Guidance on Retrofits and Decarbonization for All Buildings

32tev__gEmbodied carbon is an important and complicated subject. Phius Senior Scientist Graham Wright helps sort it out and discusses Phius’ new REVIVE program in this post.

Let’s talk about retrofit, starting with the proposition that we need to decarbonize all buildings by 2050.

Stopping direct emissions is a good start; the electrification crowd is right about that. But only stopping direct emissions just moves the burden onto the utility/energy supplier, and they have to contend with transportation electrification as well.

The key question for the building sector, and for society at large, is how much effort/investment to put into increasing the clean energy supply, versus reducing the demand by such measures as passive building and heat pumps.  

The scale of the required transition is daunting no matter which way we approach it, especially considering that we have to do all of this utility infrastructure and building retrofit work without throwing off a lot of emissions in the process. The embodied carbon crowd is right about that, though I think a materials focus doesn’t go far enough.  

One way to get at the balance-of-investment question is with the idea of life-cycle cost. What mix of grid upgrades and building upgrades minimizes the total cost of getting the job done, on an annualized/life-cycle basis? I brightened up to this when it occurred to me that carbon could be included in that calculation by including a cost of carbon. Let’s use full-cost accounting!  

That price might be set based on the cost of, say, direct air capture of CO2, that is, at some point it becomes cheaper to actually pull the carbon back out of the air. The full-cost metric I am thinking of would include all of the following:

Tentative name: Annualized Decarbonization of Retrofitted Building Cost (ADORB Cost)

ADORB Cost = sum of the following components, each an annual/annualized cost:

  • Direct energy cost. E.g. site kWh * $/kWh = $
  • Direct building retrofit measures cost (material & labor) including building-level electrification cost. E.g. ft3 of stuff * $/ft3 = $
  • Social cost of carbon, upfront/embodied. CO2e kg * $/kg = $
  • Social cost of carbon, operating. CO2e kg * $/kg = $
  • Energy system transition cost (e.g. new utility solar + storage). $/MWh * MWh = $

The idea would be that a baseline cost in this sense is calculated for the scenario of continuing to operate and maintain the building as is for some decades. Any proposed retrofit should at least have a lower cost than that, hopefully much lower. Basically one designs as if there’s a carbon price. (In a baseline case I calculated for my apartment, 70 percent of it was the carbon cost of continuing to operate the gas furnace and water heater, even after the grid electricity was completely decarbonized).

This seems useful, but there are a few issues with it, therefore it can’t be our only lens. 

Issue 1 

It would not prohibit supply chain emissions from the retrofit work. Arguably the ideal is, call it Absolute Zero: No CO2 emissions occur anywhere in the building delivery/retrofit process, supply chain, or the building operating life, at any time. We need to decarbonize everything — the whole economy. In this view, the policy stance is that any carbon capture tech is devoted to removing carbon previously emitted, not keeping up with new work.  

All the current net-zero and carbon-neutral programs have this limitation. We can’t really do everything without emissions yet, so in order to convince ourselves we are zero there all these offsets and avoided-carbon credit schemes. I’m starting to agree with the youth climate activists that this is weaselly.  

Issue 2

At the system level, it’s tricky to use cost to decide grid-versus-building investment, because those costs in turn depend on which approach we decide to scale up in the first place. Commit to industrialized retrofit construction and those costs can come down. Commit to scaling renewable generation and transmission and those costs can come down.  

Issue 3

It’s not clear how to make this full-cost metric take into account that some things just can’t happen fast enough. For example, renewable generation and even transmission may not cost that much, but siting the required high-power transmission lines from remote western wind and solar farms to eastern cities might take too long.  

Issue 4

We’ve gotten into trouble across the board lately with our global economy by trying to minimize cost without regard to resilience. It’s more resilient to do extra things to reduce building loads rather than putting the ball in the grid’s court to both decarbonize AND stay up.  

McKeesport RetrofitTherefore, I am thinking that our new REVIVE Pilot program for building retrofit needs a number of different frameworks. I have listed them below along with a few possible elements of each:

Land use

  • Retrofit, replace/redevelop, or raze/rewild?
  • FEMA hazard assessment
  • Emerging climate hazard assessment (e.g. derecho, wildfire smoke)

Decarbonization

  • Cease direct emissions.
  • Use and generate renewable energy (reconsider off-site renewables framework).
  • Re-use high-embodied carbon structure.
  • Calculate a carbon score (no criterion, just how low can you get, i.e. without offsets).

