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Adapt messages to your primary target audience’s needs

Many programs found that market research can help identify, segment, and characterize audiences to understand how to prioritize them. A comprehensive evaluation of over 140 programs across the United States found that programs had greater success when they identified specific target populations...
Tips for Success

Setting Baselines for Planning and Evaluation of Efficiency Programs

Author(s)
Robert G. Ozar, Michigan Public Service Commission,
Carmen Best, California Public Utilities Commission,
Jeff Harris, Northwest Energy Efficiency Alliance
Publication Date
2016

The key challenge with quantifying savings from end-use efficiency activities is the identification of an accurate baseline from which to determine the savings. Regardless of the protocol or procedure applied, all savings values are determined by estimating likely energy use in the absence of the program or project (the “counterfactual” scenario, or baseline). This webcast provides an introduction to considerations and common practices for defining baselines, the relationship between baselines and savings attribution, and examples of how different jurisdictions are addressing market baseline studies, setting baselines for retrofit measures, and market transformation program baselines.

Resource - Webcast

Energy Efficiency Cost-Effectiveness Testing

Author(s)
Snuller Price, Energy and Environmental Economics, Inc.,
Tim Woolf, Synapse Energy Economics,
Tom Eckman, Northwest Power and Conservation Council,
Sami Khawaja, The Cadmus Group, Inc.,
Steven Schiller, Schiller Consulting, Inc.
Publication Date
2014

This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs. It also covers key drivers in the cost-effectiveness results and cost-effectiveness tools developed for the U.S. Department of Energy.

Resource - Webcast

Leveraging EPA's Portfolio Manager in Benchmarking and Disclosure Policy

Author(s)
U.S. Department of Energy
Publication Date
2011
This webinar highlights the best practices of state and local benchmarking and disclosure policies. It discusses benchmarking and its place in the larger context of energy management planning and explores in detail some of the choices governments face when implementing these policies.
Resource - Webcast

Partnering with Utilities Part 2-Topics for Local Governments-Creating Successful Partnerships with Utilities to Deliver Energy Efficiency Programs

Author(s)
Jennifer Clymer, ICF International,
Neal De Snoo, Berkeley, California,
Dan Schoenholz, Fremont, California,
Catherine Squire and Gina Blus, Pacific Gas and Electric Company,
Jon Ippel, Orlando, Florida,
Cameron Saulsby, Orlando Utilities Commission
Publication Date
2011
Organizations or Programs
East Bay Partnership,
Green Works Orlando

This webcast focused on advanced topics for local government-utility partnerships, with presentations from local governments and their partnering utilities that have well-developed, multi-year relationships and programs.

Resource - Webcast

This Is Your Program, This Is Your Program On Data

Author(s)
Tim Guiterman, EnergySavvy,
Jeff Perkins, ERS
Publication Date
2017

This presentation describes how programs have leveraged data to increase program energy savings, with a spotlight on advanced and real-time monitoring and verification (M&V 2.0), contractor scorecards, and intelligent quality assurance (QA) and monitoring.

Resource - Topical Presentations

Smart Thermostats: Paving the Way for Smart EM&V

Author(s)
Claire Miziolek, Northeast Energy Efficiency Partnerships, Inc.,
Joe Loper, Itron,
Abigail Daiken, U.S. Environmental Protection Agency,
Richard Counihan, Nest Labs,
Nkechi Ogbue, ecobee
Publication Date
2017

This presentation covers control technologies, such as smart thermostats, and the opportunities they provide for program evaluation, monitoring and verification.

Resource - Topical Presentations

Effecting Behavior Change: Energy Report Data Usage

Author(s)
U.S. Department of Energy
Publication Date
2017

This summary from a Better Buildings Residential Network peer exchange call focused on home energy reports to inform homeowners about their home energy use and use of customer research and segmentation to improve the results from these reports. Speakers include Opinion Dynamics and Pacific Gas & Electric.

Resource - Topical Presentations

Information Technology Tools for Multifamily Building Programs

Author(s)
U.S. Department of Energy
Publication Date
2012
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.

