friendly, not to mention less costly.

    https://www.clearlyenergy.com/vermont
    how to video:https://www.youtube.com/watch?v=Mtl2UTRmyaQ




    Thanks!

    Carolyn Sarno Goldthwaite
    ClearlyEnergy

    ------------------------------
    Carolyn Sarno Goldthwaite
    Vice President Partner Engagement
    ClearlyEnergy
    Bedford MA
    617-7945694
    ------------------------------



  • 12.  RE: ISO Home Energy Audit Report Examples

    Bronze Contributor
    Posted 10-19-2022 09:30

    Hi there Carolyn!

    Yes, the VHEP profile is one of my favorites for how simple, concise, and visual it is. Thanks for sharing!
    Cheers, Caroline



    ------------------------------
    Caroline Hazard,CHH Consulting
    Brevard, NC
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  • 13.  RE: ISO Home Energy Audit Report Examples

    Bronze Contributor
    Posted 10-19-2022 09:27
    Thanks Ruben! Very comprehensive reports and I like the comparisons of before (now) and with improvement (after).

    ------------------------------
    Caroline Hazard,CHH Consulting
    Brevard, NC
    ------------------------------



  • 14.  RE: ISO Home Energy Audit Report Examples

    Posted 10-20-2022 08:33
    Here is an example of the report we're required to provide for market rate audits in NY: Residential Audit Report


    ------------------------------
    Paul Mendel
    Owner
    True Building Performance
    Albany NY
    518-300-3998
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  • 15.  RE: ISO Home Energy Audit Report Examples

    Bronze Contributor
    Posted 10-21-2022 11:35
    Thanks Paul!

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    Caroline Hazard,CHH Consulting
    Brevard, NC
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