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Evaluation & Data Collection – Develop Resources

Identify and implement systems and tools that will support data collection and data quality necessary for effective evaluation.
Handbook

Contractor Engagement & Workforce Development – Develop Evaluation Plans

Determine processes for collecting and sharing data about key contractor metrics and workforce development activities.
Handbook

Marketing & Outreach – Communicate Impacts

Communicate marketing and outreach results internally and to partners.
Handbook

Financing – Develop Evaluation Plans

Establish an evaluation plan that will allow you to determine how your financing activities are impacting the market.
Handbook

Financing – Make Design Decisions

Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.
Handbook

Evaluation & Data Collection – Overview

Develop evidence-based insights into your program’s performance through third-party process and impact evaluations. Learn how to develop effective data collection strategies and timely evaluations to identify important program achievements as well as opportunities for making program improvements.
Handbook

Evaluation & Data Collection – Develop Evaluation Plans

Identify the right questions to ask, appropriate metrics to collect, and the processes needed to initiate third-party impact and process evaluations.
Handbook

Develop routine reports or dashboards to help monitor the collected data

Many Better Buildings Neighborhood Program partners found that program dashboards—regularly updated, easily accessed, summary reports of key metrics—helped them identify problems and monitor program progress toward their goals. Depending on the program’s goals and needs, dashboards included metrics...
Tips for Success

Use compatible formats for data sharing and reporting, and work with partners to implement standard data exchange protocols

Many Better Buildings Neighborhood Program partners found that it was critically important to use compatible formats for data sharing and reporting with partners. Aligning data formats and collection plans with national data formats (e.g., Home Performance XML schema (HPXML), Standard Energy...
Tips for Success

Provide adequate time for data system development and testing

Many Better Buildings Neighborhood Program partners found that setting up their information technology (IT) systems early in the program design stage ensured that data terms and data entry procedures were consistently applied by all system users. Reaching agreement with stakeholders (e.g...
Tips for Success

Provide materials and training to ensure data quality, consistency, and accuracy

Many Better Buildings Neighborhood Program partners found that it is important to get buy-in from program staff and contractors on the importance of data integrity to the program mission and then to invest time to develop materials and train everyone who has a role in data collection and analysis...
Tips for Success

Engage with potential lending partners early, and make a clear business case for their involvement

Some lenders perceive home energy lending to be too risky or not profitable enough for them to get involved. Programs have found that engaging potential lending partners early in the program design process, especially in face-to-face meetings, helped them understand both lender needs and the risks...
Tips for Success

Data Driven Quality Assurance & Quality Control

Author(s)
Patrick Roche, Conservation Services Group
Publication Date
2012

Presentation describing how Conservation Services Group uses data to monitor market transformation and for internal QA/QC purposes.

Resource - Topical Presentations

Standard Energy Efficiency Data (SEED) platform

Author(s)
U.S. Department of Energy
Publication Date
2014

The Standard Energy Efficiency Data (SEED)™ Platform is a software application that helps organizations easily manage data on the energy performance of large groups of buildings. Users can combine data from multiple sources, clean and validate it, and share the information with others. The software application provides an easy, flexible, and cost-effective method to improve the quality and availability of data to help demonstrate the economic and environmental benefits of energy efficiency, to implement programs, and to target investment activity.

Resource - Tools & Calculators

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

Content Type

  • Handbook (7)
  • Tips for Success (5)
  • Resource (3)

Resource Type

Program Components

  • Program Design & Customer Experience (1)
  • Evaluation & Data Collection (10)
  • Marketing & Outreach (1)
  • Financing (3)
  • Contractor Engagement & Workforce Development (2)

Program Design Phases

  • Overview (3)
  • Strategy Development (3)
  • Planning (8)
  • Implementation (6)
  • Evaluation (6)

States or Territories

  • Arizona (1)
  • California (2)
  • Colorado (1)
  • Connecticut (2)
  • Maryland (2)
  • Massachusetts (2)
  • Missouri (1)
  • New Hampshire (1)
  • New York (1)
  • Texas (1)
  • Virginia (1)
  • Washington (1)

Organizations or Programs

  • Be SMART (2)
  • Massachusetts Department Of Energy Resources (2)
  • Arizona Public Service (APS) (1)
  • Austin Energy (1)
  • Beacon Communities Project (1)
  • Community Power Works (1)
  • Connecticut Neighbor to Neighbor Energy Challenge (1)
  • EnergySmart (1)
  • Energy Upgrade California (1)
  • Local Energy Alliance Program (LEAP) (1)
  • Missouri Agricultural Energy Saving Team —A Revolutionary Opportunity (MAESTRO) (1)
  • New York State Energy Research Development Authority (NYSERDA) (1)
Residential Program Guide is a resource of the U.S. Department of Energy's Building Technologies Office.
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