Resource - Topical Presentations

Energy Upgrade California - Post Home Tour Survey Form

Author(s)
Energy Upgrade California
Publication Date
2011
Organizations or Programs
Energy Upgrade California
Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.
Resource - Templates & Forms

Los Angeles County Energy Issues Phone Survey

Author(s)
Los Angeles County, California
Publication Date
2010
Organizations or Programs
Energy Upgrade California
Sample script Los Angeles County used to survey homeowners about energy issues.
Resource - Templates & Forms

PG&E Whole House Survey

Author(s)
Pacific Gas & Electric (PG&E)
Publication Date
2012

Homeowner survey created by the utility to inform their whole home upgrade program.

Resource - Templates & Forms

2006 ACEEE Summer Study on Energy Efficiency in Buildings: Assessing the Needs of CaliforniaÕs Low-Income Population

Author(s)
KEMA Inc.
Publication Date
2006
This paper presents the results of a comprehensive study of the energy-related needs of CaliforniaÕs low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.
Resource - Publications

Universal Audit Tool Impact Evaluation - Residential

Author(s)
California Public Utilities Commission
Publication Date
2017

This report presents findings from an impact evaluation of the Universal Audit Tool (UAT). UAT programs provide residential customers with advice on energy efficiency, insight into areas of high energy use, and tips and suggestions for saving both energy and money based on responses to an online survey regarding household appliances, occupancy, and other dwelling characteristics.

Resource - Publications

Green with Envy: Neighbor Comparisons and Social Norms in Five Home Energy Report Programs

Author(s)
Kira Ashby and Hilary Forster, Consortium for Energy Efficiency,
Bruce Ceniceros, Sacramento Municipal Utility District,
Bobbi Wilhelm, Puget Sound Energy,
Kim Friebel, Commonwealth Edison,
Rachel Henschel, National Grid,
Shahana Samiullah, Southern California Edison
Publication Date
2012
Organizations or Programs
National Grid,
Southern California Edison,
Puget Sound Energy,
Sacramento Municipal Utility District (SMUD),
Commonwealth Edison Company (ComED)

This paper explores ways in which program administrators are using social norms to spur behavior change and, as a result, curb energy use. In recent years, home energy reports (HER) programs have applied the concept of social norms to the energy efficiency context. These feedback programs inform customers of how their energy consumption compares to their neighbors' and provide other information about their usage, with the goal of enticing customers to change their energy use behavior to improve their relative neighborhood ranking.

Resource - Publications

A Policymaker’s Guide to Scaling Home Energy Upgrades

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2015
Organizations or Programs
EnergySmart,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit,
Mass Save,
Tennessee Valley Authority (TVA),
Manitoba Hydro,
Keystone Home Energy Loan Program (HELP),
Michigan Saves,
Warehouse for Energy Efficiency Loans,
Austin Energy,
Efficiency Vermot,
Midwest Energy Efficiency Alliance,
Illinois Home Performance with Energy Star,
Build It Green,
Earth Advantage,
Elevate Energy,
Arizona Public Service (APS),
Pacific Gas and Electric Company,
NeighborWorks H.E.A.T. Squad

This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.

Resource - Publications

Verifying Energy Efficiency Job Creation: Current Practices and Recommendations

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
2015
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Tennessee Valley Authority (TVA),
Energy Right Solutions for Buisness,
Energy Right Solutions for Industry,
Efficiency Nova Scotia,
National Grid Energy Efficiency Program,
Energy Trust of Oregon,
Energy Efficiency and Renewable Energy Programs,
Enhabit,
District of Columbia Sustainable Energy Utility,
BC Hydro,
Ontario Power Authority Industrial Accelerator Program,
Elevate Energy

Among the many benefits ascribed to energy efficiency is the fact that it can help create jobs. Although this is often used to motivate investments in efficiency programs, verifying job creation benefits is more complicated than it might seem at first. This paper identifies some of the issues that contribute to a lack of consistency in attempts to verify efficiency-related job creation. It then proposes an analytically rigorous and tractable framework for program evaluators to use in future assessments.

