Open Methodology

How We Calculate Your Passport Health Score

The public 0–100 score is now the Home Resilience Passport Health Score: a transparent 4-pillar composite built from canonical facts, evidence, verification level, and a deterministic energy engine.

KEY FACTS
  • 01 4 locked pillars: Energy Performance (40%), Resilience Coverage (25%), Verification Quality (20%), Improvement Momentum (15%)
  • 02 Energy Performance is powered by the six-component energy engine: envelope, heating, ventilation, hot water, solar, and storage/grid
  • 03 Every Passport fact carries source, confidence, timestamp, and verification status
  • 04 Market depth varies: UK records and adapters are strongest today; other markets are expanding with explicit readiness labels
  • 05 The coming AI Resilience Agent will guide evidence gathering and next-best actions, but deterministic scoring remains the trust layer

How the 0–100 Passport Health Score Works (v1)

The Passport Health Score is a continuous 0–100 metric that updates as the home's facts, evidence, and improvements evolve. It is not just an energy score: it combines performance, resilience, trust, and progress.

The Passport is the memory layer, the deterministic engine is the trust layer, and the AI Resilience Agent is the coming guidance layer. The Agent can explain and prioritize, but it does not override verified facts or physics-based calculations.

πŸ“ Live-truth note (updated 2026-05-26): The live public score is the 4-pillar Passport Health Score. The Energy Performance pillar still uses heuristic energy-model inputs where direct measurements are unavailable. Climate-relative rank is modeled, not computed from real user-score distributions. Confidence reflects source quality and completeness, not measured prediction error.

Energy Performance

40%Live

Envelope, systems, solar, storage, and grid-flexibility signals from official records, modelled inputs, and confirmed facts.

Resilience Coverage

25%Live / expanding

Climate and home-readiness signals such as flood risk, overheating risk, local adapter readiness, and future resilience facts.

Verification Quality

20%Live

How trustworthy and recent each Passport fact is: inferred, user-confirmed, document-supported, scan-supported, or contractor-verified.

Improvement Momentum

15%Live

Credit for completed and verified upgrades, with stronger signals when improvements are recent and evidence-backed.

Passport Facts First

The score is computed from the canonical Passport registry. Facts can be inferred, user-confirmed, scan-supported, document-supported, or contractor-verified.

Deterministic Weighting

The four pillars are combined with locked v1 weights. Each pillar exposes its explanation and supporting data instead of hiding logic in a black box.

Guidance Layer Coming Next

The AI Resilience Agent direction is to ask for missing evidence, explain tradeoffs, and suggest next-best actions. It is not treated as the scoring authority.

Energy Performance Engine: 6 Component Breakdown

These six components feed the 40% Energy Performance pillar. They are not separate top-level Passport weights; they are the internal energy model used inside the broader Health Score.

Envelope

30%Heuristic/live

Assesses insulation, airtightness, and thermal bridging of walls, roof, floors, and windows.

⚠ U-values are inferred from text descriptions, not measured. This is heuristic, not a full SAP fabric calculation.

Data Sources

  • EPC (U-value descriptions β†’ lookup table)
  • Airtightness from EPC when present (defaults to ACH50=10)
  • SAP 10.2 (benchmark ranges)
  • OSM geometry (when available for bridging estimate)

Heating

25%Heuristic/live

Evaluates heating system type and efficiency, including boilers, heat pumps, and distribution.

⚠ Rule-based keyword matching from EPC descriptions. Not a full plant simulation.

Data Sources

  • EPC (system type, descriptors)
  • COP band mapping (ASHP/GSHP)
  • Weather compensation / low-flow bonus flags

Ventilation

15%Heuristic/live

Measures air quality systems and heat recovery efficiency.

⚠ Rule-based scoring. MVHR efficiency is banded, not measured.

Data Sources

  • EPC (vent type field)
  • MVHR efficiency band mapping

Water

10%Heuristic/live

Analyses hot water heating system type and efficiency.

⚠ Pattern-matched from EPC descriptions.

Data Sources

  • EPC (hot water field)
  • HPWH / stratified tank / DWHR pattern matching

Solar

12%Partial

Calculates on-site renewable generation based on enriched data and system flags.

