This toolkit is a comprehensive guide to utility benchmarking for the multifamily sector. Benchmarking 101 describes the benefits of tracking utility data and explains how to begin the process. Utility Benchmarking Step-by-Step outlines a six-step approach to utility benchmarking. Policies and Programs summarizes utility benchmarking requirements for HUD programs, opportunities for financial assistance, and HUD programs that support green retrofits.

The Energy Data Accelerator Toolkit is a collection of resources featured in the Better Buildings Solution Center that will enable other utilities and communities to learn and benefit from the work of the Accelerator. It describes the best practices that enabled cities, utilities, and other stakeholders to overcome whole-building data access barriers.

The Better Buildings Financing Navigator is a web-based tool designed to help private and public sector organizations discover financing solutions for energy efficiency projects that meet their unique needs. Through the Financing Navigator, multi-family building owners, facility and energy managers, and other decision-makers can connect with financiers, including banks and financial institutions, to pursue energy-saving measures.

State and Utility Pollution Reduction Calculator Version 2 (SUPR 2) helps policymakers, state governments, utility owners, and other stakeholders understand the costs and benefits of various residential and commercial energy efficiency technologies and policies that will reduce carbon emissions from the power sector.

The toolkit distills Enterprise's experience retrofitting multifamily affordable housing into the critical steps necessary for success. It is a roadmap for multifamily housing owners, investors, and developers which outlines a comprehensive, cost-effective approach to retrofit.

The Better Buildings Residential Network Designing Incentives Toolkit can help residential energy efficiency programs design incentives that motivate potential customers to act by lowering the risk, decreasing the cost, or offering additional benefits with home energy upgrades. This toolkit provides easy access to various case studies, presentations, and tips related to incentive design.

The Database for Incentives and Joint Marketing Exchange (DIME) is an online, searchable tool to help manufacturers and retailers identify incentive and marketing opportunities for promoting ENERGY STAR certified products, and to enable all partners to coordinate with the appropriate contact from other partner organizations on promotional opportunities.

This calculator provides a simplified tool to demonstrate the business case for energy efficiency from the perspective of the consumer, the utility, and society.

The Building Energy Data Exchange Specification (BEDES, pronounced "beads" or /bi:ds/) is designed to support analysis of the measured energy performance of commercial, multifamily, and residential buildings, by providing a common data format, definitions, and an exchange protocol for building characteristics, efficiency measures, and energy use.

This database (in development) contains information about existing energy efficiency loan programs in the United States. For each loan program the following data is presented: financing mechanism (e.g., credit enhancement, on-bill financing), market (e.g., city, state), sector (e.g., residential single family, residential multi-family), and program sponsorship (e.g., DOE programs, ARRA, private lenders).

The Small Town Energy Program (STEP) toolkit gives a complete overview of STEP from planning to implementation. It also includes access to a wide variety of materials developed by the program, including: local asset materials, partner materials, personnel materials, program administrative materials, outreach materials, and surveys. STEP has posted these toolkit documents with the hope that it will assist other small towns and communities in building and running more energy efficiency programs.

The MPower Toolkit provides templates, resources, and lessons learned to address the barriers faced by the affordable multifamily housing sector when accessing energy efficiency upgrades. The toolkit is also intended for all stakeholders involved in efficiency programs, including efficiency program administrators, state and local leaders, utilities, energy consultants, and financial partners. MPower's core model is useful for all building types. In addition, the toolkit’s chapters are broken out into segments that highlight information and innovations that many efficiency programs are incorporating into their own models. The toolkit is a resource for all practitioners involved in implementing MPower and also serves to assist practitioners of other established efficiency programs. The MPower Toolkit draws from the experience of MPower Oregon, although it differentiates between the core MPower model and how MPower Oregon implemented this model.

This website provides current data on a wide range of national housing and demographic characteristics.

This database provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.

This website provides information on U.S. housing characteristics, including energy consumption data.

