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Retrofitting with a Super Insulated Metal Panelized Shell

March 16, 2014

Retrofitting With a SuperInsulated
Metal Panelized Shell
Paul Bertram, FCSI, CDT, LEED AP
Kingspan
726 Summerhill Dr., Deland, FL 32724
Phone: 386-785-3063 • E-mail: paul.bertram@kingspan.com
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Abstract
The renovation of the 500-unit Castle Square Apartments represents an historic milestone
toward reducing the carbon footprint of existing buildings through greater energy
efficiency. A portion of the 1960s property, the 192-unit midrise, is the largest deep-energy
retrofit ever undertaken in the U.S. Predictive modeling demonstrated energy reduction by
72%, with the envelope representing +30% of the total. One-year-later performance data will
be compared to the predictive energy modeling.
The difference between the Castle Square project and standard renovations is insulation
on the outside of the building with a superinsulated metal panelized shell.
Speaker
Paul Bertram, FCSI, CDT, LEED AP – Kingspan
Paul Bertram is a Fellow of the Construction Specifications Institute (CSI) and a
past president of CSI. He has solid expertise in Envelope First Energy Efficiency and Net-
Zero Energy strategies, as well as material evaluation and specification. His current work
includes energy modeling of building envelopes, energy optimization, and related greenhouse
gas (GHG) impacts. Bertram is responsible for coordinating Kingspan’s life cycle
assessment development and contributes to its Global Reporting Initiative (GRI) sustainability
reporting. He is also part of the strategy team to meet Kingspan’s global mandate
of Net Zero Energy for all North American operations. Paul coordinated development of the
first-of-its-kind ISO-compliant, UL-certified cradle-to-grave environmental product declaration
(EPD) with a “use-phase” benefits study.
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Challe nges and
Opp ort unities in Deep
Envel ope Retr ofitti ng
The American Council for an Energy-
Efficient Economy (ACEEE) published the
“International Energy Efficiency Scorecard”
in July of 2012, ranking the U.S. ninth out
of 12 global economies, and noted that the
United States in the last decade has made
“limited or little progress toward greater
energy efficiency at the national level.”
The U.S. Department of Energy’s
(DOE’s) “Energy Efficiency & Renewable
Energy” (EERE) report notes that more
than $400 billion each year is spent to
power homes and commercial buildings,
consuming more than 70% of all electricity
used in the U.S. (about 40% of our nation’s
total energy bill) and contributing to almost
40% of the nation’s carbon dioxide emissions.
Much of this energy and money (20%
or more, on average) is wasted by poorperforming
buildings.
The 2009 McKinsey Global Energy
& Materials study, “Unlocking Energy
Efficiency in the U.S. Economy,” reported
that one of the top opportunities for
improving energy efficiency
is retrofitting of existing
buildings.
The challenge for existing
building energy efficiency
is to “unlock” that
vast potential and realize
the benefits of a built environment
that is comfortable,
efficient, and costeffective.
Deep-energy retrofits
(DER) that include
the building envelope are
a challenge because of longer
payback and upfront
investment. Life cycle costing
versus first costs must
be projected with return on
investment (ROI) and net
present value (NPV) for a
sound business case.
Deep -Energ y Retr ofit
The term “deep-energy retrofit” may not
be familiar to every building professional,
but the concept certainly is: Evaluate poorperforming
buildings, execute a number of
high-quality renovations of the enclosure
and mechanical systems, add renewables
where possible, and return energy savings
of at least 50% or more to the owners.
DER strategies are fairly straightforward.
First, improve the enclosure’s insulating
value with optimized thermal performance
of opaque walls and windows. Then,
seal against air leaks, minimizing one of the
nation’s leading causes of building energy
loss. Once the enclosure is airtight and
thermally optimized with energy-efficient
windows, the project team can easily rightsize
energy conservation measures such
as HVAC, lighting, hot water, and building
controls. Add renewables such as solar
tubes and photovoltaics to further reduce
energy consumption for a path to net zero
energy.
In the past, retrofits of existing buildings
typically involved the filling of framed
cavity walls with insulation; however, the
amount of effective thermal resistance that
could be added was limited by the existing
stud cavity or strapping depth, the insulation
material, and the amount of thermal
bridging present in the framing.
