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Author: Lawrence Berkeley National Laboratory
Publication Date: 2017

Cost-effectiveness evaluations compare energy efficiency's benefits and costs to judge whether to expand, retain, revise, or eliminate efficiency programs or specific measures. This presentation discusses the basics of cost-effectiveness assessments for utility customer-funded efficiency portfolios as well as issues and options that should be considered when assessing cost-effectiveness, selecting which test(s) to use, and quantifying the components of tests (e.g., non-energy impacts, measure costs).

Author: U.S. Department of Energy
Publication Date: 2017

The U.S. Department of Energy's Better Buildings Residential Program released version 2.0 of a user-friendly tool for estimating the cost-effectiveness of a residential energy efficiency program based on program administrator inputs. Cost-effectiveness analysis compares the benefits (i.e., outputs or outcomes) associated with a program or a measure with the costs (i.e., resources expended) to produce them. Program cost-effectiveness is commonly used by public utility commissions to make decisions about funding programs or program approaches. Program designers, policy makers, utilities, architects, and engineers can use this tool to estimate the impact of different program changes on the cost-effectiveness of a program.

Author: California Public Utilities Commission
Publication Date: 2017

The goal of the Marketing Education & Outreach (ME&O) Program is to motivate consumers to take action on energy efficiency/conservation measures and change their behavior. The program strives to both increase consumer awareness and facilitate the ability to act and incorporate technological advances or behavior change using all available resources to reduce energy and choose clean energy options. This Five-Year ME&O Strategic Roadmap includes two main sections: (1) the objectives, strategies, and metrics for customer engagement and how these strategies will lead greenhouse gas reduction and energy efficiency goals of the California Public Utilities Commission.

Author: DNV GL
Publication Date: 2017

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

Author: California Public Utilities Commission
Publication Date: 2017

This document reflects what the California Public Utilities Commission’s customer engagement campaign will accomplish from April 1, 2017 through March 31, 2018. It also includes goals and objectives, target audiences, high-level approaches and strategies, metrics, and implementation roles and responsibilities for each strategy.

Author: U.S. Department of Energy
Publication Date: 2017

The City of Fort Collins, Colorado increased the number of homes that are energy efficient through the use of community-based social marketing. Strategies to maximize impact included identifying neighborhoods based on data analysis, simplifying the process for completing upgrades, and using trusted messengers for delivery of tailored messages on energy efficiency services.

Author: Consumers Energy
Publication Date: 2017

The Energy Efficiency Learning Center offers a selection of trainings and resources to enhance participation in utility energy efficiency programs. It allows users to undertake trainings on the latest home performance standards and best practices on their own schedule.

Author: Delaware Sustainable Energy Utility
Publication Date: 2017

This report consists of a literature review and in-depth interviews with subject matter experts in the Home Performance with ENERGY STAR (HPwES) program area. The goal was to compare Delaware Sustainable Energy Utility (DESEU) HPwES Programs with peer-programs across the United States. The report also identifies key metrics and emerging trends regarding program design.

Author: Delaware Sustainable Energy Utility
Publication Date: 2017

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.

Author: Delaware Sustainable Energy Utility
Publication Date: 2017

This RFQ from Delaware Sustainable Energy Utility (DESEU) seeks an implementation firm that can deliver the Home Performance with ENERGY STAR (HPwES) Program cost-effectively for a three-year period.

Author: Fort Collins Utilities
Publication Date: 2017

Fort Collins Utilities and partners, Platte River Power Authority (PRPA) and CLEAResult, launched Efficiency Works-Home program, the Efficiency Works- Neighborhoods (EW-N) Pilot. The Pilot is a new model of Utility Energy Efficiency conservation program that is designed for the scale and comprehensiveness of EE and renewables needed to meet the City of Fort Collins Climate Action Plan in the existing home sector.

