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Contractor Engagement & Workforce Development – Assess & Improve Processes

Monitor the effectiveness of contractor and workforce development efforts, motivate improvement, address low performers, and adapt on a regular basis.
Handbook

Market Position & Business Model – Assess & Improve Processes

Develop processes, strategies, and procedures to continuously improve your organization’s operations and position in the market.
Handbook

Evaluation & Data Collection – Communicate Impacts

Communicate pertinent results of evaluations to program staff, partners, and stakeholders.
Handbook

Program Design & Customer Experience – Develop Implementation Plans

Develop a detailed plan for launching and operating your program that integrates all program components into a process that is customer-friendly and efficient for contractors and other partners.
Handbook

Contractor Engagement & Workforce Development – Develop Resources

Develop workforce and contractor engagement procedures, forms, and materials
Handbook

Evaluation & Data Collection – Conduct Evaluation

Manage third-party impact and process evaluation activities by coordinating with evaluators, transferring data, and overseeing evaluation deliverables.
Handbook

Market Position & Business Model – Communicate Impacts

Publicize benefits and lessons learned resulting from your organization’s success in the market.
Handbook

Contractor Engagement & Workforce Development – Communicate Impacts

Communicate program results to contractor partners and workforce development stakeholders.
Handbook

Evaluation & Data Collection – Develop Resources

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

Financing – Assess & Improve Processes

Focus on the continuous improvement of your financing activities by tracking and evaluating data, responding to feedback, and modifying strategies when needed.
Handbook

Contractor Engagement & Workforce Development – Develop Evaluation Plans

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

Financing – Deliver Program

Launch your financing activities in coordination with other program components.
Handbook

Marketing & Outreach – Assess & Improve Processes

Monitor the effectiveness of marketing and outreach strategies and adapt as needed.
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

Financing – Develop Implementation Plans

Develop a plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.
Handbook

Marketing & Outreach – Develop Evaluation Plans

Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies.
Handbook

Marketing & Outreach – Develop Implementation Plans

Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.
Handbook

Program Design & Customer Experience – Overview

Design a residential energy efficiency program that integrates marketing and outreach, contractor coordination, incentives, financing, and program evaluation to provide customers with the products and services they want through a customer-centric process.
Handbook

Financing – Overview

Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.
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

Contractor Engagement & Workforce Development – Develop Implementation Plans

Develop contractor engagement, quality assurance, and workforce development plans that include strategies, workflow, timelines, and staff and partner roles and responsibilities.
Handbook

Program Design & Customer Experience – Assess & Improve Processes

Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.
Handbook

Program Design & Customer Experience – Develop Resources

Develop the necessary materials, tools, and staff capacity to effectively deliver and manage your program.
Handbook

Program Design & Customer Experience – Communicate Impacts

Develop a strategy for communicating program impacts and benefits to key audiences to create and sustain support and engagement.
Handbook

Program Design & Customer Experience – Deliver Program

Ensure a positive customer experience with your program from launch through implementation over time.
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

Program Design & Customer Experience – Develop Evaluation Plans

Establish metrics and measurement strategies for understanding whether you are effectively achieving your program goals and meeting your customers’ needs, while identifying areas that can be improved.
Handbook

Develop data collection and evaluation plans in conjunction with program design

Many Better Buildings Neighborhood Program partners found that it was important to communicate during the program design phase with organizations and individuals that will collect or supply data for the evaluation. In this way, the involved individuals and organizations understand why the data is...
Tips for Success

Communicate with audiences at least three times; once is not enough

All residential energy efficiency programs have found that outreach needs to be repeated to connect with and remind potential participants about program offerings. As marketing gurus note, the majority of people need to be exposed to a product message at least three times (on separate occasions) to...
Tips for Success

Evaluation of Residential Behavior-Based Programs

Author(s)
C. Anna Spurlock, Lawrence Berkeley National Laboratory,
Annika Todd, Lawrence Berkeley National Laboratory,
Bill Saxonis, New York Department of Public Service
Publication Date
2016

Residential behavior-based (BB) programs use strategies grounded in the behavioral and social sciences to influence household energy use. These programs have unique evaluation challenges and usually require different evaluation methods than those currently employed for most other types of efficiency programs. This webcast provides an introduction to documenting the energy savings associated with BB programs and examples of how different jurisdictions are addressing BB program evaluation.

