Historic, listed, or unlisted, buildings account for 30% of the European building stock. Since they are complex systems of cultural, architectural, and identity value, they need particular attention to ensure that they are preserved, used, and managed over time in a sustainable way. This implies a demand for retrofit solutions able to improve indoor thermal conditions while reducing the use of energy sources and preserving the heritage significance. Often, however, the choice and implementation of retrofit solutions in historic buildings is limited by socio-technical barriers (regulations, lack of knowledge on the hygrothermal behaviour of built heritage, economic viability, etc.). This paper presents the approach devised in the IEA-SHC Task 59 project (Renovating Historic Buildings Towards Zero Energy) to support decision makers in selecting retrofit solutions, in accordance with the provision of the EN 16883:2017 standard. In particular, the method followed by the project partners to gather and assess compatible solutions for historic buildings retrofitting is presented. It focuses on best practices for walls, windows, HVAC systems, and solar technologies. This work demonstrates that well-balanced retrofit solutions can exist and can be evaluated case-by-case through detailed assessment criteria. As a main result, the paper encourages decision makers to opt for tailored energy retrofit to solve the conflict between conservation and energy performance requirements.

Buildings of heritage significance due to their historical, architectural, or cultural value, here called historic buildings, constitute a large proportion of the building stock in many countries around the world. Improving the performance of such buildings is necessary to lower the carbon emissions of the stock, which generates around 40% of the overall emissions worldwide. In historic buildings, it is estimated that heat loss through external walls contributes significantly to the overall energy consumption, and is associated with poor thermal comfort and indoor air quality. Measures to improve the performance of walls of historic buildings require a balance between energy performance, indoor environmental quality, heritage significance, and technical compatibility. Appropriate wall measures are available, but the correct selection and implementation require an integrated process throughout assessment (planning), design, construction, and use. Despite the available knowledge, decision-makers often have limited access to robust information on tested retrofit measures, hindering the implementation of deep renovation. This paper provides an evidence-based approach on the steps required during assessment, design, and construction, and after retrofitting through a literature review. Moreover, it provides a review of possible measures for wall retrofit within the deep renovation of historic buildings, including their advantages and disadvantages and the required considerations based on context.

Historic building restoration and renovation requires sensitivity to the cultural heritage, historic value, and sustainability (i.e., building physics, energy efficiency, and comfort) goals of the project. Energy-efficient ventilation such as demand-controlled ventilation and heat recovery ventilation can contribute to the aforementioned goals, if ventilation concepts and airflow distribution are planned and realized in a minimally invasive way. Compared to new buildings, the building physics of historic buildings are more complicated in terms of hygrothermal performance. In particular, if internal insulation is applied, dehumidification is needed for robust and risk-free future use, while maintaining the building’s cultural value. As each ventilation system has to be chosen and adapted individually to the specific building, the selection of the appropriate system type is not an easy task. For this reason, there is a need for a scientifically valid, systematic approach to pair appropriate ventilation system and airflow distribution solutions with historical buildings. This paper provides an overview of the interrelationships between heritage conservation and the need for ventilation in energy-efficient buildings, regarding building physics and indoor environmental quality. Furthermore, a systematic approach based on assessment criteria in terms of heritage significance of the building, building physics (hygrothermal performance), and building services (energy efficiency, indoor air quality, and comfort rating) according to the standard EN 16883:2017 are applied.