A calculator that converts greenhouse gas emissions into everyday equivalencies. It can be used to help clearly communicate information about energy savings initiatives aimed at reducing greenhouse gas emissions.

Tool to evaluate contractor impacts on program revenue.

The Better Building Clean Energy for Low Income Communities Accelerator (CELICA) offers a list of federal funding and financing resources and technical assistance programs for low-to-moderate income community projects. It is a worksheet for program managers to map out relevant resources for their planning or program needs.

This presentation is a customizable tool for energy efficiency programs to convey the value of energy information to real estate professionals, and information on resources real estate professionals can use for further learning.

The U.S. Department of Energy's Message Map and Value Proposition Worksheet is designed to help programs determine the key messages to best communicate to priority audiences.

A one-page template that helps program administrators visualize activities and associated timelines for their marketing efforts.

A template competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

A template agreement demonstrating how to address the deposit and use of loan loss reserve funds.

A template agreement that addresses the full energy efficiency or renewable energy loan origination cycle.

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

Sample business plan framework for a program seeking to build private sector capacity then phase out and stop operating.

This study provides an overview of practices for quantifying and reporting avoided energy-water costs from demand-side measures. It also summarizes the regulatory guidance for incorporating water savings into cost-effectiveness screening for energy efficiency programs.

This handbook is intended to assist electric utilities in overcoming barriers to using social media; provide a clear and simple stepwise approach to get started or enhance social media use; and provide a set of recommendations for using social media as an additional marketing tool to drive participation in energy efficiency and demand management programs.

This white paper covers a few of the business-to-business marketing goals including social media strategies critical for an energy auditing business in today's world, while providing insights into how to make the most of these efforts.

This white paper covers the very basics of social media for home performance businesses. It describes how to set up a Home Performance profile on Facebook, Twitter, LinkedIn and Home Energy Pros; content creation ideas for social media accounts; and advanced strategies for improving reach in social media.

This white paper focuses on when to consider paid Facebook ads for building brand awareness and conversion on your organization’s website. It also reviews the most effective tactics for ad creation, targeting, and implementation.

This report shares the results of a multiyear energy consumer research program. The findings and analysis point to important shifts and highlight growing opportunities for forward-thinking energy providers. Above all, they reinforce the importance of the digitally engaged consumer and the need for energy providers to stake their claims in the digital energy ecosystem.

This paper defines customer engagement, illustrates how engagement platforms can be used in energy efficiency programs, and presents guidelines to help program administrators plan, design, implement, and evaluate a modern, integrated, and efficient customer engagement platform. It also covers how advances in big data and tracking systems can support platforms that are technology-enabled, center on customer needs, leverage psychosocial drivers and data analytics, and employ mechanisms to foster long-term trust and loyalty. Effective customer engagement can also lead to higher satisfaction levels, greater energy savings, and more persistence of savings.

The population of HVAC and home performance buyers is largely made up of baby boomers. The goal of this guide is to explain why programs should consider the baby boomer audience and outline the best ways to market to this audience.

This report discusses how information technologies (IT) and communication networks are enabling new ways of tracking and analyzing the benefits of saving energy. Automated data collection and processing, enabled by inexpensive sensors, WiFi networks, and cloud computing, are reducing the time and expense required to determine the value of nonenergy benefits. This report explores new techniques for data gathering and analysis, what they could mean for energy efficiency programs, and how they might impact state and utility policies.

Cool Choices layered an experiment atop four engagement games where they used game mechanics to identify high energy users and encourage those high energy users (along with other game participants) to participate in Focus on Energy residential programs. This research effort, called "Find and Flip," explored whether a gamification strategy could identify high energy users and then drive them to Focus on Energy programs.

This report summarizes research assessing national and regional residential behavior-based energy efficiency (BBEE) programs and activities to identify best practices. The report emphasizes that a basic foundation for behavior change is providing energy consumers with feedback on their energy consumption, with customer engagement strategies and tactics employed to get customers to take action and drive greater levels of energy savings.