Resource - Webcast

Briefing on the Better Buildings Neighborhood Program Evaluation

Author(s)
U.S. Department of Energy
Publication Date
2015

This presentation describes the Better Buildings Neighborhood Program evaluation findings, including goal and objective attainment, energy and CO2e impacts, program implementation lessons learned, market effects findings, and recommendations.

Resource - Webcast

Energy Efficiency and Conservation Loan Program Webinar Series: #4 Residential Energy Efficiency Deep Dive, Part Two

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

This webinar is the fourth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The second in a two-part series, this webinar shares best practices from the more than 40 competitively selected state and local governments who participated in the U.S. Department of Energy’s Better Buildings Neighborhood Program. This webinar focuses on data collection and continuous improvement, partnering with financial institutions, community-based outreach, and quality assurance of contractor work. It also features a case study from Jackson Electric Member Corporation about their audit tools, rebates and loans, tracking and reporting, and marketing and advertising strategies.

Resource - Webcast

Financial Program Management for Continuous Improvement

Author(s)
U.S. Department of Energy
Publication Date
2011
Organizations or Programs
EnergySmart Colorado,
emPowerSBC
This webcast discussed financial program management.
Resource - Webcast

Innovations in Processes to Accelerate Home Upgrade Programs

Author(s)
Dale Hoffmeyer, U.S. Department of Energy,
Chris Baker, Arizona Public Service (APS),
Torsten Glidden, Build It Green
Publication Date
2016
Organizations or Programs
Energy Upgrade California,
Arizona Home Performance with ENERGY STAR

Achieving energy savings goals and improving customer and contractor satisfaction while staying cost-effective makes managing home energy upgrade programs challenging. DOE's Home Upgrade Program Accelerator is working with program administrators to identify strategies that overcome challenges and achieve better results. The Arizona Home Performance with ENERGY STAR program completed process improvements that improved contractor satisfaction and deceased quality assurance labor.  Build It Green implemented software improvements to their utility program's online rebate applications portal to accelerate data processing.

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

0 to 60: Best Practices for Accelerating Program Performance

Author(s)
U.S. Department of Energy
Publication Date
2017
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Arizona Home Performance with ENERGY STAR

This summary from a Better Buildings Residential Network peer exchange call focused on implementing process improvements using lean processes, an approach of continuous improvement, use of Standardized Workforce Specifications (SWS) to improve quality, and contractor feedback tools. It features speakers from DOE, New York State Energy Research and Development Authority (NYSERDA), and Arizona Home Performance.

Resource - Topical Presentations

Five and Dime: Revisiting Strategies for Lowering the Costs of Delivering Energy Efficiency (101)

Author(s)
U.S. Department of Energy
Publication Date
2016
Organizations or Programs
NeighborWorks H.E.A.T. Squad,
Tennessee Valley Authority

This summary from a Better Buildings Residential Network peer exchange call focused on approaches organizations can use to improve the efficiency and effectiveness of home upgrade programs, including strategies to streamline data entry and make continuous process improvements.

Resource - Topical Presentations

Overcoming the Home Upgrade Tower of Babel with HPXML

Author(s)
Dale Hoffmeyer, U.S. Department of Energy,
Gavin Hastings, Tierra Resource Consultants,
Julie Caracino, NYSERDA,
Cynthia Adam, Pearl National Certification,
Greg Thomas, Performance Systems Development
Publication Date
2015

Home Performance (HP) XML is transforming the way home energy upgrade programs collect and transfer information from one software system to another, leading to improved contractor satisfaction, lower administrative costs, and technological advancements in the home performance industry. This presentation provides an overview of HPXML and its benefits, and discuss how the data standard is facilitating technological and process improvements among home energy upgrade programs and software developers in the United States.