Cost/Financial/Equity

  • Calculate ADORB cost, goal to at least beat the existing condition.
  • Use load reduction, grid interactivity and storage to financial advantage.
  • Limit the cost burden on low-income people.
  • Look to make policy cases for feebates, incentives.

Resilience 

  • Design for outages and known/emerging hazards.
  • On-site/local power, microgrids, on-site/local repair parts
  • Design for low loads.

Quality and Health

  • Assess existing deficiencies (EPA indoor air quality risk list).
  • Audits: tests, energy models?
  • Commissioning & documenting that goals are met (e.g. ASHRAE 202)

Phase planning

  • Scope includes operations, not just design.
  • Plan covers both an end state and interim retrofit phases.
  • Try to cover critical loads in the first phase.

I will have a bit more to say about this at PhiusCon 2021 this October 12-15 in Tarrytown, New York. The REVIVE Pilot program is in pilot phase, looking for sample projects, and the goal is to have an on-ramp in place. The general development strategy is to evolve from informational guidance to hard requirements in an orderly way, preferably without much backtracking.  

Our existing Phius Certification program for retrofit projects remains available through the Phius CORE REVIVE 2021 and Phius ZERO REVIVE 2021 programs, outlined in Section 3 of the Phius Certification Guidebook.

Regards,

Graham

PhiusCon Pre-Conference: Building Science Rocks in Tarrytown!

There will be something for everyone at PhiusCon 2021 Pre-Conference, a great way to warm up for the PhiusCon Core Conference–all in Tarrytown, New York.

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Prudence Ferreira

Pre-conference starts on Tuesday, Oct. 12, with a trio of diverse sessions. One of our most highly anticipated sessions is “Phius Critical Path for Large-Scale Buildings” presented by BR+A Consulting Engineers Senior Associate and Phius Board Member Prudence Ferreira. With more than a decade of passive house experience to work from, Ferreira will share her approach and tools for approaching the more complex, large-scale Phius projects.

She has outlined the following learning objectives for the workshop:

  1. Define Phius critical path items and process
  2. Explore strategies and tools for managing complexity
  3. Examine energy modeling approaches for large-scale projects
  4. Analyze Phius protocols unique to large-scale projects
John Loercher

John Loercher

Running concurrently is “WUFI Passive for Beginners” featuring Rensselaer Polytechnic Institute Building Science Program Director and Phius Certification Staff Member John Loercher. This session is meant both for those learning the WUFI Passive modeling tool for the first time as well as those who were exposed to it during CPHC® training, but have yet to use it on a project.

Katrin Klingenberg

Katrin Klingenberg

For those looking for a broader, more introductory workshop, there is “Passive Building 101” presented by Phius Co-Founder and Executive Director Katrin Klingenberg. This session offers a high-level overview of passive building, covering topics such as: passive house history, rationale for passive building standards, five core principles of passive building, certification processes, benefits of certification, and more!

Things won’t slow down on Oct. 13, as the sessions listed below make for a full day of passive building education and discussion.

  • Prescription for Better Buildings: Phius 2021 Prescriptive
  • Climate and Social Equity Workshop
  • Developer’s Multifamily Buildings of Excellence Case Studies
  • What’s My Size: Using the Newly Revised Manuals for VCHP Sizing

The “Climate and Social Equity Workshop” is free to attend, but registration is requested. It will be hosted by Clean Energy Works Managing Director Tamara Jones, HLW International Designer Satpal Kaur and Topsight Advisors LLC Principal Bomee Jung. The workshop will ask attendees to think critically about the topic of climate justice, which is the principle that actions to mitigate or adapt to climate change should equitably distribute their benefits, redress existing inequities, and dismantle institutional racism.