Utilities and regulators increasingly rely on behavior change programs as essential parts of their demand side management (DSM) portfolios. This report evaluates the effectiveness of currently available programs, focusing on programs that have been assessed for energy savings. This report focuses on behavior change programs that primarily rely on social-science-based strategies instead of traditional approaches such as incentives, rebates, pricing, or legal and policy strategies. The objective is to help program administrators choose effective behavior change programs for their specific purposes.

This report from the New York State Energy Research and Development Authority (NYSERDA) details the range of behavior change strategies in the existing portfolio and identifies strategic opportunities in the area of behavior change.

This paper explores the drivers of energy use behaviors and the behavior‐based programs adopted by utilities charged with reducing the energy consumption of their residential and small commercial customers. It also presents researchable recommendations on how utilities can improve the effectiveness of behavior‐based energy programs.

A variety of new feedback initiatives, including real-time web-based or in-home feedback devices and enhanced billing approaches, are making energy resources visible to residential consumers throughout the United States. These initiatives are opening the door to potential energy savings that, on average, have reduced individual household electricity consumption 4 to 12%. In so doing, feedback is proving a critical first step in engaging and empowering consumers to thoughtfully manage their energy use.

This literature review and benchmarking analysis focuses on electric and gas utility-implemented Conservation Improvement Programs (CIP) in Minnesota that used behavioral techniques. The objective of this effort was to provide the State of Minnesota with information necessary to make informed decisions about the design, evaluation, and claimed savings approaches for these programs.

This publication explores the behavioral factors behind individual homeowners' use of energy, and what might change those behaviors. The chapters cover: (1) Leverage Points for Achieving Sustainable Consumption in Homeowner Energy Use; (2) Evaluating the Theoretical Justification for Tailored Energy Interventions; (3) Quantifying the Value of Home Energy Improvements; (4) Considering the Effect of Incorporating Home Energy Performance Ratings Into Real Estate Listings; (5) Energy Efficiency 101: Improving Energy Knowledge in Neighborhoods; (6) Enhancing Home Energy Efficiency Through Natural Hazard Risk Reduction: Linking Climate Change Mitigation and Adaptation in the Home; (7) Leveraging the Employer-Employee Relationship to Reduce Greenhouse Gas Emissions at the Residential Level; and (8) Increasing the Effectiveness of Residential Energy Efficiency Programs.

The U.S. Department of Energy's Smart Grid Investment Grant (SGIG) program worked with a subset of its projects undertaking Consumer Behavior Studies (CBS) to examine the response of mass market consumers (i.e., residential and small commercial customers) to time-based electricity rate programs, in conjunction with the deployment of advanced metering infrastructure (AMI) and associated technologies. The effort presents an opportunity to advance the electric industry's understanding of consumer behavior. This preliminary report summarizes experiences of the different phases of the enrollment process (qualification, solicitation, recruitment, and selection) across nine of the ten SGIG utilities, who collectively undertook 11 consumer behavior studies. It also provides experimental and descriptive results and lessons learned.

This report looks into residential lighting savings assumptions found in Technical Reference Manuals (TRMs) throughout the Northeast and Mid-Atlantic regions to understand what values were being used for key metrics such as hours of use, delta watt, and measure life.  It provides the opportunity to view completed Standardized Methods Forms to compare evaluation methodology and results.

This report analyzes the energy efficiency opportunity presented to the greater Cincinnati region. Analysis of the region and the Greater Cincinnati Energy Alliance (GCEA) programs shows potential energy cost savings, including positive cash flow from energy cost savings that consistently exceed loan payments, for both residential and nonprofit participants. Investment in energy efficiency could make counties more competitive, create jobs, reduce pollution, and help homeowners and nonprofits make cross-cutting building improvements.

The adoption of intelligent efficiency applications is increasing across multiple sectors of the economy. This report analyzes over two dozen of these applications in the buildings, manufacturing, transportation, and government sectors. We describe the technologies involved, characterize their use, and quantify their deployment. We also look at several enabling and cross-cutting technologies and the use of intelligent efficiency in utility-sector energy efficiency programs.