⚠ Without a full demand profile, solar utilisation is estimated from defaults. Generation data requires PVGIS enrichment.

Data Sources

  • PVGIS (solar irradiance + annual generation)
  • EPC (existing PV flag)
  • DC coupling / bifacial / tracker flags

Storage / Grid

8%Heuristic/live

Evaluates battery storage, grid flexibility, and virtual power plant participation.

⚠ Capability score, not a verified operational optimisation model.

Data Sources

  • Battery capacity bands
  • VPP participation flag
  • TOU optimisation flag
  • Thermal storage flag

Our Technology Database

Roughly 80 technologies researched so far across 7 categories. We keep adding as we learn what actually works in real homes.

Envelope and Insulation

35 technologies

Heating and Cooling

45 technologies

Ventilation and Air Quality

20 technologies

Water Heating and Efficiency

15 technologies

Renewables and Solar

25 technologies

Storage and Grid Integration

35 technologies

Smart Controls and Automation

25 technologies

Energy Scoring Curves Explained

Inside the Energy Performance pillar, each metric maps to a 0–100 sub-score using smooth curves. Small improvements always count, and gains naturally taper at the high end β€” just like real-world energy physics.

U-Value β†’ Score (Envelope)

Lower U-values (better insulation) yield higher scores via a sigmoid curve. Example: Wall U-0.18 (R-31) scores ~85, improving to U-0.12 (R-47) reaches 95.

COP β†’ Score (Heating)

Heat pump efficiency on a linear-to-exponential curve. ASHP COP 3.5 scores 70, 4.3 scores 90; GSHP 4+ can exceed 95.

Other Examples

  • MVHR recovery: 90% β†’ 80 score, 95% β†’ 95 score
  • Battery self-consumption: 30% β†’ 40 score, 60% β†’ 85 score
  • Solar yield: Normalized to roof potential via PVGIS
Context Layer β€” v2.3

Climate-Relative Rank

Your score report includes a climate-relative rank that compares your home against similar properties in the same climate zone, region, and building type. This is an additive context layer β€” it does not change the Passport Health Score.

⚠ Important: this comparison is modeled, not empirical

The distributions used for ranking are synthetic β€” derived from building stock data (UK EPC register, NREL ResStock for US, IS 5281 norms for Israel). They are not computed from real user scores in this system. Ranks are never described as percentiles; they use named tiers to avoid false precision.

How Cohorts Work

Your home is placed in a cohort defined by:

  • Climate band β€” simplified KΓΆppen-Geiger from your coordinates (e.g. temperate, cold, mediterranean)
  • Region β€” UK, US, or IL (distributions differ per country)
  • Property type β€” flat, terrace, semi, detached
  • Floor area band β€” small (<70mΒ²), medium, large, very-large

Example cohort key: temperate:UK:semi:medium

Tiers, Not Percentiles

  • LeadingTop ~10% of modeled cohort
  • Above averageTop 10–35%
  • TypicalMiddle 35–65%
  • Below averageBottom 35–65% (15–35th)
  • LaggingBottom ~15%

Data confidence: UK = high (EPC register), US = medium (ResStock), IL = low (code norms). Confidence is shown alongside your rank.

Unsupported countries currently return a note asking where you're scoring from so we know which markets to expand next.

Potential Score: Likely vs Stretch

Alongside your current score, we show a potential range β€” what the Energy Performance pillar and overall Passport Health Score could reach with targeted improvements.

Likely

Top 3 high/medium-confidence recommendations applied to your current score. Represents a realistic improvement from 2–3 targeted upgrades. Capped at 95.

Stretch

Top 6 feasible recommendations applied (including caveated ones; excludes infeasible). Represents the outer bound if all practical measures are pursued. Capped at 98.

⚠ Potential is bundle simulation, not a certified forecast

Score impact values in our recommendation catalog are manually assigned estimates β€” not derived from physics calculations or SAP. Interaction effects between co-installed measures are not modelled. Treat the range as directional, not as a guaranteed savings figure.

