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.

Historic buildings account for more than one-quarter of Europe’s existing building stock and are going to be crucial in the achievement of future energy targets. Although a drastic reduction in carbon emissions would slow climate change, an alteration in the climate is already certain. Therefore, the impact of climate change on retrofitted historic buildings should be considered in terms of occupants’ comfort, heritage conservation, and energy performance. Inappropriate interventions might weaken the potential of traditional climate adaptive solutions, such as thermal mass and night cooling, leading to higher risks of overheating in a warming climate. Similarly, retrofit solutions will change the moisture dynamics of historic envelopes, which might lead to moisture damages when combined with more extreme precipitation events. This paper reviews recent literature that provides evidence of climate change’s impact on retrofitted buildings, reveals potential future risks, and thereby sheds light on new factors influencing the decision-making process in the retrofit of historic buildings.

This study presents an in-depth analysis of 69 case studies focusing on the energy retrofit of historic buildings, uncovering challenges, best practices, and lessons learned to balance energy efficiency improvements with heritage preservation. The findings highlight several challenges encountered during renovations, such as complex heritage evaluations, restrictions on alterations, coordination issues with authorities, technical limitations, higher investment costs, and knowledge gaps. On the other hand, identifying factors promoting renovation, including demonstrating energy savings while respecting heritage, early collaboration between planners and authorities, and quantifying investments, could incentivize owners and authorities. The limitations of a still-limited sample size, occasional incomplete data, and potential sample bias call for cautious interpretation of the presented analysis. Despite these, the study provides valuable insights into successful projects, emphasizing the need for scalability, knowledge transfer from innovative policies, and targeted policy-making for successful replication. The study concludes with a call for further development of the HiBERatlas (Historic Building Energy Retrofit atlas), an extensive resource for historic building renovation, expanding its database, collaborating with agencies, and tailoring guidance for stakeholders to foster energy retrofits in heritage buildings.

Purpose: Improving the energy performance of historic buildings has the potential to reduce carbon emissions while protecting built heritage through its continued use. However, implementing energy retrofits in these buildings faces social, economic, and technical barriers. The purpose of this conceptual paper is to present the approach of IEA-SHC Task 59 to address some of these barriers. Design/methodology/approach: Task 59 aims to achieve the lowest possible energy demand for historic buildings. This paper proposes a definition for this concept and identifies three key socio-technical barriers to achieving this goal: the decision-makers’ lack of engagement in the renovation of historic buildings, a lack of support during the design process and limited access to proven retrofit solutions. Two methods – dissemination of best-practice and guidelines – are discussed in this paper as critical approaches for addressing the first two barriers. Findings: An assessment of existing databases indicates a lack of best-practice examples focused specifically on historic buildings and the need for tailored information describing these case studies. Similarly, an initial evaluation of guidelines highlighted the need for process-oriented guidance and its evaluation in practice. Originality/value: This paper provides a novel definition of lowest possible energy demand for historic buildings that is broadly applicable in both practice and research. Both best-practices and guidelines are intended to be widely disseminated throughout the field.