This paper presents results from three surveys of homeowners, renters, and contractors, which compared their perceptions and priorities for healthy housing to the principles of indoor air and environmental quality. Survey results indicate that: nearly one quarter of homeowners had some concern about healthy-home problems or risks; homeowners cited indoor air quality issues as their leading concern, followed by water quality, harmful materials and chemicals, and indoor environmental quality (such as noise or light pollution).

This report documents the results of an analysis of the electric end-use energy efficiency potential in the U.S. single-family detached housing stock. Technical and economic potential estimates inform the role that residential energy efficiency plays in addressing the objectives of reliable, affordable, and clean electricity for residential end uses.

This study assesses and monetizes a sub-set of non-energy benefits experienced by recipients of energy efficiency services residing in income-eligible households in MA, including: reduced asthma; reduced cold-related thermal stress; reduced heat-related thermal stress; reduced missed days at work; reduced use of short-term, high interest loans; increased home productivity due to improvements in sleep; reduced carbon monoxide poisoning; and reduced home fires.

This literature review explores how residential energy efficiency and health interventions can confer positive economic, health, and environmental non-energy benefits at the individual and community level, thereby leading to significant savings while improving the quality of life and resiliency of low income households. The paper closes with policy recommendations to unlock the savings of non-energy benefits from smart energy efficient investments.

This report identifies sustainable funding sources for asthma-related home interventions. It examines the business case and return on investment for interventions that remedy triggers that can exacerbate asthma.

This report presents results from an analysis of asthma-related health benefits of health and home performance interventions using data collected from 49 households in Northwestern Washington State from 2006 to 2013.

This paper found that improved health outcomes and more stable, productive homes in primarily African American, low-income neighborhoods are related to the mitigation of asthma triggers and home-based environmental health hazards and that upstream investments in low-income housing have the potential for generating sustainable returns on investment and cost savings related to improved health, productivity gains, and wealth retention due to energy conservation.

This paper describes the changes in indoor environmental quality (IEQ) conditions (air quality and thermal comfort conditions) from health and home performance improvements in 16 apartments serving low-income populations within three buildings in different California climates and seasons.

This study is a review of non-energy benefits related to residential weatherization programs. The study estimates the value, in dollar and percentage terms, of non-energy benefits from weatherization programs, and summarizes the ranges and typical values for non-energy benefits. Recommendations for a non-energy benefits strategy for Maryland are provided.

This study assesses the benefits of adding health and home performance to a community health worker education program on asthma control in King County, Washington, from October 2009 to September 2010. The study compared group homes receiving community health worker education on health and home performance benefits and interventions with historical comparison group homes receiving only education on asthma control. Over the study period, the percentage of study group children with not-well-controlled or very poorly controlled asthma decreased more than the comparison group.

This report describes and monetizes numerous health and home performance benefits attributable to the weatherization of low-income homes by the U.S. Department of Energy’s (DOE) Weatherization Assistance Program (WAP).

This report is part of a series of "baseline" reports intended to inform the second installment of the Quadrennial Energy Review (QER 1.2). QER 1.2 provides a comprehensive review of the nation's electricity system and cover the current state and key trends related to the electricity system, including generation, transmission, distribution, grid operations and planning, and end use. The baseline reports provide an overview of elements of the electricity system. This report focuses on end uses, electricity consumption, electric energy efficiency, distributed energy resources (DERs) (such as demand response, distributed generation, and distributed storage), and evaluation, measurement, and verification (EM&V) methods for energy efficiency and DERs.

The primary objective of the quantitative research phase of this survey was to get market-based feedback and insights in the following areas to assist the industry in better serving its constituents, including: insights as to major challenges that industry is facing and potential support that organizations could provide and feedback on how industry organizations could add value for constituents in the future.

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held during Autumn 2016.