The addition of insulation to the exterior
of existing buildings has been demonstrated
to be an effective means to overcome these
limitations and provide higher effective
R-values for building wall assemblies. The
benefits of this approach extend beyond
just added thermal resistance. Benefits of
increased building durability and air tightness
are often realized.
By choosing an aggressive approach of
envelope-first energy efficiency with a superinsulated
exterior envelope, combined with
other energy-reduction measures, the residents
of Castle Square Apartments, an
affordable-housing community in Boston,
engaged an integrated design team to cut
energy use by 72%.
Castle Square Deep Energ y
Retr ofit (Der )
Located on Tremont Street in Boston’s
South End and constructed in the 1960s,
Castle Square Apartments
is a 540,000-sq.-ft. mixeduse
property composed of
500 affordable apartment
units and 20,000 sq. ft. of
retail space (Figure 1).
In 1987, the Castle
Square Tenants’ Organization
(CSTO) was established
as a nonprofit organization
dedicated to
preserve Castle Square
Apartments as affordable
housing for low- and
moderate-income residents
into perpetuity and to provide
comprehensive community
and social support.
The CSTO engaged a team
of professionals, all experts
in their respective fields, to
Retrofitting With a SuperInsulated
Metal Panelized Shell
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Figure 1 – Brochure image of Castle Square Apartments.
retrofit the buildings. Construction started
December 10, 2010.
The Castle Square/DER-integrated
building team included representatives
from the CSTO; Winn Development, owner
of the project; Building Science Corporation
(BSC) as the enclosure specialists; Elton +
Hampton Architects, Portsmouth; Petersen
Engineering, Inc.; Biome Studio—a zeroenergy
and sustainability consulting group;
and Pinck and Co., owner’s representative.
The team targeted 192 apartments totaling
174,425 sq. ft. for the DER. The team’s
challenge was turning a 1960s building
made with porous, uninsulated concrete
and brick infill walls (R-3) that featured
aluminum slider windows and throughwall
A/C units into a modern, tightly constructed,
energy-efficient multifamily building—
without moving tenants out during
construction.
Castle Square Deep -Energ y
Retr ofit Desig n Pri nciples
The team, through a series of charrettes
that included tenants as well as the design
and construction team, established the following
six guiding principles for the DER.
1. Superinsulate. A new super-insulated
shell, combined with a superinsulated
reflective roof, highefficiency
windows, and extensive air
sealing to increase the insulation
value of the building by a factor of 10.
2. Air seal. Air sealing is necessary
for optimized thermal performance.
Air sealing includes caulking cracks
and holes to the outdoors and
between apartments. It also limits
the stack effect, reduces pests, and
improves indoor air.
• The super-insulated shell and
air sealing is projected to drop
heating by 61% and cooling by
68%.
3. Scale down heating and cooling
equipment. A superinsulated and
air-sealed building requires much
less energy to heat and cool. Highefficiency
heating equipment will
drop the building’s heating needs
by 10%. Insulating pipes and use
of high-efficiency boilers with indirect
hot-water heaters will drop hotwater
energy usage by 41%.
4. Improve indoor air quality. Indoor
air quality was designed to increase
substantially with the use of freshair
trickle vents and renovating the
existing ventilation system with duct
sealing and new air duct dampers.
5. Harness the sun. Solar thermal hot
water reduced the building’s energy
usage.
• H ot-water energy was expected
to drop by 37% due to the solar
hot-water system.
6. Reduce plug load. Using Energy
Star® appliances, fluorescent, and
LED lighting fixtures decreased the
building’s energy use.
• Energy use of refrigerators and
lighting is expected to drop by
53%.
Through modeling and analysis, the
Castle Square Deep-Energy Retrofit project
was predicted to reduce the total building
energy consumption by 72%.
Existi ng Buildi ng Anal ysis
The building originally had no wall
insulation, with an R-3 wall assembly. After
the renovation, the walls were increased
to R-40. The roof went from R-20 to R-40.
The R-1.3 aluminum-clad slider windows
were replaced with R-5 fiberglass casement
windows.
