Residential Retrofit Analysis & Proposal Generator
Analyze residential properties and generate ROI-ranked retrofit proposals instantly
What You Can Do
You can input residential property characteristics and energy audit findings to receive systematically ranked retrofit recommendations prioritized by ROI and payback period. Claude analyzes multiple upgrade pathways, calculates realistic energy savings projections, compares financing options, and generates professional proposals that translate complex efficiency metrics into actionable upgrade sequences tailored to client budgets and goals.
Features
Calculates return on investment and break-even timelines for each retrofit option with confidence intervals
Evaluates competing upgrade strategies (e.g., HVAC replacement vs. envelope improvements) with side-by-side cost-benefit breakdowns
Estimates annual kWh/BTU reductions and utility bill savings based on property characteristics and local rates
Sequences recommendations to maximize impact within client budget limits, identifying quick wins alongside capital investments
Incorporates available rebates, tax credits, and utility incentive programs into financing scenarios
Flags weatherization, behavioral, and maintenance upgrades alongside capital investments
Produces professional reports with executive summaries, technical details, and financing options
Quantifies recommendation certainty based on audit data completeness and local market variables
Example Output
Example 1: Single Property Analysis
Input: 1970s ranch home, 1,800 sq ft, electric heat, R-13 attic insulation, single-pane windows
Output:
- Priority 1: Attic insulation upgrade (R-38) — $2,100 cost | $480/yr savings | 4.4-year payback | 22% ROI
- Priority 2: Window replacement (10 windows) — $8,500 cost | $620/yr savings | 13.7-year payback | 7% ROI
- Priority 3: Weatherstripping & caulk — $200 cost | $80/yr savings | 2.5-year payback | 40% ROI
- Bundled Option: All three upgrades — $10,800 cost | $1,180/yr savings | 9.2-year payback (federal tax credit reduces to $8,100, 6.9-year payback)
Example 2: Competing Scenarios
Heat pump replacement vs. furnace upgrade comparison:
- Heat Pump Path: $12,000 | $1,400/yr savings | 8.6-year payback | 11.6% ROI | includes cooling benefit
- Furnace Path: $6,500 | $800/yr savings | 8.1-year payback | 12.3% ROI | heating only
- Recommendation: Heat pump preferred due to cooling addition and future-proofing despite similar payback
What's Included
- SKILL.md: Complete skill instruction file with use cases and integration guidance
- Property Assessment Template: Structured data collection form capturing building envelope, HVAC, appliances, and utility history
- ROI Calculation Framework: Excel-compatible formulas for payback period, NPV, and IRR calculations with local cost and rate inputs
- Retrofit Recommendation Matrix: Benchmark cost, savings, and payback data for common residential upgrades (insulation, windows, HVAC, water heating, etc.)
- Proposal Template: Client-ready format with executive summary, technical breakdown, financing options, and next-step guidance
Who It's For
- Energy Efficiency Engineers conducting residential audits and designing retrofit programs
- Weatherization contractors needing to prioritize work orders and justify recommendations to homeowners
- Energy auditors (BPI/RESNET certified) translating audit findings into financing-ready proposals
- Utility program managers designing residential efficiency incentive structures and rebate packages
- HVAC contractors and building science consultants recommending integrated upgrade strategies
Best For
- Post-audit analysis to synthesize findings into ranked recommendations
- Financing scenario development (cash, rebates, PACE, energy loans, tax credits)
- Competing upgrade path evaluation within fixed client budgets
- Program design supporting residential retrofit initiatives with specific incentive structures
- Client proposal generation with transparent cost-benefit justification
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