Is your building ready for the future? Are you struggling to balance emissions reductions, ESG goals, and the demands of aging equipment? The Retrofit Playbook for Large Buildings offers a clear path forward for building owners and engineers to navigate the complex challenge of future-proofing your building.
Learn about how this innovative knowledge-sharing platform can help you create cost-effective, long-term decarbonization strategies for large buildings.
Recovering waste heat in buildings is a key strategy for improving energy efficiency and reducing remissions. Many building systems, such as cooling equipment, wastewater, and ventilation reject heat that has the potential to be captured and reused in everyday building operations. Mapping these opportunities at the outset ensures that retrofit plans are both efficient, and cost-effective.
This downloadable energy mapping tool builds on our Energy Sources and Sinks Inventory Tool to help project teams identify and quantify recoverable heat through analysis of building-specific data. While it can be applied to any building type, it was created with large commercial and multifamily properties in mind and is geared toward building owners’ staff and consultants leading decarbonization efforts. See instructions below and download the tool to start evaluating your building’s energy recovery potential.
Purpose: Compare building-specific data for source(s) and sink(s) to estimate potential energy recovery. Default assumptions and data are included to streamline the process. The following common use cases are included in the tool:
Phase: This spreadsheet tool is intended to supplement other engineering and financial analysis tools during the Planning phase. Additionally, it is recommended the team review the spreadsheet tool during the Pre-Planning phase and identify data collection needs. This is critical, because if data isn’t already being collected the metering will need to be initiated and data collected over a range of operating conditions (e.g. throughout the winter).
Inputs: Input requirements are dependent on the use case:
Use cases 1 & 2: Short-interval (e.g., hourly) data for source(s) and sink(s) relevant to the energy recovery use case(s) to be evaluated. The data is typically collected using data trending through the building automation system. Additional metering (e.g., thermal energy “BTU” meters) may need to be installed. Data collected should also be reviewed for accuracy and completeness and normalized for factors such as outside air temperature. If data cannot be collected from the building, explore leveraging an energy model for estimates.
Use case 3: Attributes about the building’s occupancy, domestic hot water usage, and wastewater.
Use case 4: Attributes about the building’s air distribution system.
Outputs: Annual load and recoverable heat per use case. Data collection initiated to support future heat mapping.
This spreadsheet is not a comprehensive design tool but can generate inputs for energy and financial analyses used in investment decision making.
Waste heat isn’t waste—it’s an untapped resource. Recovering energy that would otherwise be rejected from a building can both reduce greenhouse gas emissions and improve the economics of decarbonization projects. This applies across a range of uses, including space heating, heating ventilation air, and domestic water. To maximize the impact of decarbonization retrofits, it’s essential to consider energy recovery during the planning process. By identifying and thoughtfully integrating heat recovery solutions early on, project teams can reduce energy demand, improve system efficiency, and enhance the overall cost-effectiveness of building upgrades.
This downloadable spreadsheet tool is designed to help project teams identify and document potential energy recovery opportunities during the pre-planning phase, ensuring these opportunities are captured for analysis later in the retrofit planning process. It is intended to support building owners and their staff, such as facility managers, energy managers, engineers, and consultants advancing decarbonization planning in large commercial and multifamily properties. While this spreadsheet tool was developed with existing, large commercial and multifamily properties in mind, it can be utilized for any building type.
The tool uses targeted information from a building’s existing systems as its inputs, capturing the current conditions that shape retrofit opportunities. The resulting output provides clear documentation of energy recovery and renewable heat sources that create a foundation for analysis in later phases. Download the tool below to unlock your building’s energy recovery potential.
This guide from CIBSE (AM17) outlines best practices for installing heat pumps in large non-domestic buildings. It covers feasibility, design, operation, and system integration. The resource supports engineers, building owners, and project teams in applying low-carbon heating solutions effectively. Available as a free download from CIBSE, though users must create an account. A similar guide for multi-unit residential buildings can be found at AM16.
The BEST (Building Energy Simulation Tools) Directory from IBPSA-USA catalogs energy-modeling and simulation software. Tools in the database can support Playbook best practices such as evaluating interactive effects, assessing time-of-day impacts, and accurately sizing equipment. Users can filter by capabilities, platforms, pricing tiers, and building types to identify appropriate tools for retrofit analysis.
This guide from The Clean Fight and RMI helps building owners and managers understand how high-temperature heat pumps can decarbonize steam and hot-water space heating systems. It outlines key benefits, technology basics, example products, and strategies for effective retrofit integration. High-temperature heat pumps offer a new, less disruptive path to electrification for buildings with steam or hot water distribution.
Charrette Overview
A charrette is a focused, collaborative convening of diverse stakeholders. In planning a building decarbonization project, charrettes are a powerful tool for establishing a holistic understanding of a building’s existing conditions and needs, aligning stakeholders, developing creative solutions, and accelerating the retrofit design process.
Context
While charrettes can be used within multiple contexts, this resource has been developed to support the review of a preliminary retrofit plan. The preliminary retrofit plan scope is developed based on existing building conditions, high-level energy data and calculations, as well as the team’s expertise and prior project experience. Having a charrette at this point in the process allows for early feedback about the retrofit scope and alignment with project goals. It provides an opportunity for collaborative problem-solving and the development of creative solutions, as multi-disciplinary stakeholders are brought together to iterate on the retrofit. More detailed energy and financial analysis will occur after the charrette and may drive scope change as the team uses results to optimize the retrofit.