Resource - Publications

2006 ACEEE Summer Study on Energy Efficiency in Buildings: Assessing the Needs of California’s Low-Income Population

Author(s)
KEMA Inc.
Publication Date
2006
Organizations or Programs
California Alternate Rate for Energy (CARE) Program,
Low Income Energy Efficiency (LIEE) Program

This paper presents the results of a comprehensive study of the energy-related needs of California’s low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.

Resource - Publications

Energy Benchmarking, Rating, and Disclosure for State Governments

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2012

This report provides information on how energy use data access can help state governments lead by example through benchmarking and disclosing results and implement benchmarking policies for the private sector.

Resource - Publications

Scoping Study to Evaluate Feasibility of National Databases for EM&V Documents and Measure Savings

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2011

This report presents the results of a scoping study to assess the need for national databases that can support best practices in energy efficiency program evaluation, measurement, and verification (EM&V).

Resource - Publications

Energy Benchmarking, Rating, and Disclosure for Local Governments

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2012

This report provides information on how access to energy use data can help local governments create policies for benchmarking and disclosing building energy performance for public and private sector buildings.

Resource - Publications

Energy Benchmarking, Rating, and Disclosure for Regulators of Ratepayer-Funded Programs

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2012

This report provides information on how supporting access to building benchmarking data can help utilities increase efficiency and drive down energy demand.

Resource - Publications

A Regulator's Privacy Guide to Third-Party Data Access for Energy Efficiency

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2012

This report contains guidance on issues and policy options related to providing access to customer energy use information that can be used to support and enhance the provision of energy efficiency services while protecting customer privacy.

Resource - Publications

Energy Upgrade California Home Upgrade Program Process Evaluation 2014-2015

Author(s)
EMI Consulting
Publication Date
2016
Organizations or Programs
Energy Upgrade California

This report presents the process evaluation results on the statewide Home Upgrade Program and includes findings on program operations, participant engagement, non-energy impacts, contractor characteristics, and contractor-customer interactions.

Resource - Program Presentations & Reports

California Public Utilities Commission Impact Evaluation of 2015 Marin Clean Energy Home Utility Report Program

Author(s)
DNV GL
Publication Date
2017
Organizations or Programs
Marin Clean Energy (MCE)

This report presents the impact evaluation results of the Marin Clean Energy (MCE) Home Utility Reports (HUR) program for 2015.

Resource - Program Presentations & Reports

Observations & Recommendations from Connecticut Residential Program Database Interviews

Author(s)
NMR Group, Inc.
Publication Date
2016

This report for the Connecticut Energy Efficiency Board documents the difficulties that evaluators and programs in Connecticut faced in conducting evaluation studies and makes recommendations for improving data quality and consistency.

Resource - Program Presentations & Reports

Final Report on Phase 2 Low Income Needs Assessment

Author(s)
KEMA Inc.
Publication Date
2007
Organizations or Programs
California Alternate Rate for Energy (CARE) Program,
Low Income Energy Efficiency (LIEE) Program

This report presents the findings of Phase 2 of the California Public Utilities Commission Low Income Needs Assessment Study. The results of the needs assessment suggest that, over time, the programs have effectively targeted and provided services to low-income households that have the greatest need.

Resource - Program Presentations & Reports

Low Income Energy Efficiency Program 2009-2010 Process Evaluation

Publication Date
2011
Organizations or Programs
Low Income Energy Efficiency (LIEE) Program

This document constitutes the final report for the 2009-2010 process evaluation of the Low Income Energy Efficiency (LIEE) program operated by the four investor-owned utilities (IOU) of California for the California Public Utilities Commission (CPUC). The IOUs include: Pacific Gas and Electric Company (PG&E), Southern California Edison (SCE), Southern California Gas (SCG), and San Diego Gas and Electric (SDG&E). Although the program is now referred to as Energy Savings Assistance Program (ESAP), this report will employ the nomenclature used for the 2009-2010 program cycle.