Author: U.S. Environmental Protection Agency
Publication Date: 2017

This case study highlights the low-income programs of Efficiency Vermont, the nation’s first public energy efficiency utility, which aims to reduce these customers' high energy burden, freeing up money that they can spend on food, housing, and other necessities. These low-income programs have saved enough electricity to power nearly 8,000 Vermont households for a year and offer solutions that eliminate or reduce up-front costs for residents, a typical barrier to improving energy efficiency in low-income households. Its multifamily energy efficiency program helps renters and building owners save energy, addressing the “split incentive” barrier in which owners have little reason to invest in efficiency measures that benefit tenants who pay their own energy bills.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2017

This webinar series is intended for state officials starting or expanding their EM&V methods for a wide range of efficiency activities including utility customer-funded programs, building energy codes, appliance and equipment standards, energy savings performance contracting, and efficiency programs that support pollution reduction goals or regulations.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2017

This report aims to improve low and moderate income (LMI) stakeholdersÕ understanding of financing options for LMI communities. It discusses the advantages and disadvantages of different options, consumer protections to consider, and lessons learned. LMI stakeholders addressed by this report include state and local policymakers, state utility regulators, program administrators, financial institutions, and consumer advocates.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2017

This SEE Action report offers state and local policymakers, state utility regulators, program administrators, financial institutions, consumer advocates and other low- and moderate-income (LMI) household stakeholders an understanding of the relationship between LMI communities and energy efficiency; lessons learned from existing energy efficiency financing programs serving LMI households; and the financing products these programs use and their relative advantages and disadvantages.

Author: Becky Schaaf, Stewards of Affordable Housing for the Future; Dick Santangelo, Apollo Engineering Solutions; Stefen Samarripas, American Council for an Energy-Efficient Economy
Publication Date: 2017

This presentation provides an overview of ACEEE's nationwide study of utility provider incentives for the multifamily buildings sector, as well as a broad overview of other sources of funds for energy and water conservation. This session covered the latest news regarding state energy programs, local green banks, weatherization funds, tax credits, and more.

How to Influence Utilities to Provide Actionable Energy Data to Multifamily Properties
Author: Institute for Market Transformation
Publication Date: 2017
Media

This webinar covers best practices for providing whole-building data, as well as options building owners and landlords have to influence this process. Multifamily property stakeholders need better information about their energy usage. Arming them with this information enables better benchmarking and energy management practices, and more reliable utility allowance models for affordable housing. Actionable energy usage information allows building owners to make improvements to not only save energy, but also reduce expenses, increase comfort, and lower vacancies.

Author: U.S. Department of Energy
Publication Date: 2017

This HVAC verifications tool selection guide includes a cross-walk of tool categories with target user audience, benefits and features. This matrix can assist contractors, programs, utilities and others in selecting the appropriate resources to support installation and performance measurement.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

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.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

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.

Author: U.S. Department of Energy
Publication Date: 2017

This case study describes how the Midwest Energy Efficiency Alliance (MEEA) partnered with gas and electric utilities in Iowa to establish the Iowa HVAC Systems Adjustment and Verified Efficiency (HVAC SAVE) program.       

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This paper is a baseline assessment of electric and natural gas energy efficiency programs that target low-income households in the largest metropolitan areas in the country. ACEEE surveyed over 70 electric and natural gas utilities on their 2015 low-income program spending, energy savings, customer participation, and best practices.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This paper is a baseline assessment of electric and natural gas energy efficiency programs that target low-income households in the largest metropolitan areas in the country. ACEEE surveyed over 70 electric and natural gas utilities on their 2015 low-income program spending, energy savings, customer participation, and best practices.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

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.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

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.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call summary focused on leveraging smart tech, health and/or utility data to increase participation in multifamily energy efficiency programs. It featured speakers from The Network for Energy, Water and Health in Affordable Buildings, New Ecology, Northwest Bronx Community and Clergy Coalition, and Emerald Cities Collaborative.

Author: U.S. Department of Housing and Urban Development (HUD)
Publication Date: 2017

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.

Peer Exchange Call: Home Performance with ENERGY STAR and Home Energy Score Integration
Author: U.S. Department of Energy
Publication Date: 2017
Media, Transcript

Focus on Energy, Columbia Water & Light, and utilities from the Energize Connecticut program share how they integrate and implement the Home Energy Score and Home Performance with ENERGY STAR programs.