Extensive energy modeling by BSC,
Biome Studio, and the Hickory Consortium
estimated the annual energy use for the
building with the superinsulated shell and
air sealing, new windows, roof retrofit, solar
hot-water panels, and new boiler from two
separate modeling approaches.
Initial energy modeling was calculated
by BSC with spreadsheets using the basic
calculation:
Q = U x A x delta T
Where:
Q = heat transfer rate in Btu/hour
U = overall heat transfer coefficient
A = surface area in square feet
delta T = temperature difference across
surface; T-inside – T-outside
The modeling provided various options
of individual materials, including insulated
metal panels, windows, roof systems, and
other building components and assemblies.
BSC explored various magnitudes of relevant
change in the respective materials for
the purpose of providing educated choices
to guide the design process.
As an example, using insulated metal
panels (IMPs), various insulated metal panel
thicknesses were modeled to determine an
optimized performance solution. What is
important to note about the BSC calculations
is that these percentages of calculated
improvements were on thermal performance
of individual materials (walls, windows, roof
systems) and not whole-building percentages
of improvement. These calculations of
percentages of thermal improvements were
then used by Biome Studios for correlation
to energy-cost savings and whole-building
energy efficiency modeling.
The Hickory Consortium, per LEED® 3.0
(2009) requirements, calculated the baseline
building performance rating according
to the whole-building performance rating
method in Appendix G of ANSI/ASHRAE/
IESNA Standard 90.1-2007 (with errata
but without addendum 1, using a computer
simulation model for the whole-building
project. The resulting energy models
demonstrated an overall energy efficiency
improvement of 50% over baseline with a
72-degree point set. Based on requirements
for LEED® Energy and Atmosphere Credit 1
(Optimize Energy Performance), the Castle
Square whole-building energy modeling
demonstrated more than the 26% energy
cost savings, qualifying the project for the
maximum of 10 credit points.
Whole-building predictive energy modeling
was conducted on Castle Square; and
as discussed later in this paper, there were
inconsistencies in the predictive values and
actual use values after one year of reporting.
Note: ASHRAE 90.1-2004, Appendix
G1.2.2
Neither the proposed building performance
nor the baseline building
performance are predictions of
actual energy consumption or costs
for the proposed design after construction.
Actual experience will differ from
these calculations due to variations
such as occupancy, building
operation and maintenance, weather,
energy use not covered by this
procedure, changes in energy rates
between design of the building and
occupancy, and the precision of the
calculation tool.
The exterior overcladding (including
windows) was predicted to increase the
building’s insulation value by a factor of
ten, which—in combination with air seal-
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ing—reduces Castle Square’s annual heating
and cooling needs by 61% and 68%,
respectively. The calculation—along with a
new, more-efficient boiler and the addition
of a solar thermal system—predicted 72%
total energy savings over baseline, including
a new solar hot-water thermal system
(Figure 2).
The extensive energy modeling calculated
the building’s heating requirement and
determined a smaller mechanical system.
The savings in the new mechanical systems
costs helped pay for the superinsulated
shell and air sealing that helped reduce
the building’s heating and cooling requirements.
See Figure 3.
It is also worth mentioning that
in the post-project analysis of the
predicted energy savings versus one
year of actual energy use, several data
points needed correction in the energy
modeling; and that work, as of this
writing, was still in development.
Air and Joint Seali ng
Air testing of the existing structures
was required (per LEED®) of the
first six midrise apartments with additional
verification of the air leakage
target by sampling approximately 10%
of apartments. Testing included blower
door testing per ASTM E779-10.
The existing building testing became
the baseline for energy-efficiency airtightness
improvement.
Air testing, plans review, and visual
inspections were conducted to determine
air-sealing strategies. Extensive internal air
sealing was specified and applied between
individual apartments and between the
apartments and outdoors. Renovations of
apartment corridors, trash closets, elevator
vestibules, and other rooms were specified
to achieve continuous enclosure air barriers.
Limiting of air leakage into (or out of)
the space and verification of air leakage
control were achieved through various testing.
The team opened walls and windowsills
and cored the roof. Scopes were run through
the ductwork. BSC also
conducted blower door
testing. Assemblies modified
or added as part of
the renovation scope were
constructed to be air-,
smoke-, and gas-tight.
