Upgrade Dataset

The upgrade dataset facilitates the transfer of data on a completed workscope from an energy modeling or data collection tool to a program administer.

The upgrade dataset is designed to facilitate the transfer of information on completed whole house retrofits from contractors to Home Performance with ENERGY STAR® or other whole house programs.

The upgrade dataset describes the baseline building (e.g., the pre-upgrade condition of the home, with proposed measures) with a completed work scope (e.g., description of installed measures, with modeled or predicted energy savings).

The upgrade dataset was established through a consensus process of three geographically diverse existing whole-house programs, and is intended to meet the needs of most programs. Programs that offer more diverse incentives may need to add HPXML data elements to meet program needs.

Programs that wish to adopt the upgrade dataset, may download the Data Selection Tool for guidance on the required data fields.

Software developers may visit the GitHub repository for an example of an HPXML upgrade file.