This report updates ACEEE's 2013 assessment of multifamily energy efficiency programs in US metropolitan areas with the most multifamily households. Using housing, policy, and utility-sector data from 2014 and 2015, this report documents how these programs have changed in the context of dynamic housing markets and statewide policy environments. The report also offers an analysis of the number, spending, offerings, and targeted participants of current programs and their potential for further expansion.

Research reveals a whole range of unmet housing-related desires in America -- gaps between what Americans have and what they say they need or want. The Demand Institute surveyed more than 10,000 households about their current living situation and what’s important to them in a home. The survey represents all U.S. households: renters and owners; movers and non-movers; young and old and finds that unsatisfied needs and desires cut across the entire population.

This study focused on barriers to, and opportunities for, solar photovoltaic energy generation; opportunities for, access to other renewable energy by low-income customers; contracting opportunities for local small businesses in disadvantaged communities; low-income customers to energy efficiency and weatherization investments, including those in disadvantaged communities. It also provides recommendations on how to increase access to energy efficiency and weatherization investments to low-income customers.

The report, based on U.S. Bureau of Labor Statistics data and a survey of tens of thousands of businesses across the country, provides detailed breakdowns of clean energy jobs not available previously, and it was developed and released in connection with a major U.S. Department of Energy study of all energy jobs in America.

Residential air-source heat pumps (ASHP) are a heating and air-conditioning technology that use electricity to provide a combination of space heating and cooling to homes. A new generation of ASHPs has come to market over the past five years. This report evaluates the key market barriers as well as potential opportunities to leverage. Based on an assessment of the regional ASHP market, it is clear that while ASHPs have established a viable and growing market, there remains a significant opportunity to further accelerate adoption of the technology and in the process achieve energy and cost savings to the Northeast and Mid-Atlantic region.

This technical brief presents trends in the cost of saved electricity for energy efficiency programs between 2009 and 2013. For this report, LBNL collected and analyzed more than 5,400 program years of data collected in 36 states from 78 administrators of programs funded by customers of investor-owned utilities. These administrators provide efficiency programs to customers of investor-owned utilities that serve about half of total U.S. electricity load.

Behavioral change programs are not necessarily a separate category of efficiency efforts; rather, behavioral approaches can be effectively integrated into all programs in residential, commercial, or industrial settings. As increased connectivity within homes and businesses expands opportunities to provide energy information, the role of behavior will likely become even more prominent. Consortium for Energy Efficiency, Inc. (CEE) provides this webpage dedicated to behavior change resources.

Research traditions across the social sciences have explored the drivers of individual behavior change and proposed different models of decision making. In this paper, four diverse perspectives are reviewed: conventional and behavioral economics, technology adoption theory and attitude-based decision making, social and environmental psychology, and sociology. This paper concludes with how to develop a more integrated approach to both behavioral change research and intervention design in a residential energy context.

To help inform and prompt discussion across a range of audiences on the health co-benefits from residential EE investments, this paper reviews research studies of residential EE and related ventilation upgrades, discusses ways that programs have monetized occupant health co-benefits, and highlights innovative programs that combine EE and health-focused home repairs. The paper concludes with identifying research gaps and strategies to help advance such work.

This report examines the history of pay-for-performance (P4P) energy efficiency approaches. As the report describes, there is a diverse spectrum of pay-for-performance programs but, at the most basic level, these programs track and reward energy savings as they occur, usually by examining data from a building's energy meters -- as opposed to the more common approach of estimating savings in advance of installation and offering upfront rebates or incentives in a lump-sum payment. The report finds that P4P has some important opportunities for increasing energy savings, but also key limitations that will need to be better understood through piloting and experimentation.

This report explains the psychology of individual energy efficiency actions, and how large scale behavior change programs can use this research to reduce greenhouse gas emissions.

This document provides updated best practice guidelines to help implement the Policy Framework for PACE Financing Programs, initially announced on October 18, 2009. DOE has developed these revisions to the original “Guidelines for Pilot PACE Financing Programs,” initially issued on May 7, 2010, to reflect the evolving structure of the PACE market and incorporate lessons learned from various PACE programs that have been successfully implemented. The revised and updated guidelines focus specifically on best practices and guidelines for residential PACE financing programs.