The Prosumer Frontier

Beyond Net Zero: Buildings as Batteries

Our goal is to help every home become better at using, generating, storing, and sharing energy. In the Energy Performance pillar, 100 represents a home that is genuinely energy-positive and useful to the grid β€” not just β€œnet zero” on paper.

An Energy Performance score of 100/100 represents an energy-positive prosumer home β€” one that generates approximately 6,000 kWh/year from solar while consuming only 4,000 kWh, resulting in a net export of roughly βˆ’2,000 kWh/year for a typical UK 3-bed semi. The overall Passport Health Score also requires resilience coverage, verification quality, and improvement momentum.

Thermal Mass as Storage

Buildings store energy as heat in walls, floors, and thermal mass β€” free batteries that need no chemistry. Hedar et al. (2023, Building Simulation) quantified this: homes provide grid flexibility through thermal inertia, pre-heating or pre-cooling during cheap/clean grid windows and coasting through peaks. Our score rewards homes with high thermal mass and smart scheduling capability.

Heat Pumps for Load Shifting

A heat pump paired with a well-insulated building envelope is a controllable thermal load. Power-to-Heat during surplus renewable periods stores energy in the building fabric itself. On Octopus Agile or similar dynamic tariffs, a smart ASHP can run predominantly on cheap overnight electricity, shifting kilowatt-hours from grid-stress periods to off-peak abundance.

Solar + Battery + V2G

Rooftop solar generates. A home battery (10–20 kWh) stores and time-shifts. Vehicle-to-Grid (V2G) adds 40–80 kWh of EV battery into the equation. Together, these create a system that can island during grid stress events and sell power back at peak prices β€” turning household energy into a revenue stream rather than a cost centre.

Every Home as a VPP Node

A single prosumer home is interesting. One million of them, coordinated via demand response APIs, form a virtual power plant (VPP) that can provide gigawatt-scale grid balancing services. The Energy Performance pillar is designed to track and reward each home's contribution potential β€” not just its own consumption efficiency.

What Energy Performance 100 Actually Means

βˆ’2,000 kWh
Net annual export
(UK 3-bed semi)
6,000 kWh
Solar generation
vs 4,000 kWh consumed
VPP Node
Grid-stabilising
prosumer asset

Research basis: Hedar et al. (2023) "Buildings as Batteries: Leveraging Thermal Inertia for Grid Flexibility," Building Simulation journal. Heat pump Power-to-Heat storage validated against UK Climate Change Committee demand flexibility estimates.

What is heuristic vs live vs planned

Live (actively used in the Passport Health Score)

  • 4-pillar Passport weighting: Energy, Resilience, Verification, Momentum
  • Canonical Passport facts with source, confidence, timestamp, and verification status
  • EPC fabric descriptions β†’ U-value lookup β†’ Energy Performance component score
  • EPC system type fields β†’ rule-based Energy Performance component scores
  • Airtightness from EPC when present
  • PVGIS solar generation when enriched
  • Storage/grid capability flags (battery, VPP, TOU)
  • Climate-relative rank (v2.3, modeled distributions)

Heuristic (in use, but approximate)

  • U-value inference from EPC text (not measured)
  • COP scoring from qualitative descriptors
  • Thermal bridging default junction count
  • Potential score impact values (manually assigned)
  • Confidence / uncertainty (completeness-based, not error-calibrated)
  • Climate rank distributions (synthetic, not from real user scores)

Planned (not yet live scoring authority)

  • AI Resilience Agent for evidence gathering, explanations, and next-best actions
  • Smart meter time-series calibration
  • Full OSM geometry coupling in every score
  • Thermal-camera / retrofit proof ingestion
  • Calibrated uncertainty from real measured error
  • Public contribution pipeline for model updates

Known limitations (current model)

  • Some component mappings are still rule-based and text-driven.
  • Confidence and uncertainty are estimated from input completeness, not measured calibration error.
  • Validation dataset includes both measured and benchmark archetypes; measured sample is still small.

Our Open Methodology Commitment

Everything here is open. Full formulas, weights, and update logs are in the repo. We believe energy scoring should be auditable β€” not a black box. Where something is heuristic, we say so.