Mitsubishi Electric Trane US Sr. Product Manager Kimberly Llewellyn’s “What’s My Size: Using the Newly Revised Manuals for VCHP Sizing” workshop promises to be another highlight of the second day of Pre-Conference. She is one of the top mechanical systems experts in the country, and her presentation will focus on the management of humidity loads in high-performance buildings. Questions answered during the session are to include: When is an ERV enough to maintain acceptable interior conditions? What is the interplay of efficiency metrics for dehumidifiers vs heat pumps and where do rating metrics need to go in order to support development of HVAC equipment that can operate optimally in low SHF conditions?

We also don’t want you to forget about the New York City Passive Projects Tour, which is slated for Oct. 12 as well. Attendees will explore some of the largest, most innovative projects in the country. 

If you can’t get enough of Phius and passive house, you belong at PhiusCon 2021 Pre-Conference. Pre-Conference and Tour tickets are sold separately, so be sure to buy yours today!

 

Building a ZERO Carbon Future, Together!

Katrin HeadshotPhius Co-Founder and Executive Director Katrin Klingenberg wrote this week’s blog post in advance of her “Zero Energy and the Future of Phius” webinar on Sept. 14. It covers a variety of topics related to Phius’ work and the expanded vision of the organization.

“The west is on fire, and the east is drowning.”

Those attention-grabbing words were the first thing I heard when I turned on my TV the other day.

“The levees held, but the power grid folded”

That was a headline from the day after hurricane Ida swept across Louisiana. Most of the state was left without power; temperatures in the aftermath were predicted to rise into the 100s, all after a ton of rain and flooding. The combination of high temperatures and humidity is life-threatening — on top of all the other hardships brought on by the storm.

And then there was the Texas winter with the grid folding and people and pipes freezing in homes…

The urgency is clear. At our most recent Phius board retreat there was consensus: we are in dire straits climate-wise — it is now or never.

Since its inception, Phius’ vision has had a North Star: to create a carbon-neutral, healthy, safe, and just future for everyone by mitigating the climate crisis. And our mission is to do just that by making passive house and building standards mainstream.

The vision was extended to using passive house and building principles as the basis for all zero-energy and carbon designs. We added the Phius Source Zero certification program in 2012. Net zero is a good first step, but we need to revise the framework. In practice, net zero isn’t enough. 

The conclusion we at Phius have reached — following the thought leadership of our Senior Scientist Graham Wright — is that we need to aim to reach absolute zero in short order to avert the ultimate climate crisis. And that is absolute zero as per the original definition of zero – the absence of a measurable quantity.

A New Brand

We are upping our game on multiple levels in order to emphasize our renewed commitment to solving the ZERO-carbon puzzle for buildings. 

New Brand Same Phius GraphicWe started by reimagining the Phius brand. We are updating its look and making products and messages more relatable without sacrificing what we are known for: scientific rigor, precision, quality assurance, proven guidance, and performance. We are also unifying and expanding our suite of certifications for buildings, products and professionals. We are upping the ante on benefits to our professional members under the Phius Alliance leadership and yes, we are creating exceptionally cool swag to encourage everyone to join our tribe and make it our lifestyle together! Together, our community is creating momentum in the market — and having fun with it!

We also re-organized ourselves internally in more efficient ways over the last year, invested in a new website and a CRM, architecture. And we doubled our staff — to aim for greater, faster and increasingly exponential impact and service for our stakeholders. 

In addition, we are making dedicated efforts to reach out to communities beyond the building industry, to explain why what we do matters to everyone. Renters and owners all have a stake in what we do, and we are all one or the other. We want to give everyone an opportunity to get involved. It is up to all of us now! Join us!

Expanded Vision

Over the last decade, Phius has become the global leader in defining cost-effective and climate-optimized, passive house and building standards. Phius certified projects are now coming in at little or no cost premium compared to conventional buildings. Phius also leads in professional training, certification, and workforce development. We also provide an element critical to mainstream adoption: Quality assurance and risk management.

The building sector accounts for 40 percent of carbon emissions, and is key to achieving emissions reduction goals. Passive house and building principles have been, and will continue to be, CORE to our efforts. In that spirit, the formerly known PHIUS+ building certifications have been renamed and expanded. 

PHIUS+ will now be referred to as Phius CORE (before renewables) and PHIUS+ Source Zero will now be Phius ZERO (based on CORE), and will extend to netting out emissions on an annual basis. New passive house and building retrofit certifications are in the offing as well. Phius CORE REVIVE and Phius ZERO REVIVE, as well as a new commercial building certification called Phius CORE COMM and Phius ZERO COMM will be introduced in 2022. 