This report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.

This literature review describes what is currently known about the occupant health benefits resulting from residential energy efficiency or work that is consistent with home performance upgrades. Of particular interest are the occupant health impacts associated with work typically conducted by the home performance industry, such as: air sealing and insulation; properly-sized, selected, matched, and installed energy efficient heating, ventilation, and air conditioning (HVAC) systems; identification and correction of moisture problems; proper whole house and room ventilation; lighting; and additional services including the replacement of appliances; measurement and installation of whole house and room air filtration systems (e.g., air purifiers); and basic pest exclusion. The intent of this literature review is to examine research that assessed work that would not be expected to harm residents or the workers.

This report was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

This report is a guide to all customer-facing financing products—products offered by a lender directly to a borrower—used to pay for energy efficiency. Intended for state and local governments that are deciding whether to start a new program, tune up and existing program, or create a Green Bank, it provides information on the full range of financing product options for target participants, the tradeoffs of various products, and potential advantages and disadvantages for different types of customers.

This report, informed by leading research and real-world examples, highlights practical online and in-person tactics that contractors can use to promote social interaction and social comparison among homeowners to make energy upgrades a "must-have" in U.S. homes.

This paper describes a wide variety of behavior change insights potentially applicable to the energy efficiency program context, provides examples of efficiency programs that have applied these insights, and explores some untapped opportunities to achieve energy savings through behavior change.

Over the past 30 years, program administrators have concentrated on investment behavior change -- that is getting their customers to install things like insulation and lighting systems using various behavior change tools such as marketing, education, rebates, and technical assistance to support the investment behavior change. Today, as program administrators move to expand the range of behavior change strategies in their portfolios, it is often difficult to know where to begin. The New York State Energy Research and Development Authority (NYSERDA) began by detailing the range of behavior change strategies and identifying strategic opportunities.

This report focuses on six energy efficiency areas for state and local governments to improve the energy efficiency of existing commercial and multifamily buildings, which include strengthening market demand and expanding public-private partnerships.

This report details opportunities for scaling up program activity and increasing savings from programs reaching the people who need it most. It discussed best practices from existing programs for overcoming many of the key challenges that program administrators face, including how to address housing deficiencies that prevent energy efficiency upgrades, how to address cost effectiveness challenges, and how to serve hard-to-reach households.

This report provides information and tools for policymakers, regulators, utilities, shared renewable energy developers, program administrators and others to support the adoption and implementation of shared renewables programs specifically designed to provide tangible benefits to low income and moderate income individuals and households.

Energy burden is the percentage of household income spent on home energy bills. In this report, ACEEE, along with the Energy Efficiency for All coalition, measures the energy burden of households in 48 of the largest American cities. The report finds that low-income, African-American, Latino, low-income multifamily, and renter households all spend a greater proportion of their income on utilities than the average family. The report also identifies energy efficiency as an underutilized strategy that can help reduce high energy burdens by as much as 30%. Given this potential, the report goes on to describe policies and programs to ramp up energy efficiency investments in low-income and underserved communities.

The NorthernSTAR and U.S. Department of Energy Building America Program partnership investigated a new model to deploy building science-guided performance solutions to homeowners. This research explored three aspects to market delivery:
1. Understand the homeowner's motivations regarding investing in building science-based performance upgrades.
2. Determine a rapidly scalable approach to engage large numbers of homeowners directly through existing customer networks.
3. Access a business model that will manage all aspects of the contractor-homeowner performance professional interface to ensure good upgrade decisions throughout time.

Several recent studies purport to show that particular energy efficiency programs and policies do not work or are too expensive. This short paper is written for people who are not evaluation experts and are trying to understand what conclusions they can take from these studies. We examine many of these papers and find that while they do have some useful findings, they often include a variety of unreasonable assumptions or outright mistakes that undermine their conclusions. Based on this review, we offer several recommendations on ways we can constructively move forward.