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Author: Tim Guiterman, EnergySavvy; Sarah Zaleski, U.S. Department of Energy; Ethan Goldman, Vermont Energy Investment Corporation; Diane Duva, Connecticut Department of Energy and Environmental Protection; Bill Norton, Opinion Dynamics
Publication Date: 2017

This presentation covers the current pilot project testing M&V2.0 as an evaluation tool facilitated by Connecticut Department of Energy and Environmental Protection (CT DEEP).  Speakers on this panel presented examples of how whole building modeling is currently being used for M&V now and its potential future applications. Speakers also discussed benchmarking, data access and other protocols, and how experience with efficiency programs teach us so we can build upon the current experience.

Author: NMR Group, Inc.
Publication Date: 2017

This report is an update of findings from three prior evaluations of Eversource's Home Energy Reports (HERs) Pilot Program. The HERs pilot program began in January 2011. The pilot program randomly selected residential customers to whom it sent reports rating their energy use, comparing it to that of their neighbors, and suggested ways for the households to save energy.

Author: Dana Max, Navigant Consulting, Inc.; Beth Delahaij, National Grid
Publication Date: 2016

This presentation describes National Grid's experience with customer behavior and engagement through the implementation of its smart grid pilot program.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on demonstration project strategies, advantages and challenges.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

In 2014, ACEEE launched a pilot program to test a variety of behavioral strategies to promote energy efficiency among tenants in low- to moderate-income multifamily housing in Takoma Park, Maryland. The program included behavioral messaging, events, educational information, and the distribution of energy saving devices. ACEEE measured energy use in the months before and after the pilot. The white paper includes these results, insights for the development of future behavioral change programs, and recommended engagement strategies for targeted communities.

Author: Navigant Consulting, Inc.
Publication Date: 2016

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

Author: U.S. Environmental Protection Agency
Publication Date: 2015

This series of 19 tip sheets is based on the experience and expertise of EPA’s Climate Showcase Communities. The tip sheets cover a wide range of topics, such as marketing and communications (effective messaging, traditional media strategies, community-based social marketing, and testimonial videos) and working with specific types of stakeholders (institutional partners, contractors, experts, utilities, early adopters, volunteers).

Author: The Cadmus Group, Inc.
Publication Date: 2014

The California investor-owned utilities -- Pacific Gas and Electric (PG&E), Southern California Edison (SCE), Southern California Gas (SoCalGas), and San Diego Gas & Electric (SDG&E), referred to collectively as the IOUs or Joint Utilities -- are designing seven energy efficiency financing pilot programs at the California Public Utilities Commission’s (CPUC's) direction. To help inform the pilot design process and subsequent evaluation efforts, this report summarizes a comprehensive review of 15 existing financing programs representing noteworthy program models across the United States and around the globe.

 Implement contractor coordination and workforce recruitment and training in concert with other program components

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

Support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, fostering clear communication, and refining program processes over time, in partnership with your workforce.

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

Launch your financing activities in coordination with other program components.

Author: National Association of State Energy Officials
Publication Date: 2014

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.

Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.

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

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

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.

Author: BetterBuildings for Michigan
Publication Date: 2013

These outreach materials from BetterBuildings for Michigan include a photograph and quote from credible members of the Grand Valley State University (GSVU) community that served as early adopters for the program.

Learn about the capabilities and services of existing contractors and training providers working in your market.

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.

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

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

Author: Central Electric Power Cooperative
Publication Date: 2013

This case study highlights the Help My House Pilot Program conducted in South Carolina by Central Electric Power Cooperative that included on-bill financing.

Author: U.S. Department of Energy
Publication Date: 2013

This Focus Series interview discusses the semester-long, employer-assisted partnership between BetterBuildings for Michigan and Grand Valley State University (GVSU). This successful partnership involved an early adopter outreach campaign and served as a model for other program partnerships.

Define your business model, including market position, products and services, type of customers, financial model, governance structure, and the assets and infrastructure your organization needs.

Identify and prioritize potential target audiences based on their likely receptivity to your program's services.

Communicate marketing and outreach results internally and to partners.

Implement marketing and outreach activities in coordination with other program components to generate demand for your program's services.

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

Establish relationships with organizations that will assist with program marketing and outreach.

Decide on priority target audience segments, messages, and incentives that will motivate customers.

Spur consumer demand for your program's services by understanding your target audience and motivating them to act using effective messaging, marketing and outreach tactics, and attractive program offers.

Author: Kristin Hall, Cleveland Mayor's Office of Sustainability; Anand Natarajan, Cleveland Mayor's Office of Sustainability
Publication Date: 2012

Presentation on efforts of Cleveland to create a sustainable business model.

Author: Steve Culbertson, BKi
Publication Date: 2012

This presentation talks about Energy Upgrade California's Flex Path pilot program which offers a menu of upgrade options for homeowners to select. Its flexible approach has been popular with middle-income homeowners interested in upgrades.

Author: Efficiency Maine
Publication Date: 2012

This presentation from Efficiency Maine shows early adopters and higher income residents tend to take advantage of large incentives, but smaller incentives may be a way to engage a broader range of income levels.

Author: Suzanne Russo, Pecan Street Project Inc.
Publication Date: 2011

Headquartered at The University of Texas at Austin, Pecan Street Inc. is a research and development organization focused on developing and testing advanced technology, business model and customer behavior surrounding advanced energy management systems. Their flagship effort is the Pecan Street Demonstration Project that began in an Austin community. This presentation discusses collecting and using data to assess and improve the Pecan Street Project.

Author: Community Energy Services
Publication Date: 2011

Survey for Minnesota home owners participating in Community Energy Services pilot program about their experience at their home visit.

Author: U.S. Department of Energy
Publication Date: 2011

This peer exchange call summary focused on creating a dialogue between contractors, trainers and jobseekers about program design/implementation and results of workforce feedback.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2010

Policy brief outlining the HUD PowerSaver Pilot Loan Program.

Author: Community Benefits Law Center
Publication Date: 2010

Summary of the standards that support job quality, equitable access and quality assurance in several residential energy efficiency programs from different parts of the country.

Author: Research Into Action, Inc.
Publication Date: 2010

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).

Some residential energy efficiency programs seek to raise credibility with their target audience, so they turn to “social modeling” techniques with satisfied customers. Social modeling is the process by which program participants demonstrate or indicate that they personally engage in a desired behavior. Using this approach, successful residential energy efficiency programs have found that encouraging word-of-mouth outreach by satisfied customers can help attract more homeowners to...

Financing allows homeowners to pay for energy improvements over time and invest in higher-cost upgrades than they might be able to afford without it. Some programs offer tiered financing or rebates to encourage upgrades with deeper savings, with terms that grow more favorable as more energy saving measures are pursued. Tiered financing can encourage customers to pursue more ambitious projects. ...