Interior demising walls
were opened at a point
where spray foam insulation
could be blown in
for additional thermal and
acoustical performance.
Super Insulated
Metal Panelized
Shell
The design team recommended
a DER to
the tenant organization,
including recladding the
exterior of the midrise
units of the Castle Square
project with superinsulated
metal panelized shell.
Several insulated cladding systems were
modeled and evaluated with IMPs selected
as the final cladding solution. IMPs are
factory-assembled (off-site) wall and roof
cladding components typically consisting of
a polyisocyanurate insulation core encapsulated
between interior and exterior steel
skins with factory-formed joints, providing
a homogeneous installation. Mineral fiber
insulation options are available but are
primarily used for firewall performance with
a lower R-value per inch. Thermal continuity
and performance are achieved across
the entire building envelope, and the span
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Figure 2 – Castle Square midrise deep-energy retrofit costs.
Figure 3 – Cost of the superinsulated metal panel shell.
Total Costs Costs Costs
per Sq. Ft. per Apartment
Total cost – Super-insulated shell; $2,499,000 $34.71 $13,016
72,000-sq.-ft. wall area
Cost Breakdown
Air vapor barriers $125,000 $1.74 $652
Metal panel furring materials $145,000 $2.01 $755
Metal panel furring labor $175,000 $2.44 $915
Mineral wool suppression materials $108,000 $1.50 $563
Mineral wool suppression labor $72,000 $1.00 $376
Metal panel systems materials $1,040,000 $14.44 $5,417
Metal panel systems installation $620,000 $8.61 $3,229
Note: Avoided masonry repairs -300,000
capability of the composite panel allows
attachment to steel framing with minimal
thermal bridging.
Regarding reported IMP R/U-values,
ASTM 1363, Thermal Performance of
Building Materials and Envelope Assemblies
by Means of a Hot Box Apparatus, is the
standard for determining the U-value of the
IMP and requires a test specimen to include
the effect of joint details between adjacent
panels. ASTM C518, Standard Test Method
for Steady-State Thermal Transmission at a
Mean Temperature of 75 Deg. F., is also used
for R-value reporting. The IMPs are also
approved for NFPA 285, Standard Fire Test
Method for Evaluation of Fire Propagation
Characteristics of Exterior Nonload-Bearing
Wall Assemblies Containing Combustible
Components.
The two seven-story buildings of the
complex (Figure 4) were literally wrapped
in the superinsulated shell. The IMPs were
specified as R-40 (5 in.)—twice what current
code required—applied directly over existing
exterior concrete and brick.
The IMP interlocking joint is designed to
control rainwater penetration and thermal
continuity. The joint design incorporates
a pressure equalization chamber that also
minimizes thermal bridging with superior
airtightness. The pressure equalization
chamber is shielded from outside by an
overlap between two impermeable panel
facings, thus minimizing rainwater passage
into the joint, driven by gravity and air pressure
difference. Intercepted rainwater is
drained effectively back to the exterior. See
Figures 5 and 6.
IMPs for Castle Square utilized a secondary
water-resistive barrier (WRB) and
air barrier behind the panels. Fundamental
to this design is that the primary control
layers for water management and air flow
control are located behind the IMP, and all
materials inboard of these control layers
are considered interior of the building. The
IMP functions as both the exterior cladding
system and primary thermal resistance
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Figure 4 – A plan rendering of the Castle Square Apartments.
Figure 6 – BSC diagram of superinsulated
exterior wall system at Castle Square Apartments.
Figure 5 – Horizontal
support detail.
layer. Continuity of the thermal insulation
is maintained between the control layers
and the back of the IMP with the addition of
mineral fiber insulation. This system design
has built-in, up-front redundancies for optimized
performance.
Water management is through a dedicated
WRB installed behind the IMPs with
1½-in.-thick mineral fiber, fire-resistant
insulation installed horizontally in 2- x
4-ft. panels between furring rows (Figure 7).