Phius certifications have grown exponentially around the continent in recent years. Policy progress nationwide has been impressive to say the least. We are in Tarrytown, New York, for PhiusCon 2021 (formerly North American Passive House Conference) to celebrate the leadership of New York State/NYSERDA in formulating an aggressive climate action plan — a process which Phius helped inform. Other states, such as Massachusetts, have modeled their plans after New York’s. Phius’ pre- and fully certified unit count in Massachusetts over the last few years alone is impressive.

Phius Housing Units (In Process or Complete)

 

The Phius Alliance has expanded nationally, and the global network continues to grow. Phius projects have now been completed or are under way in many countries with varying climate zones. The Phius professional training has been translated into Japanese and has been taught this year successfully in Japan by Phius partner PHIJP.

The last decade was focused on figuring out the building part of the decarbonization equation (mission accomplished — solving for climate, cost, comfort). Now it’s time to expand beyond the building itself. We see Phius buildings as valuable capacitors of the new, renewable grid. They are low-load buildings that have the ability to load-shift and shed, which is immensely beneficial to the optimization of the overall grid design and resilience. 

Phius has begun to assess and measure the benefits of low-load buildings for the overall grid design, including micro and nano grid models. We call this initiative Phius GEB (Phius Grid-interactive Efficient Buildings) led by our Associate Director Lisa White. A pilot for a microgrid Phius community certification is underway. Buildings plug into the grid, and new opportunities for synergies and resilience arise. Design for the best result does not stop at the building envelope or lot line. 

Our new teal-colored logo symbolizes this expanded vision. It is a closed loop symbolizing whole systems design on all levels, aiming at harvesting adjacent system synergies: “The whole is greater than the sum of its parts.” The color teal represents clarity of thought, rejuvenation, open communication and integrity. 

Same Phius

While Phius will be steadily expanding its zero-carbon framework beyond its hallmark passive house and building standards, we will maintain our core competencies of aiding in design, building, policy writing and quality assurance. We are working to solidify and upgrade our foundational programs. Certification staff has doubled and processes are being refined. We are working on getting even better at what we already do well!

The Phius focus has evolved to the broader task of decarbonization. We’ll do so with the same scientific rigor and attention to detail as before. Our goal is the next level of systems optimization so we as a society can make real-time ZERO carbon (not just net) a reality soon!

We hope you’ll join us and continue to trust us to pave the way for the future of decarbonization strategies. There is still lots to do, so let’s get to it!

Meet the Newest Phius Team Members

They say the only constant in the world is change, and that has certainly been true over the past 18 months.

As COVID-19 has affected nearly every aspect of life during that time, we at Phius have been lucky enough to not only stay the course, but greatly expand. Our vision is only getting larger, and in order to make that vision a reality, we needed some help.

We are thrilled to say that we got exactly the help we needed with several new additions to the Phius staff. Each staff member brings their own unique skill set to the table and will be instrumental in the future of our organization. 

Without further adieu, we would like to introduce the newest members of the Phius staff!

Jennie EberJennie Eber, Alliance Constituent Coordinator

Jennie started at Phius in August of 2020. She serves as the Alliance Constituent Coordinator at Phius, supporting members and chapters across the country. She works closely with members to ensure they receive the best possible benefits of being part of Phius. Prior to joining Phius, Jennie worked in development for a local tax assistance organization after moving from Philadelphia where she worked in membership organizations supporting volunteers and communications across internal and external platforms. She has more than 10 years of experience in nonprofits.

Jennie has a Bachelor’s degree in Liberal Arts from Kalamazoo College as well as a Master’s degree in Public Administration, nonprofit management from George Mason University.

 

 

Michael FrancoMichael Franco, Product Certification Program Coordinator

Michael Franco joined Phius in October 2020 as the Product Certification Program Coordinator. Prior to joining Phius, Michael worked as an account manager for an MRO distributor in the industrial sector.

He holds a B.S. in Business Administration from Chapman University and an M.S. in Project Management from USC.