Resource - Topical Presentations

Learning From the Past to Inform Future Work: Trends in Behavior Based Efficiency Programs

Author(s)
Consortium for Energy Efficiency
Publication Date
2015

The Consortium for Energy Efficiency has collected information from its membership for each of the past four years on the behavior-based programs currently underway and how these programs are being evaluated. This presentation describes the annual data collection effort and highlight the key findings of this research to date. Results discussed will consider the social science knowledge most commonly incorporated into the programs captured, as well as methods used for program evaluation and overarching lessons learned from the program administrator community.

Resource - Topical Presentations

Making Evaluations Work for Your Program: Tips for Success

Author(s)
U.S. Department of Energy
Publication Date
2014
Organizations or Programs
Efficiency Maine

This summary from a Better Buildings Residential Network peer exchange call focused on choosing and developing program evaluation.

Resource - Topical Presentations

Program Course Corrections Based on Evaluation Results

Author(s)
U.S. Department of Energy
Publication Date
2012
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.

Resource - Topical Presentations

Program Management and Continuous Improvement for Financing Programs

Author(s)
Chris Lohmann, U.S. Department of Energy
Publication Date
2011
Organizations or Programs
emPowerSBC,
EnergySmart Colorado

Presentation providing an overview of financing programs, a strategy for continuous improvement, tools for program management, a risk management strategy, and common risks associated with financing programs.

Resource - Topical Presentations

Program Evaluation Topics & Questions Library for Program Participants

Author(s)
U.S. Department of Energy
Publication Date
2011
This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from program participants.
Resource - Templates & Forms

Program Evaluation Topics & Questions Library for Contractors

Author(s)
U.S. Department of Energy
Publication Date
2011

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from contractors.

Resource - Templates & Forms

Guidebook for Energy Efficiency Program Evaluation Measurement & Verification

Author(s)
Electric Power Research Institute
Publication Date
2008

Energy efficiency program evaluation is increasingly important as utilities implement programs to meet regulatory requirements, such as energy efficiency portfolio standards. While utilities need internal staff to oversee evaluation activities, most evaluations are actually conducted by outside consultants. Thus, utility staff require a sufficient understanding of the evaluation process to plan program evaluation activities as well as to manage internal stakeholders and evaluation contractors. This guide is intended to help prepare utility staff to accomplish these tasks.

Resource - Publications

Multifamily Housing Rehabilitation Process Improvements

Author(s)
U.S. Department of Energy
Publication Date
2016

The research described in this report holds great potential to significantly improve the process for including energy efficiency in developing and implementing federally funded multifamily rehabilitation projects through the USDA, the U.S. Housing and Urban Development (HUD) Low Income Housing Tax Credit, and other programs.

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

Me2 and Green Madison Process Evaluation Plan

Author(s)
Wisconsin Energy Conservation Corporation
Publication Date
2011
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.
Resource - Publications