Author: National Renewable Energy Laboratory
Publication Date: 2017

The ResStock analysis tool is designed to help states, municipalities, utilities, and manufacturers identify which home improvements save the most energy and money.

Author: National Renewable Energy Laboratory
Publication Date: 2017

Each ResStock fact sheet presents the potential for residential energy and utility bill savings for the state. The top ten energy savings home improvements are highlighted.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2017

This guide supports the development, maintenance, and use of accurate and reliable Technical Reference Manuals (TRMs). TRMs provide information to estimate the energy and demand savings of end-use energy efficiency measures associated with utility customer-funded efficiency programs. This guide describes existing TRMs in the United States and provides recommendations for TRM best practices. It also offers related background information on energy efficiency; evaluation, measurement, and verification; and TRM basics.

Author: Low Income Home Energy Assistance Program (LIHEAP)
Publication Date: 2017

The snapshots present a capsule view of each state's key LIHEAP characteristics, as well as details of its non-federal low-income energy programs (state- and utility-funded, and charitable).

Author: U.S. Department of Energy
Publication Date: 2017

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.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2017

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.

Author: 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.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

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.

Author: Terrance Brady, Tampa Housing Authority; Scott Ledford, ICF International; Dan Teague, WegoWise; David Ruggiero, ICF International
Publication Date: 2017

This presentation helps multifamily building owners better understand the how and why of utility benchmarking. Learn about the benefits of utility benchmarking, including various drivers for performing utility benchmarking at multifamily properties, and explore how your organization can start with utility benchmarking with the help of HUD resources.

Author: Scott Ledford, ICF International; Colleen Woodson, BrightPower, Inc.; Julie Klump, Preservation of Affordable Housing"; ICF International
Publication Date: 2017

This presentation helps multifamily building owners better understand the how and why of utility benchmarking. Explore strategies and resources for translating benchmarking results into concrete next steps toward improving property performance.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2017

This presentation describes the value of energy efficiency and non-energy impacts on cost effectiveness at the state level. It includes an example from Rhode Island and was presented before the New Hampshire Public Utilities Commission.

Author: Midwest Energy Efficiency Alliance
Publication Date: 2017

The Midwest is home to a significant stock of multifamily buildings that represent a huge energy savings opportunity. Multifamily housing makes up 11 to 22% of the housing stock in Midwest states. The majority of multifamily housing is renter-occupied, and a large proportion of those renters are low income customers for whom the cost of high utility bills is the most burdensome. This report examines the mixture of multifamily energy efficiency programs in four states Ð Indiana, Ohio, Minnesota and Iowa Ð since 2010. The analysis looks at investment, energy savings and program models offered in each state. These states are not the only states working on multifamily energy efficiency in the Midwest, but they provide a good contrast in terms of energy efficiency policies and performance, as well as having sufficient available data for the analysis.

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

This report uses program and marketing/outreach data collected from utility programs to identify best practices for achieving high participation in multifamily energy efficiency programs. Through program data and interviews, this research compares costs, savings, and participation across programs and provides a more in-depth overview of the marketing and outreach strategies being implemented to reach multifamily customers

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

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.

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

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.

Author: U.S. Environmental Protection Agency
Publication Date: 2016

This webcast highlight effective efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income households.

Author: U.S. Environmental Protection Agency
Publication Date: 2016

This webcast in a multi-part series highlighting efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income communities.

Author: U.S. Environmental Protection Agency
Publication Date: 2016

This is the second webinar in a multi-part series highlighting efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income communities. This 90-minute webinar explored the specific challenges and opportunities faced by programs that aim to improve energy efficiency in multifamily affordable housing, with an emphasis on achieving multiple benefits through deeper retrofits.

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

Energy efficiency savings have grown substantially in the past ten years, and national leaders in program administration have emerged as savings levels have increased. This report reviews annual program performance for 14 leading energy efficiency program administrators, with a focus on costs, electricity savings, cost effectiveness, and portfolio design.

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

This summary from a Better Buildings Residential Network peer exchange call focused on changing homeowner behaviors to reduce energy demands. It featured speakers from City of Fort Collins Utilities,  American Council for an Energy-Efficient Economy, and the Rocky Mountain Institute.