 

 

 

 

Max LapthorneMax Lapthorne, Marketing Communications Specialist

Max Lapthorne joined Phius in May of 2021 as the Marketing Communications Specialist. Prior to joining Phius, he worked as a Digital Marketing Specialist on an in-house marketing team in Hoffman Estates where he spearheaded the launch of a new loyalty program. He also previously worked as a newspaper editor for 22nd Century Media in the Southwest suburbs of Chicago.

Max has a Bachelor’s degree in Journalism from Michigan State University

 

 

 

 

photographs by lawrence braun

John Loercher, Certification Staff

John Loercher joined the Phius certification team in August of 2021. He provides design review, updates our existing CPHC training curriculum and helps expand the advanced training offerings at Phius. Prior to joining the certification team, John has been an active CPHC since 2016 and has certified all building types ranging from single-family and multi-family residential, commercial, new construction and retrofits. He is a Certified Passive House Consultant and holds a masters of architecture from Parsons the New School for Design.

He is currently on the advisory board of the Phius Alliance – Hudson Valley chapter and serves as the Secretary and Northeast Regional Representative for the national Phius Alliance chapter.

 

 

 

Al MitchellAl Mitchell, Technical Staff

Al Mitchell joined the Phius team in July 2020 to aid in technical capacities, ranging from research to project certification. He holds degrees in architectural engineering and architecture from Illinois Tech and Ball State University respectively.

 

 

 

 

 

Steven Reid-WynnSteven Reid-Wynn, Office Administrator

Steven Reid-Wynn joined Phius in June of 2020 as the office administrator, where he supplies administrative and financial support for the staff.

Prior to Phius, he has worked as an Accounting/Finance Manager for an IT staffing firm and Bookkeeper/Office Manager for a local startup. He has more than 20 years of experience working within accounting departments, office management, and operations. He studied Accounting at Kentucky State University and Lincoln University in Jefferson City, Mo.

 

 

 

Josh RuedinJosh Ruedin, Professional Training and Education Programs Manager

Josh Ruedin joined Phius in January of 2021 as the Professional Training and Education Programs Manager. He oversees live and on-demand training offerings and works closely with stakeholders and subject matter experts to ensure that Phius’ certification trainings and continuing education offerings provide quality learning opportunities.

He has worked as a high school English teacher, managed continuing education programs for radiologists, and directed online safety and health trainings for frontline construction and industry workers. 

Josh holds a Bachelor of Arts in English and a Master of Arts in Teaching from Southern Illinois University, Carbondale.

It’s Here! The Phius Certification Guidebook v3.0

SONY DSCIn this week’s blog, Phius Associate Director Lisa White introduces the Phius Certification Guidebook v3.0 and explains how to get the most out of the newest guidebook iteration.

The Phius Certification Guidebook is the one-stop-shop for all things related to the Phius project certification program.

The guidebook contains information ranging from Tips for Designing a Low Cost Passive Building to Energy Modeling Protocols and What to Avoid. It continues to evolve alongside Phius’ growing certification program and standard updates. 

Guidebook CoverOne great reason to certify a project is to share knowledge with the passive building community, which accelerates growth. This guidebook is the keeper of that knowledge as well as lessons learned from the expanding base of certified projects. The Phius Certification team receives a myriad of questions from project teams related to unique circumstances and first-time design decisions that often require developing new guidelines and protocols to be applied on future projects — and those end up in the Guidebook. On top of that, the detailed review of projects throughout design and construction illuminates opportunities for the certification team to improve the guidance we provide to our constituents.

Version 1.0, released five years ago to support PHIUS+ 2015, clocked in at 87 pages. Version 2 followed to support PHIUS+ 2018 at 157 pages, and the most recent update, Version 3, supports Phius 2021, with 190 pages. The guidebook is a key resource for Phius professionals — but we’re often told it’s too long! I’m certain it can feel much shorter, and be incredibly useful, if you know how to navigate it. Anyone can get around a big city with the right map!

View this Table of Contents: Updates Summary which outlines what is new and updated in v3.0.

The document is split into 8 main sections followed by appendices.