State Energy Efficiency Program Evaluation Inventory

Author(s)
U.S. Energy Information Administration
Publication Date
2013
Organizations or Programs
AEP Ohio,
Alabama Power Company,
Alleghany Power,
Alliant-IPL,
Ameren Illinois Utilities,
Ameren Missouri,
Arkansas Oklahoma Gas Corporation,
Baltimore Gas & Electric Company,
Black Hills Energy,
Board of Public Utilities,
Bonneville Power Administration,
Centerpoint Energy Arkansas Gas,
Commonwealth Edison Company (ComED),
Consumers Energy Company,
Connecticut Energy Conservation Management Board,
Delaware Sustainable Energy Utility,
Delmarva Power & Light,
Detroit Edison Company,
Michigan Consolidated Gas Company,
Dominion North Carolina Power,
DP&L,
Duke Energy,
Duquesne Light,
Efficiency Maine,
Efficiency United,
Efficiency Vermont,
Empire District Electric Company,
Entergy Arkansas,
Entergy New Orleans,
Energy Trust of Oregon,
Eummot,
Florida Public Service Commission,
Hawaii Public Utilities Commission,
Idaho Power,
Kansas City Power & Light,
Long Island Power Authority (LIPA),
Louisiana Department of Natural Resources,
NSTAR,
National Grid,
Massachusetts Cape Light Compact,
Massachusetts Department Of Energy Resources,
Massachusetts Energy Efficiency Advisory Council,
Maryland Public Service Commission,
Metropolitan Edison Company,
Michigan Electric Cooperative Association,
Mid-American Energy,
Nevada Power Company,
New Hampshire Utilities,
Northwestern Energy,
New York State Energy Research and Development Authority (NYSERDA),
Oklahoma Corporation Commission,
Oklahoma Gas and Electric Company,
Pacific Power,
PacifiCorp,
Peco Energy Company,
Pennsylvania Electric Company,
Pepco,
PNM,
Potomac Edison,
PPL Electric Utilities,
Postal Regulatory Commission (PRC),
National Association of Regulatory Utility Commissioners (NARUC),
Progress Energy Carolinas,
Maryland Public Service Commission (PSC),
Pennsylvania Public Utility Commission,
Public Utilities Commission of Ohio (PUCO),
Puget Sound Energy,
Rhode Island Energy Efficiency and Resource Management,
RMP,
Rocky Mountain Power,
Salt River Project,
Sierra Pacific Power Company,
Southern Maryland Electric Cooperative (SMECO),
SourceGas Arkansas,
South Carolina Electric & Gas,
Southwestern Gas Corporation,
Southwestern Electric Power Company,
State Corporation Commission,
Tennessee Valley Authority (TVA),
Toledo Edison,
Ohio Edison,
United Illuminating,
West Pen Power Co,
Xcel Energy
For this inventory, EIA reviewed and catalogued 329 data sources containing state energy efficiency program evaluation results into an inventory. The focus of this inventory is to support the National Energy Modeling System (NEMS) and to research cost information in state-mandated energy efficiency program evaluations.
Resource - Publications

EERE Guide for Managing General Program Evaluation Studies

Author(s)
U.S. Department of Energy
Publication Date
2006

This guide details and explains the five types of general program evaluations and provides guidance on selecting the type of evaluation suited to the program to be evaluated, given the type of information required and budget limitations. It is intended for use by managers of both deployment and R&D programs within the U.S. Department of Energy's Office of Energy Efficiency and Renewable Energy (EERE), although most of the examples of evaluations pertain to deployment programs.

Resource - Publications

Delaware Sustainable Energy Utility Home Performance with ENERGY STAR: Program Evaluation & Program Re-Bid Recommendations

Author(s)
Delaware Sustainable Energy Utility
Publication Date
2017
Organizations or Programs
Energize Delaware

Delaware Sustainable Energy Utility (DESEU) completed a process evaluation to assess the overall effectiveness of program operations. Evaluation activities included reviewing program materials, assessing the program flow, conducting in-depth interviews with program staff and implementers, and conducting surveys with contractors and customers. This report summarizes the key findings and recommendations from these process evaluation activities.

Resource - Program Presentations & Reports

Eversource New Hampshire Home Energy Report Pilot Program Evaluation

Author(s)
Navigant Consulting, Inc.
Publication Date
2016
Organizations or Programs
Eversource

This report includes evaluation analysis and findings from the Eversource New Hampshire Home Energy Report pilot program.

Resource - Program Presentations & Reports

Berkshire Gas Home Energy Report Program Evaluation

Author(s)
Navigant Consulting, Inc.,
ILLUME Advising, LLC
Publication Date
2016

This report presents the results of the first‐year process and impact evaluation of Berkshire Gas' Home Energy Report (HER) program. The primary objective of the program is to provide residential households with information on their gas consumption and tips on how to save energy to prompt them to take action to reduce their natural gas usage.

Resource - Program Presentations & Reports

Efficiency Maine Low-Income Multifamily Weatherization Evaluation Report

Author(s)
NMR Group, Inc.,
Energy Futures Group
Publication Date
2016
Organizations or Programs
Efficiency Maine

This report presents the results from a comprehensive impact and process evaluation of Efficiency Maine's Low-Income Multifamily Weatherization Program.