Resource - Program Presentations & Reports

Impact Evaluation: California Energy Commission’s California Comprehensive Residential Retrofit Program

Author(s)
DNV KEMA Energy & Sustainability
Publication Date
2014

This report documents findings and recommendations from an impact evaluation of the California Energy Commission’s California Comprehensive Residential Retrofit program, a statewide energy upgrade program funded by the American Recovery and Reinvestment Act of 2009. The program funded local and regional subrecipients to develop and test initiatives aimed at transforming the residential energy upgrade market and building an infrastructure for whole-building energy upgrades. These local and regional governments collaborated with California’s major utilities to jointly conduct the statewide Energy Upgrade California program.

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Southeast Consortium Process Evaluation - Phase 1

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
2013
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report presents the phase 1 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Southeast Consortium Process Evaluation-Phase 2

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
2013
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report presents the phase 2 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Southeast Consortium Impact Evaluation

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
2013
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report presents the impact evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

Resource - Program Presentations & Reports

Los Angeles County Energy Program Energy Issues Survey Results Presentation

Author(s)
Fairbank, Maslin, Maullin, Metz & Associates
Publication Date
2010
Organizations or Programs
Energy Upgrade California
This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.
Resource - Program Presentations & Reports

Los Angeles County Energy Program, Home Energy Retrofits Research Report

Author(s)
Los Angeles County, California
Publication Date
2010
Organizations or Programs
Energy Upgrade California
This report describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics. The study results were used for program design and to design and support marketing and outreach campaigns that encouraged energy upgrades
Resource - Program Presentations & Reports

Content Type

  • Resource (33)
  • Tips for Success (1)

Resource Type

Program Components

  • Market Position & Business Model (40)
  • Program Design & Customer Experience (60)
  • (-) Evaluation & Data Collection (34)
  • Marketing & Outreach (61)
  • Financing (29)
  • Contractor Engagement & Workforce Development (8)

Program Design Phases

  • Strategy Development (12)
  • Planning (10)
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  • Evaluation (23)

States or Territories

  • Alabama (8)
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  • (-) California (31)
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  • Pennsylvania (8)
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  • (-) U.S. Virgin Islands (3)
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  • Washington D.C. (1)
  • Washington DC (6)
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Organizations or Programs

  • Energy Upgrade California (6)
  • Low Income Energy Efficiency (LIEE) Program (3)
  • Southeast Energy Efficiency Alliance (SEEA) (3)
  • California Alternate Rate for Energy (CARE) Program (2)
  • Elevate Energy (2)
  • Enhabit (2)
  • New York State Energy Research and Development Authority (NYSERDA) (2)
  • Tennessee Valley Authority (TVA) (2)
  • Arizona Public Service (APS) (1)
  • Austin Energy (1)
  • BC Hydro (1)
  • Build It Green (1)
  • Commonwealth Edison Company (ComED) (1)
  • Community Power Works (1)
  • District of Columbia Sustainable Energy Utility (1)
  • Earth Advantage (1)
  • East Bay Partnership (1)
  • Efficiency Nova Scotia (1)
  • Efficiency Vermot (1)
  • Energy Efficiency and Renewable Energy Programs (1)
  • Energy Right Solutions for Buisness (1)
  • Energy Right Solutions for Industry (1)
  • EnergySmart (1)
  • EnergySmart Colorado (1)
  • Energy Trust of Oregon (1)
  • Green Works Orlando (1)
  • Illinois Home Performance with Energy Star (1)
  • Keystone Home Energy Loan Program (HELP) (1)
  • Manitoba Hydro (1)
  • Marin Clean Energy (MCE) (1)
  • Mass Save (1)
  • Michigan Saves (1)
  • Midwest Energy Efficiency Alliance (1)
  • National Grid (1)
  • National Grid Energy Efficiency Program (1)
  • NeighborWorks H.E.A.T. Squad (1)
  • Ontario Power Authority Industrial Accelerator Program (1)
  • Pacific Gas and Electric Company (1)
  • Puget Sound Energy (1)
  • RePower Bainbridge (1)
  • RePower Bremerton (1)
  • Sacramento Municipal Utility District (SMUD) (1)
  • ShopSmart with JEA (1)
  • Southern California Edison (1)
  • Warehouse for Energy Efficiency Loans (1)
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