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Open Climate Resilience Policies
OCRP

Community Retrofit Aggregation & Financing Tool (CRAFT)

A community-scale retrofit delivery and financing framework that clusters projects to cut costs, protect consumers, and coordinate grid impacts.

Overview

Individual, house-by-house retrofits are slow, expensive, and administratively complex. In contrast, street-by-street and neighborhood-scale retrofits reduce costs through economies of scale, simplify contractor logistics, and build social trust.

This policy establishes the Community Retrofit Aggregation & Financing Tool (CRAFT): a delivery and financing framework that enables communities to upgrade buildings collectively while protecting residents from financial and technical risk.

Real-World Examples:

  • Energiesprong, Netherlands: The Energiesprong approach pioneered street-by-street deep retrofits using prefabricated facades and roofs, cutting installation time to days and enabling financing through energy savings.
  • Bristol, UK: The city’s Retrofit West program aggregates demand across neighborhoods to train local workers and deliver coordinated whole-house retrofits with verified energy savings.
  • Belgium: The EnergyHop program combines neighborhood aggregation with standardized technical packages and consumer protection frameworks, reducing retrofit costs by 20-30%.

1. Core Mechanism: Retrofit Aggregators

A Retrofit Aggregator is a legally constituted entity authorized by the municipality to coordinate retrofit delivery for a defined geographic area.

Aggregators may be:

  • Municipal departments or authorities
  • Non-profit organizations or cooperatives
  • Special-purpose public benefit corporations

Aggregators act as:

  • Program administrators, not property owners
  • Agents for collective procurement, not mandatory intermediaries
  • Coordinators, not utilities or lenders

Aggregators may not:

  • Compel participation
  • Sign construction contracts on behalf of residents without explicit consent
  • Bundle residents into financing without opt-in approval

2. Consumer Protections and Participation Rights

To ensure trust and voluntary participation:

  • Participation is opt-in at every stage.
  • Expressions of Interest are non-binding.
  • Residents may withdraw prior to contract signing with no penalty.
  • Each dwelling receives an individual technical assessment.
  • Clear dispute resolution and complaints processes must be published.

No household may be denied services or penalized for choosing not to participate.


3. Bulk Buying & Delivery Streams

Retrofits are organized into standardized delivery streams to maximize efficiency.

Stream Scope Benefits
Thermal Shell Insulation, air sealing, windows Reduced heating/cooling demand
Mechanical Systems Heat pumps, HPWHs Electrification and efficiency
Energy Systems Solar PV, batteries Peak reduction and resilience

Aggregators must pre-qualify contractors and cap workload per contractor to maintain quality.


4. Financing Models and Guardrails

CRAFT enables property-linked financing, subject to strict consumer safeguards.

Option A: Property Assessed Clean Energy (PACE)

  • Financing is attached to the property, not the occupant.
  • Maximum interest rate: 2% above sovereign borrowing rate.
  • Full disclosure of total repayment cost is mandatory.

Option B: On-Bill Financing (OBF)

  • Repayment occurs via utility bills.
  • Bill neutrality must be certified using conservative energy savings estimates.
  • If savings underperform, payment schedules must be adjusted.

Additional guardrails:

  • Predatory financing practices are prohibited.
  • Prepayment and transfer terms must be disclosed before enrollment.
  • Dispute resolution must be independent of lenders and contractors.

5. Renters, Condos, and Multi-Unit Buildings

CRAFT explicitly includes:

  • Rental properties (with tenant protection requirements)
  • Condominiums and housing cooperatives
  • Small and mid-sized apartment buildings

Measures include:

  • Landlord participation conditioned on rent-stabilization or benefit-sharing mechanisms
  • Simplified approval pathways for condo boards
  • Aggregated financing structures for multi-unit buildings

6. Grid Coordination and Utility Engagement

Aggregators must coordinate with utilities prior to large-scale deployment.

Requirements include:

  • Advance notice of clustered load changes
  • Coordination of transformer and feeder capacity upgrades
  • Optional aggregation of batteries into Virtual Power Plants (VPPs) where permitted
  • Data-sharing agreements with clear privacy boundaries

7. Government Support and Risk Reduction

Municipal and regional governments shall provide:

  • Seed funding for Aggregator setup and staffing
  • Loan guarantees to reduce financing costs
  • Standardized procurement and contracting templates
  • Workforce training and certification programs

8. Pilot Program: Street-by-Street Retrofit Zones

Selection Criteria

  • Housing typology similarity
  • High energy burden indicators
  • Demonstrated community interest
  • Grid readiness or constraint mitigation potential

Pilot Phases

  1. Outreach and assessments
  2. Bulk procurement
  3. Coordinated installation
  4. Post-install verification and reporting

9. Success Metrics and Reporting

Aggregators must publish annual performance reports including:

  • Cost per dwelling retrofitted
  • Average energy and emissions reduction
  • Participation and opt-out rates
  • Financing performance (defaults, delinquencies)
  • Contractor quality metrics

Appendix A: CRAFT Retrofit Aggregator Charter Template

1. Purpose

The Aggregator exists to coordinate equitable, affordable, and high-quality building retrofits at community scale.

2. Governance

  • Board representation must include community members.
  • Conflicts of interest must be disclosed.
  • Financial accounts are subject to annual audit.

3. Authority

  • Authorized to issue RFPs and manage procurement.
  • Authorized to coordinate financing offers.
  • Not authorized to compel participation or enforce compliance.

4. Consumer Protections

  • Transparent pricing and financing disclosures.
  • Opt-out rights at defined milestones.
  • Independent complaints and mediation process.

5. Contractor Management

  • Pre-qualification and performance monitoring.
  • Clear termination procedures for underperformance.
  • Worker safety and labor standards compliance.

6. Data and Privacy

  • Minimal data collection principle.
  • No sale of participant data.
  • Compliance with applicable data protection laws.

7. Reporting and Accountability

  • Annual public report.
  • Open performance metrics.
  • Sunset and renewal conditions defined by the municipality.

Benefits Snapshot

Feature Individual Approach CRAFT (Community Bulk) Approach
Cost Retail pricing + individual travel/setup. 20-30% discount via wholesale purchasing and clustered labor.
Trust Homeowner vets contractors alone. Aggregator vets contractors; community relies on peer trust.
Speed One home at a time; scheduling delays. Assembly-line delivery; teams move door-to-door.
Grid Random installs strain the grid. Coordinated batteries can form a Virtual Power Plant (VPP).

Discussion on GitHub

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