The Sections

  • Sections 1 & 2 contain high-level information that is invaluable to first-time project teams and building owners/clients.
  • Section 3 is arguably the most important section, outlining all the certification requirements. Under Phius 2021, there are substantial updates to this section, most notably outlining the requirements of the performance and prescriptive paths side by side, as well as comparing and contrasting how each path handles items such as passive and active conservation strategies.
  • Sections 4 & 5 are key for setting expectations and understanding the workflows and fees associated with the certification process. There is a great high-level graphic showing three phases of certification steps at the beginning of section 4.
  • Section 6 is chock full of detailed energy modeling protocol. This section is laid out in order of the WUFI® Passive tree structure, guiding modelers top down with information ranging from early design defaults to detailed inputs for unique situations.
  • Sections 7 & 8 outline monitoring building performance as well as additional certification badges available. 

The Appendices

    • Appendix A is a consolidated resource about renewable energy. It explains how it can be used in the calculation of source energy use, and guidelines for procuring off site renewable energy.
    • Appendix B is likely the most often overlooked section, while also the appendix most referenced in project certification reviews. This appendix outlines the prescriptive approach to achieving moisture control in opaque assemblies. This most recent update splits this appendix into four types of guidelines: general, for walls, for roofs, and for floors. Do yourself a favor and vet the assemblies used on your next project (certifying or not!) against the guidelines listed here.
    • Appendices C & D are carried over from the previous version, outlining how to assess when a cooling system is recommended (App C) and internal load equipment tables for non-residential buildings (App D).
    • Appendices E, F, & G are great resources for the Phius Certified Rater or Verifier.  Appendix E is the Phius Certified Rater/Verifier manual. It outlines detailed technical inspection and field requirements, post-construction requirements, as well as how to maintain or renew the professional credential. Appendix F describes the procedure to prepare the building for airtightness testing, while Appendix G provides the onsite testing requirements for multifamily buildings.
    • Appendix H describes the Phius 2021 target setting updates, similar to what was found in the previously released “Standard Setting Documentation”
    • Appendix I is new to this version, and holds important information — most notably tips for passive building design about keeping costs low, assembly & window selection, and ventilation systems.
    • Appendix J talks about Co-Generation on-site, and how it affects the source energy factor for natural gas or grid electricity used on-site (depending on how the co-gen is prioritized). This is carried over from a previous version.
    • Appendix K is brand new, outlining definitions and requirements for electric vehicle charging infrastructure to supplement the requirement outlined in Section 3. EV capability is required in some fashion for all residential Phius 2021 projects.
    • Appendix L is also brand new and only applies to Phius CORE projects, as it describes electrification readiness requirements for combustion equipment. As a reminder, fossil-fuel combustion on-site is only permitted for Phius CORE projects, and not allowed for projects pursuing Phius ZERO or Phius CORE Prescriptive.
    • Appendix N closes out the document with normative information. Most notably, N-7 describes many of the underlying formulae for the Phius CORE Prescriptive path which is brand new to Phius 2021. It also contains the formulas and calculation methods used for lighting and miscellaneous electric load calculations, for example.

General Tips

  1. Utilize the Table of Contents and click to the section you need.
  2. Use the ‘find’ function (Ctrl+F) when in doubt of where to look to search for keywords. If taking this route, take note of what section your results are in – for example, is it a requirement or just informative?
  3. Bookmark the Guidebook link! (And follow Phius’ newsletters to be sure you’re aware when new versions are released).
  4. If you are the…
    1. Building Owner/Client — read Sections 1.1-1.4 and Appendix I-1 and review the graphic on the first page of Section 4.
    2. Project Team Member — read through Section 3 one time in its entirety if Phius Certification is a goal of the project. It’s only 18 pages, there are tables and pictures, and you can make it an excuse to have a beer.
    3. Project Submitter — read through Section 4 one time to set expectations, you will be happy you did. Also note Section 2.2, “Yellow Flag” items.
    4. CPHC / Energy Modeler — bookmark Section 6 for reference as you work through the WUFI Passive model.
    5. Phius Certified Rater/Verifier — bookmark Appendix E & F.
    6. One who loves the nitty gritty of passive building — print it, read it cover to cover.

Each iteration of the Guidebook reflects the aggregate knowledge gained by your efforts. Thank you! Feel free to use the comments section below for suggestions and questions.