Resource - Program Presentations & Reports

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

Evaluation of Cape Light Compact's Creating Awareness for Power Efficiency Initiative

Author(s)
Navigant Consulting, Inc.,
ILLUME Advising, LLC
Publication Date
2016

This report presents findings of a process evaluation of Cape Light Compact's Creating Awareness for Power Efficiency Initiative, which included in-depth interviews with 27 customers of varying participation levels. It also includes the results of an impact evaluation using econometric analysis to estimate savings.

Resource - Program Presentations & Reports

Connecticut Multifamily Initiative Process Evaluation

Author(s)
NMR Group, Inc.
Publication Date
2016
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

This report is the process evaluation of the Connecticut Multifamily (MF) Initiative, which leveraged the state's Home Energy Solutions (HES) and Home Energy Solutions-Income Eligible (HES-IE) programs. The objective of this process evaluation is to provide actionable recommendations about how to improve the design, delivery, and administration of the MF Initiative.

Resource - Program Presentations & Reports

Connecticut Residential New Construction Program - Process Evaluation

Author(s)
NMR Group, Inc.
Publication Date
2017

This report includes a billing analysis, process evaluation, and baseline study for the Connecticut Residential New Construction (RNC) program. It also includes the results of the process evaluation.

Resource - Program Presentations & Reports

Residential Home Upgrades in California: Process improvements, HPXML, IT software

Author(s)
Torsten Glidden, Build It Green
Publication Date
2016
Organizations or Programs
Energy Upgrade California

This presentation discusses how Energy Upgrade California streamlined its program through improvements in its HPXML and IT software.

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

Pacific Power Washington Low-Income Weatherization Program Evaluation March 2009 – February 2011

Author(s)
The Cadmus Group, Inc.
Publication Date
2012

Pacific Power contracted with The Cadmus Group, Inc., to conduct impact and process evaluations of its Washington low-income weatherization program for the program period extending from March 2009 through February 2011. The impact evaluation assessed energy savings and cost-effectiveness associated with the program, and in doing so quantified select non-energy benefits. The process evaluation assessed program delivery and efficacy, potential bottlenecks, opportunities for improvements, and participants’ experiences and satisfaction with the program.

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Evaluation Report: Volume 6: Spotlight on Key Program Strategies From the Better Buildings Neighborhood Program

Author(s)
U.S. Department of Energy
Publication Date
2015

Volume 6 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013. This volume includes case studies that describe successful strategies that programs used during the evaluation period.

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Evaluation Report: Volume 4. Process Evaluation of the Better Buildings Neighborhood Program

Author(s)
U.S. Department of Energy
Publication Date
2015

Volume 4 of the Better Buildings Neighborhood Program Evaluation Report assesses the degree to which the Better Buildings Neighborhood Program met its process goals and objectives to identify the most effective program design and implementation approaches.

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Evaluation Report: Volume 5. Market Effects of the Better Buildings Neighborhood Program

Author(s)
U.S. Department of Energy
Publication Date
2015

Volume 5 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013.

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Evaluation Report: Volume 2. Savings and Economic Impacts of the Better Buildings Neighborhood Program

Author(s)
U.S. Department of Energy
Publication Date
2015

Volume 2 of the Better Buildings Neighborhood Program Evaluation Report comprises a measurement and verification process, as well as billing regression analysis on projects with sufficient utility bill data, to determine gross verified savings.

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Evaluation Report: Volume 3. Drivers of Success in the Better Buildings Neighborhood Program—Statistical Process Evaluation Volume

Author(s)
U.S. Department of Energy
Publication Date
2015

Volume 3 of the Better Buildings Neighborhood Program Evaluation Report statistically identifies factors associated with successful residential energy upgrade programs using a survey sampling, cluster analysis, and multivariate regression approach.

Resource - Program Presentations & Reports

Better Buildings Neighborhood Program Evaluation Report: Volume 1. Evaluation of the Better Buildings Neighborhood Program (Final Synthesis Report)

Author(s)
U.S. Department of Energy
Publication Date
2015

Volume 1 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013.