All flashings and interfaces with the other
enclosure elements must be connected to
the WRB. While the mineral fiber insulation
will reduce the potential for drainage, concerns
of water retention in the system are
minimal. The airflow control is maintained
through an air barrier that is continuous
with all other enclosure elements and
located exterior of the existing structure. A
single, integrated, self-adhered and liquidapplied
membrane/air barrier system can
be integrated as the WRB system to perform
both functions.
Inward vapor drive is predominantly
controlled by the impermeability of the
IMP; however, due to the potential for air
movement behind the panels, alternate
control layers could be included at the
WRB location (such as through the use
of a vapor-impermeable SBS membrane).
Alternatively, the enclosure can be designed
based on a vapor “flow-through approach”
to allow for unrestricted diffusion inwards
(i.e., no interior Class I or Class II vapor
retarder), and a vapor-permeable WRB and
air barrier can be used (not recommended if
interior vapor barriers or low-permeability
materials are currently in the existing wall
assembly).
Outward vapor control is achieved by
controlling the condensing surface temperature.
Unlike the first approach (using the
IMP as the complete enclosure), the condensing
surface in this assembly is behind the
WRB and air barrier. This configuration typically
provides even less risk of condensation
accumulation in the assembly.
Vapor management is maintained
through the fundamental nature of the
panel. Inward vapor drive is controlled by
the impermeable nature of the IMP exterior
skin. Outward vapor control and condensation
resistance are maintained through control
of the condensing surface temperature.
With the panel installed over a previously
uninsulated building, there would be no
concerns of interstitial condensation in any
climate zone for any commonly available
panel thickness. (See Figure 8.)
Hygrothermal THERM and WUFI models
are helpful in understanding an optimized
design as described above. One recommendation
is to model a worst-case scenario to
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Figure 7 – Horizontal IMP detail.
Figure 8 – Sections of panels at horizontal and vertical joints.
establish a conservative performance recommendation.
A field mock-up was constructed per
the architect’s direction to include window,
flashing, waterproofing of joints, anchorage
systems, sealants, edge conditions, closures,
and other details as may be required
for a weathertight installation. This was
not a “functional” model, and it was used
to visually demonstrate how the assembly
should be constructed.
The emerging building enclosure
ASTM practice of Building Enclosure
Commissioning (BECx), which includes
functional performance testing entailing
both mock-up and installed work (field) testing
would have been ideal for this project.
This practice is intended to identify baselevel
mock-up and field testing for both fundamental
and enhanced commissioning for
each of four primary performance categories:
thermal, acoustic, resistance to water
penetration, and air infiltration/exfiltration.
Other Ke y Envel ope
Comp onents
Accent and fascia panels. Aluminum
composite accent and fascia panels were
specified to be installed over the fluidapplied
air/vapor barrier membrane. The
panels were fabricated from 4-mm aluminum
composite material with polyethylene
core.
Windows. The casement windows were
specified with an R-5, double-glazed with
Argon gas, ASTM E774, Class A, with highperformance
and low-emissivity coatings.
The roof. Existing roof assemblies
consisted of mechanically attached EPDM
installed over 2.8-in. polyisocyanurate insulation.
The roof decks were castin-
place concrete. The existing
EPDM membrane was removed
by slicing the membrane on two
sides of the seam attachment,
leaving 6-8 in. of membrane in
place, along with the insulation.
The existing stone ballast
and flashing were removed.
New tapered polyiso was
installed over the existing flat
polyisocyanurate insulation
to achieve R-40. On midrise
roofs, insulation was provided
approximately 10 in. up the
penthouse walls and to secondlevel
decks to match the thickness
of new insulated wall panels.
See Figure 10.
Thermoplastic single-ply
(TPO) membrane roofing was
specified with a .060 mechanically
attached field sheet. The
flashing sheet was .060 TPO
with an exposed face color
(Energy White).
Each building has 756 sq.
ft. of solar thermal hot-water
collectors on the roof. Currently, the energy
offsets of those collectors that should
increase total energy savings are being
recalculated due to several nonfunctioning
units (that have since been corrected) and
errors in the modeling that were found during
the one-year analysis.
Mid Rise Deep -Energ y Retr ofit
One-Year Res ults
Preliminary gas consumption data from
June 2012 to July 2013 show that rather
than achieving 65% annual gas savings (as
per design projections), the buildings are
currently achieving 53% annual gas savings.