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

The Building Performance Database (BPD) is the nation's largest dataset of information about the energy-related characteristics of commercial and residential buildings. The BPD combines, cleanses and anonymizes data collected by Federal, State and local governments, utilities, energy efficiency programs, building owners and private companies, and makes it available to the public. The web site allows users to explore the data across real estate sectors and regions, and compare various physical and operational characteristics to gain a better understanding of market conditions and trends in energy performance.

Author: Opinion Dynamics Corporation
Publication Date: 2016

This report presents findings from the Cross-Cutting Process Study of California’s 2013-2015 Marketing, Education and Outreach (ME&O) efforts. This study has three overarching goals: to assess how well coordination occurs between the Statewide ME&O administrator and the Investor Owned Utility (IOU) and Regional Energy Network (REN) Program Administrators (PAs); to document ME&O design and implementation activities, and to document how consumers engage with ME&O.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2016

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.

Author: Navigant Consulting, Inc.
Publication Date: 2016

This presentation describes a U.S. Department of Energy workshop to gather stakeholder feedback on the utility and credibility of existing methods to estimate behavior-based, energy efficiency potential. It offers a review of existing studies of behavior-based energy efficiency potential and the prevalent methodologies used to estimate savings potential.

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

Home heating is the largest energy expense for most U.S. homeowners and accounts for nearly 30% of energy used in the nation's residential buildings. Millions of homeowners in colder regions of the country do not have natural gas available, leaving furnaces to be fueled with heating oil, propane, or electricity. This can often result in higher heating bills for homeowners. However, soon, these 2.6 million homeowners living in cold climates will have another, efficient home heating option. Oak Ridge National Laboratory (ORNL), collaborating with Emerson Climate Technologies, developed a prototype for an air-source heat pump for the colder regions of the country--one that heats better and uses significantly less energy.

Author: Lawrence Berkeley National Laboratory; American Public Power Association
Publication Date: 2016

The energy efficiency reporting tool for public power utilities is an Excel-based template is designed to produce consistent, useful metrics on program investments and performance for small to medium-sized administrators of public power efficiency programs.

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

This document provides guidance on how policymakers, utilities, and regulators should approach whole-building data access to maintain the confidentiality of utility customers.

Author: Dale Hoffmeyer, U.S. Department of Energy; Chris Baker, Arizona Public Service (APS); Torsten Glidden, Build It Green
Publication Date: 2016

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.

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

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.

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

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.

Author: American Council for an Energy-Efficient Economy; Energy Efficiency For All (EEFA)
Publication Date: 2016

The report analyzes data from the U.S. Census BureauÕs 2011 and 2013 American Housing Survey to determine energy burden values for 48 of the largest U.S. Cities. On average, low-income households pay 7.2 percent of household income on utilitiesÑmore than twice as much as the median household and three times as much as higher income households. If low-income housing stock were brought up to the efficiency level of the average U.S. home, this would eliminate 35 percent of the average low-income energy burden of low-income households. The second half of the report focuses on strategies for alleviating high energy burdens including policies and programs to increase the impact of energy efficiency initiatives in these communities.

Author: Rory Cox, California Public Utilities Commission
Publication Date: 2016

This presentation covers the strategies, objectives and metrics for Energy Upgrade California.

Author: Southeast Energy Efficiency Alliance; Southwest Energy Efficiency Project; Midwest Energy Efficiency Alliance; South-central Partnership for Energy Efficiency as a Resource; Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2016

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.

Presentation on the Energy Efficiency Reporting Tool for Public Power Utilities
Author: Lawrence Berkeley National Laboratory; American Public Power Association
Publication Date: 2016
Presentation, Media

This presentation discusses the energy efficiency reporting tool for public power utilities. The tool is an Excel-based template is designed to produce consistent, useful metrics on program investments and performance for small to medium-sized administrators of public power efficiency programs.

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

The multifamily sector can be hard to reach when it comes to energy efficiency programs. Besides being diverse and complex, the sector presents a unique set of challenges to efficiency investments. The result is that multifamily customers are often underserved by energy efficiency programs. Drawing on data requests and interviews with program administrators, this report summarizes the challenges to program participation and identifies best practices that programs can use to reach and retain large numbers of multifamily participants.