Templates Overview
The following templates have been developed to reduce the effort required to include a charrette in retrofit planning and guide project teams through the charrette process. The format of the templates is intentionally basic so your organization(s)’ presentation format and logos can easily be added.
The templates are intended to be used by the design team to gather feedback and develop consensus from project stakeholders on the following topics:
Three templates are available for download and are designed to work together. These include:
Pre-Read Template: Use this template to develop a project-specific pre-read document that can help inform the charrette discussion. This template offers a preset agenda for the charrette and provides space to clearly define project goals, trigger events, and a high-level summary of the retrofit plan. To maximize benefit from the charrette it is important that attendees arrive with a solid understanding of the information provided in the pre-read. Therefore, it is recommended the document remain as concise as possible and is sent to attendees with sufficient time for them to review.
Download the Pre-Read TemplateCharrette Presentation Template: This easily customizable slide deck template provides a framework and content to guide project teams through the charrette. The intended outcomes from the charrette are level setting stakeholders on the project’s status and plans, collecting feedback, and ideation.
Download the Presentation TemplatePost-Charrette Report Template: Use this template to capture outputs from the charrette and distribute to project stakeholders. The report is intended to support the team in coming to consensus on goals, retrofit triggers, and the preliminary retrofit plan. Once finalized, it can be used as a basis for moving into the detailed analysis phase.
Download the Post-Read Template
NYSERDA and Building Energy Exchange, in collaboration with RMI, University of Cincinnati, and Ember Strategies, are excited to offer a comprehensive three-part Strategic Decarbonization Planning training series designed to help industry professionals tackle complex retrofit projects with confidence. Tailored for professionals in engineering, real estate, and technology, this training series will equip participants with the tools and knowledge to drive practical, cost-effective low-carbon retrofits in large buildings. Grounded in lessons learned from NYSERDA’s Empire Building Challenge and their innovative retrofit demonstration projects, participants will learn how to:
Live training sessions for all three courses and on-demand, online courses for Course 1 and 2 are coming this fall. SRead more about our high-impact, solutions driven training series below:
This first course of the series will explore Resource Efficient Decarbonization (RED) as a replicable solutions framework used to develop carbon neutrality roadmaps for large buildings in cold climates. Using real-world examples from Empire Building Challenge retrofit projects, participants will learn how to apply the RED framework to create comprehensive, long-term decarbonization plans for their buildings. Additionally, the training will review a range of technical solutions for decarbonizing buildings, highlighting how prioritization of these technologies can optimize retrofits.
The second course will focus on the finance and asset planning components of strategic decarbonization. Participants will learn how to evaluate and align technical solutions with economic realities and long-term asset strategies to inform decision-making. This course will also provide guidance on crafting compelling business case narratives that build stakeholder support and unlock investment for retrofits. By the end of the training, participants will be equipped to develop persuasive business cases that advance building decarbonization projects.
The third course of the series will be a highly interactive session offering a hands-on introduction to building decarbonization planning – delivered in a dynamic, game-based format. The session begins with a brief review of key concepts from the first two courses, then, participants will break into small groups to create a mock decarbonization plan for a real-world building scenario. Teams will evaluate strategies to reduce greenhouse gas emissions while weighing factors such as costs, trigger events, and other site- specific considerations. Come prepared to collaborate, apply your skills, and dive into the decision- making process behind effective building decarbonization.
This material was developed at the University of Cincinnati by Amanda Webb, Barry Abramson, Katherine Castiello Jones, and Heather Cheng. It is based upon work supported by the National Science Foundation under Award No. 2339386.
As climate-forward policies have gained momentum and high-performance building technologies have continued to advance, building owners are feeling increasing pressure to decarbonize while navigating a growing array of retrofit options and requirements. How can project teams chart a course through this evolving and overwhelming landscape to confidently plan and implement decarbonization retrofits?
The newly released Guide to Strategic Decarbonization Planning, produced by ASHRAE, U.S. Green Building Council (USGBC), and supported by New York State Energy Research and Development Authority (NYSERDA), presents a comprehensive suite of best practices to operationalize deep decarbonization in buildings by following the strategic decarbonization planning (SDP) framework. SDP is a proven approach to decarbonization planning that integrates holistic technical solutions with pragmatic asset management strategies, enabling project teams to deliver cost-effective, flexible decarbonization projects.
Join ASHRAE, USGBC, and the Retrofit Playbook for Large Buildings team on September 23rd to learn more about the Guide to Strategic Decarbonization Planning and explore how it connects with the tools, case studies, and planning resources available on the RetrofitPlaybook.org. Whether you’re just getting started or refining a long-term roadmap, this session will help you learn how to apply the SDP framework and other practical resources to actualize low-carbon, future-ready building retrofits.
Sophie Cardona, Senior Project Manager, NYSERDA
Molly Dee-Ramasamy, Director of Deep Carbon Reduction Group, JBB
Laurie Kerr, Principal Climate Advisor, USGBC
Phil Keuhn, Principal, RMI
Adam Hinge, Managing Director, Sustainable Energy Partnerships
Laurie Kerr, Principal Climate Advisor, USGBC
Phil Keuhn, Principal, RMI
Laura Humphrey, Senior Director of Energy & Sustainability, L+M Development Partners
This resource is available to aid design teams and building owners in navigating the complexities of rapidly shifting supply chains. It will provide up-to-date information on lead times and pricing for key equipment essential to the design and implementation of low-carbon building and retrofit projects in large commercial buildings. It will be updated semi-annually to reflect changes in the supply chain.
This website is brought to you in partnership by the New York State Energy Research and Development Authority, RMI, Building Energy Exchange, and Urban Land Institute.