Resource - Program Presentations & Reports

Multi-State Residential Retrofit Project: Process Evaluation Final

Author(s)
National Association of State Energy Officials
Publication Date
2014
Organizations or Programs
National Association of State Energy Officials

The Multi-State Residential Retrofit Project is a residential energy-efficiency pilot program, funded by a competitive U.S. State Energy Program (SEP) award through the U.S. Department of Energy. The Multi-State Project operates in four states: Alabama, Massachusetts, Virginia, and Washington. During the course of this three-year process evaluation, Cadmus worked closely with NASEO and the four states to collect information about the programs from many perspectives, including: State Energy Office staff, program implementers, homeowners, auditors/contractors, real estate professionals, appraisers, lenders, and utility staff. This report discusses: the project’s context; its goals; the evaluation approach and methods; cross-cutting evaluation results; and results specific to each of the four states.

Resource - Program Presentations & Reports

Philadelphia EnergyWorks Residential Program Evaluation

Author(s)
iSpring
Publication Date
2014
Organizations or Programs
Philadelphia Energy Works

The purpose of this report, prepared by sustainability consulting firm iSpring, is to provide the results of the EnergyWorks program to the contractors and auditors who participated, along with information on lessons learned over the course of the program that might prove helpful in their future work.

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

Seattle Community Power Works Fall 2012 Progress Report

Author(s)
Washington State University Energy Program
Publication Date
2012
Organizations or Programs
Community Power Works
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
Resource - Program Presentations & Reports

Seattle Community Power Works Fall 2012 Progress Report

Author(s)
Washington State University Energy Program
Publication Date
2012

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

Resource - Program Presentations & Reports

California 2010-2012 On-Bill Financing Process Evaluation and Market Assessment

Author(s)
California Public Utilities Commission
Publication Date
2012
This report focuses on four utilities in California. The research for this report included reviewing program documents and tracking databases, conducting two rounds of interviews with four investor owned utility program managers, interviewing California Public Utility Commission staff members and an intervener, surveying 76 on-bill financing program participants and 29 vendors who helped deliver the program, interviewing 12 account executives, and conducting six focus groups across California with 46 energy audit participants who had not participated in on-bill financing.
Resource - Program Presentations & Reports

Key Findings and Recommendations From the Process Evaluation of Clean Energy Works Oregon (now Enhabit)

Author(s)
Energy Trust Oregon (Prepared by Johnson Consulting Group)
Publication Date
2012
Organizations or Programs
Enhabit

This report presents key findings and recommendations from the process evaluation of Clean Energy Works Oregon's (now Enhabit's) energy efficiency financing program. Table 1 provides a good list of key process evaluation research questions which may help others scope comprehensive process evaluations.

Resource - Program Presentations & Reports

Pilot Process Evaluation Report

Author(s)
Research Into Action, Inc.
Publication Date
2010
Organizations or Programs
Enhabit

This report describes the process evaluation of a pilot project in Portland Oregon that informed the refinement and expansion of the program statewide into Clean Energy Works Oregon (now Enhabit).

Resource - Program Presentations & Reports

Energize Phoenix: Collecting and Using Data to Improve the Program

Author(s)
Dimitrios Laloudakis, Energize Phoenix
Publication Date
2011
Organizations or Programs
Energize Phoenix
This presentation outlines the techniques for collecting and evaluating energy efficiency program evaluation data, including data related to marketing efforts.
Resource - Program Presentations & Reports

Using Data to Monitor Market Transformation - Charleston WISE

Author(s)
Betsy Kleinfelder, The Sustainability Institute
Publication Date
2012
Organizations or Programs
CharlestonWISE
As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.
Resource - Program Presentations & Reports

Me2 and Green Madison Process Evaluation Plan

Author(s)
Wisconsin Energy Conservation Corporation
Publication Date
2011

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

Resource - Program Materials

Sample RFP: Third-party Process Evaluator

Author(s)
Michigan Saves
Publication Date
2009
Organizations or Programs
Michigan Saves
Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.
Resource - Program Materials

Seattle Community Power Works Fall 2012 Progress Report

Author(s)
Washington State University Energy Program
Publication Date
2012

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

Resource - Program Materials

Improving Arizona Home Performance

Author(s)
U.S. Department of Energy
Publication Date
2016
Organizations or Programs
Arizona Public Service (APS)

This case study of Arizona Public Service (APS) and Arizona’s HPwES Sponsor, FSL Home Energy Solutions (FSL), focuses on their continuous improvements designed to elevate customer and contractor experience while boosting program cost-effectiveness.