(See Figure 12.) This is an improvement
on the 48% annual gas savings that
was reported in March 2013 and the 51%
annual savings reported in May 2013.
(Note: Data were normalized for weather
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Figure 9 – A liquid air barrier over the original brick with fire-resistant insulation, window,
and superinsulated metal panel installation.
Figure 10 – Roof area.
Roof Area Existing Insulation N ew Overlay Insulation Attachment Method
Midrise upper 2 in. exp. polystyrene 5 in. polyisocyanurate Mechanically fastened
Midrise penthouses 2 in. exp. polystyrene 5 in. polyisocyanurate Mechanically fastened
Midrise plaza decks 3.2 in. polyisocyanurate* Tapered polyisocyanurate Mechanically fastened
B uilding 26/27 2.8 in. polyisocyanurate 5 in. polyisocyanurate Mechanically fastened
*Removed and replaced with tapered insulation, 1/8 in. per ft. slope.
so that this year’s data could
be compared to annual gas
consumption from 2008-2010.)
The design projection of 65%
total reduction in gas consumption
(heat and hot-water savings)
is being reevaluated due
to performance issues related to
the solar thermal system. (See
Figure 13.)
Heat design projections predicted
71% total heating savings.
In reality, heating savings
between October 2012 and May
2013 ranged from 48% to 64%,
depending on the month and
the building.
Hot-water design projections
predicted hot-water savings of
56%. In reality, hot-water savings
in the summer of 2013
(after the solar thermal system
was repaired) were 55%. During
the postconstruction period,
meters were not correctly reading
data until about June 2012.
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Figure 11 – Castle Square midrise units with superinsulated cladding, new R-5 windows, highly reflective TPO roof, and solar
collector for hot water.
Figure 12 – Midrise gas projections.
What Caused Differe nces
Bet wee n Predicted and
Act ual Energ y Efficie ncy?
Although the midrise buildings aren’t
reporting their 65% gas savings design
target, there is opportunity to get closer to
targeted energy savings goals. The predicted
energy modeling savings were based on a
lower design temperature (68 degrees) than
actual, which was 71 degrees.
What is Happe ning on the
Heati ng Side ?
First, a decision was made by the
residents of Castle Square to operate
the building at a much higher temperature
than it was designed for. Petersen
Engineering assumed a boiler set point
to deliver 71-degree heat to apartments.
Because of resident demand, a decision was
made (without notification to all members
of the team) in December 2011 to deliver
75-degree heat to residents despite the
average cost increase of $77,000 or half of
the projected gas savings! Resident request
for this higher temperature was likely due to
somewhat uncomfortable conditions in the
apartments, because the shell was not complete
and construction was still under way.
Unfortunately, this higher temperature was
maintained after construction completion.
Thermostats weren’t limited to 72 degrees
until the following year—January 2012.
This higher temperature set point affected
gas consumption for five of the nine heating
season months in the analyzed year.
Some residents continue to override their
thermostats to enjoy tropical conditions in
their apartments.
The primary issue impacting heat savings
goals is opened windows. Despite being
able to control their heat using Energy Star
thermostats and an excellent ventilation
system, residents frequently leave their windows
open, even in freezing temperatures.
Finally, the commissioning agent identified
some other issues in the midrise heating
plants that could be tweaked to improve
performance (complicated boiler controls,
etc.). Originally, the project did not have
a commissioning agent. One was added to
the team in the summer of 2013, over a
year after construction was complete, and
will have a positive outcome on energy efficiency
improvements that will likely change
current data reporting to be closer to the
predicted performance.
What Can Be Done to Impr ove
Perf orma nce at This Point?
First, CSTO and Winn Management
should consider a targeted campaign to
strongly encourage residents to keep their
windows closed during the heating season.
In addition to an educational campaign,
perhaps some kind of competition could
be held.
Second, CSTO and Winn Management
should ensure that apartment thermostats
are set at the appropriate temperature.
Third, CSTO and Winn Management
should ensure the boilers are appropriately
set and that ongoing monitoring and maintenance
are scheduled.
Concl udi ng Remar ks
Any existing building project that is
delivering 50%+ retrofit building energy
efficiency improvement is considered a success.
