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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.

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.

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.

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.

The purpose of this paper is to examine the cross-sectoral collaboration between conservation and economic appraisal, and to process a financial analysis for private owners of a built heritage.

The methodology applied addresses the financial analysis of restoration through a discounted cash flow analysis, together with a life cycle costing. Costs and revenues are both analysed in this paper. Some energy-saving measures are applied to cut running costs and decrease the energy required by the building, using as reference the “Guidelines for improving energy efficiency in cultural heritage” drafted by MiBACT, which considers the respect of restoration principles. In order to increase revenues, part of the building is rented. The attractiveness of the investment opportunity is valued through the calculation of the net present value of cash flows, the payback period and the internal rate of return.

The paper offers a simple strategy for the planning of cost-revenues, preventively allowing verification if the conservation is economically feasible and if the owners can afford the operation. The strategic planning will give the owners the chance of maintaining the property of their building and achieve a proper restoration on it.

The novelty of the paper is the study of cooperation between conservation and economic valuation, but also the focus on a specific portion of twentieth-century heritage, the war-wounded houses, which represent a widespread patrimony, on which it is not clear how to operate yet.