Resource - Case Studies

Content Type

  • Resource (53)
  • Handbook (28)
  • Tips for Success (2)

Resource Type

Program Components

  • Market Position & Business Model (4)
  • Program Design & Customer Experience (25)
  • Evaluation & Data Collection (50)
  • Marketing & Outreach (11)
  • Financing (16)
  • Contractor Engagement & Workforce Development (9)

Program Design Phases

  • Overview (5)
  • Strategy Development (18)
  • Planning (36)
  • Implementation (28)
  • Evaluation (48)

States or Territories

  • Alabama (3)
  • Arizona (3)
  • California (8)
  • Connecticut (4)
  • Delaware (1)
  • Florida (2)
  • Georgia (3)
  • Louisiana (3)
  • Maine (3)
  • Massachusetts (4)
  • Michigan (1)
  • Missouri (1)
  • New Hampshire (1)
  • New York (3)
  • North Carolina (2)
  • Ohio (1)
  • Oregon (3)
  • Pennsylvania (4)
  • Rhode Island (1)
  • South Carolina (3)
  • Tennessee (3)
  • Texas (1)
  • U.S. Virgin Islands (2)
  • Vermont (2)
  • Virginia (3)
  • Washington (5)
  • Wisconsin (2)

Organizations or Programs

  • Efficiency Maine (3)
  • Energy Upgrade California (3)
  • Southeast Energy Efficiency Alliance (SEEA) (3)
  • emPowerSBC (2)
  • EnergySmart Colorado (2)
  • EnergyWorks (2)
  • Enhabit (2)
  • Eversource (2)
  • New York State Energy Research and Development Authority (NYSERDA) (2)
  • United Illuminating (2)
  • AEP Ohio (1)
  • Alabama Power Company (1)
  • Alleghany Power (1)
  • Alliant-IPL (1)
  • Ameren Illinois Utilities (1)
  • Ameren Missouri (1)
  • Arizona Home Performance with ENERGY STAR (1)
  • Arizona Home Performance with ENERGY STAR (1)
  • Arizona Public Service (APS) (1)
  • Arkansas Oklahoma Gas Corporation (1)
  • Baltimore Gas & Electric Company (1)
  • Black Hills Energy (1)
  • Board of Public Utilities (1)
  • Bonneville Power Administration (1)
  • Centerpoint Energy Arkansas Gas (1)
  • CharlestonWISE (1)
  • Commonwealth Edison Company (ComED) (1)
  • Community Power Works (1)
  • Connecticut Energy Conservation Management Board (1)
  • Connecticut Neighbor to Neighbor Energy Challenge (1)
  • Consumers Energy Company (1)
  • Delaware Sustainable Energy Utility (1)
  • Delmarva Power & Light (1)
  • Detroit Edison Company (1)
  • Efficiency Vermont (1)
  • Energize Connecticut (1)
  • Energize Delaware (1)
  • Energize Phoenix (1)
  • Energy Trust of Oregon (1)
  • Green Madison (1)
  • Low Income Energy Efficiency (LIEE) Program (1)
  • Michigan Consolidated Gas Company (1)
  • Michigan Saves (1)
  • Milwaukee Energy Efficiency (Me2) (1)
  • National Grid (1)
  • NeighborWorks H.E.A.T. Squad (1)
  • NOLA WISE (1)
  • Puget Sound Energy (1)
  • Tennessee Valley Authority (1)
  • Xcel Energy (1)
Residential Program Guide is a resource of the U.S. Department of Energy's Building Technologies Office.
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