Financing was key to this specific
project, and federal low-income housing tax
credits were available, along with a host of
other funding for the renovation that made
it possible to deliver.
The cost of a deep-energy retrofit can
be analyzed in a number of different ways.
One way is to analyze total cost of the
work (labor and materials) from start to
finish. The total cost of the Castle Square
deep-energy retrofit was $8,177,783 for
192 apartments or $42,593 per apartment.
This includes the cost of everything from
the superinsulated metal panels to heating,
cooling, and hot-water improvements.
The question, “What if you were going to
reface/re-side the building anyway?” came
up in evaluating project options related to
costs and return on investment. The modeled
payback on the superinsulated metal
panel exterior was estimated at 25 years.
Incremental cost is defined as the difference
between cost of work that would have been
done anyway and the deep-energy retrofit
scope of work. Castle Square was to be
renovated; therefore, the total incremental
cost of the deep-energy retrofit at Castle
Square was $3,460,486 for 192 apartments
or $18,023 per apartment. As indicated
2 2 0 • B e r t r a m 2 9 t h RC I I n t e r n a t i o n a l C o n v e n t i o n a n d T r a d e S h ow • Ma rc h 2 0 – 2 5 , 2 0 1 4
Figure 13 – Final incremental cost.
Incremental Cost Savings – Therms Savings $ Direct Payback (years)
Roof Insulation $45,273
Exterior Wall Insulation (R-40) $2,199,000
Glazing $74,000
Air Sealing $160,000
Subtotal: Enclosure $2,478,273 47,654 $72,911 33.99
Mechanical – Heating & Hot Water $253,800
Ventilation $132,000
Subtotal: Mechanical $385,800 28,077 $42,958 8.98
Solar Thermal $596,413 18,000 $27,540 21.66
TOTAL $3,460,486 93,731 $143,409 24.13
in the Final Increment Cost table (Figure
13), paybacks ranged between 24 and 33.9
years, depending on the specific area of
improvement.
Castle Square was certified as LEED®
Platinum and won the Vanguard Award
from the National Affordable Housing
Management Association (NAHMA). The
Vanguard Award is given each year in
order “to recognize newly developed or
significantly rehabbed affordable multifamily
housing communities that showcase
quality design and financing.” Also, Boston
Mayor Thomas M. Menino presented the
Castle Square Tenants’ Organization and
Winn Development with the 2012 Green
Residential Award for Sustainability/
Climate Action Leadership.
The retrofit of Castle Square Apartments
was completed in June 2012, and analysis
for further improvement continues.
Hopefully, through further evaluation, the
goal of Net Zero Energy can someday be
achieved. The entire team on this project is
to be commended.
REFERENCES
U.S. Department of Energy’s (DOE)
Building America program, http://
www1.eere.energy.gov/buildings/
residential/ba_index.html
Castle Square Tenants’ Organization,
http://cstoboston.org/
ACEEE: “United Kingdom Tops in
Energy Efficiency, U.S. Lags in
9th Place,” http://www.aceee.org/
press/2012/07/aceee-united-kingdom-
tops-energy-eff
Castle Square Deep Retrofit, http://
www.castledeepenergy.com/
The 2009 McKinsey Global Energy &
Materials study, “Unlocking Energy
Efficiency in the U.S. Economy,”
http://www.mckinsey.com/client_
service/electric_power_and_natural_
gas/latest_thinking/unlocking_energy_
efficiency_in_the_us_economy
Metal Construction Association, “Insulated
Metal Panels,” http://www.
metalconstruction.org/imp/
Design Cost Data (DCD), “Deep Energy
Retrofit Profile: Castle Square
Apartments on Track to Reduce
Energy by 73%,” http://www.dcd.
com/insights/insights_nd_2012_1.
html
Building Science Corporation, “Using
Insulated Metal Panels as Part of a
Building Enclosure Energy Retrofit,”
January 27, 2012
2 9 t h RC I I n t e r n a t i o n a l C o n v e n t i o n a n d T r a d e S h ow • Ma rc h 2 0 – 2 5 , 2 0 1 4 B e r t r a m • 2 2 1