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

Better Buildings Energy Data Accelerator (BBEDA) partners Salt Lake City, the investor-owned electric utility Rocky Mountain Power (RMP), and the investor-owned natural gas utility Questar worked with community stakeholders throughout 2014 and 2015 to design and implement a data access solution. As a result, RMP created a data access portal for its customers in 2016, and Questar is working toward a data access solution that will be operational by 2017.

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

This fact sheet discusses how energy efficiency helps families use less energy to meet their energy needs, such as heating and cooling their homes, washing clothes, and watching television. Investing in efficiency saves money in utility bills while providing families with many other benefits.

Setting Baselines for Planning and Evaluation of Efficiency Programs
Author: Robert G. Ozar, Michigan Public Service Commission; Carmen Best, California Public Utilities Commission; Jeff Harris, Northwest Energy Efficiency Alliance
Publication Date: 2016
Presentation, Media

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.

Author: Interstate Renewable Energy Council, Inc.
Publication Date: 2016

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.

Author: Southeast Energy Efficiency Alliance
Publication Date: 2016

The Southeast Energy Efficiency Alliance (SEEA) has prepared this assessment of the Southeast’s multifamily sector to better understand the current stock of multifamily units; regional and state multifamily construction trends; utility multifamily energy efficiency programs; and state and local policies and programs focused on the multifamily sector.

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

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.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2015

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.

Author: 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.

Better Together: Linking and Leveraging Energy Programs for Low-Income Households
Author: U.S. Environmental Protection Agency
Publication Date: 2015
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Presentation 5, Media 1, Media 2, Media 3, Media 4, Media 5, Transcript

This presentation includes a series of case studies to highlight effective efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income households. It explores the topic of linking and leveraging EE/RE programs for limited-income households, including the need to coordinate with other energy assistance programs.

Author: PricewaterhouseCoopers LLP
Publication Date: 2015

This report covers how customer satisfaction translates into real and tangible value for power and utility companies and is better for business.

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: Minnesota Department of Commerce
Publication Date: 2015

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.

Energy Efficiency and Conservation Loan Program Webinar Series: #6 Solar
Author: U.S. Department of Agriculture; U.S. Department of Energy
Publication Date: 2015
Presentation, Media, Transcript

This webinar is the sixth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of Solar Photovoltaic (PV) Opportunities and the Energy Efficiency and Conservation Loan Program. It features the New Hampshire Electric Co-op's Solar PV Program and SunShot Solar Outreach Partnership (SolarOPs). SolarOPs is a U.S. Department of Energy program designed to increase the use and integration of solar energy in communities across the US.

Author: Jeffrey Pitkin, NYSERDA; Tammy Agard, EEtility; Frank Spasaro, Southern California Gas Company
Publication Date: 2015

This presentation covers the New York On-Bill recovery financing, Home Energy Lending Program's (H.E.L.P.) loan program, and California energy efficiency financing products.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2015

Gamification turns a real-world activity into a game to make people more likely to do it. Over the past five years, utilities and third-party providers have developed scores of games that motivate and encourage people to save energy. This report describes and analyzes 22 of these games in depth and surveys 31 others. It takes program designers through the steps of developing a game, explains how games motivate players to reduce their energy use, and analyzes the characteristics of the most successful gamified solutions.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on approaches to generate demand for energy efficiency upgrades at multifamily buildings.

Author: Jeff Deason, Goldman School of Public Policy , UC Berkeley
Publication Date: 2015

This paper investigates the credit enhancement value of NYSERDA's on-bill energy efficiency financing program relative to its similar conventional unsecured loan program. In the raw data, while both loan pools perform well relative to credit card lending, the on-bill loans default more often than the unsecured loans. This paper shows that this result persists: on-bill loans default more often, and this finding is not sensitive to model specification. This paper also shows that NYSERDA's alternate underwriting mechanism based on mortgage and utility bill repayment history performs well, and that projected dollar savings from the installed projects do not significantly influence loan performance.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2015

This report lays the groundwork for a dialogue to explore regulatory and policy mechanisms for ensuring that efficiency financing initiatives provide value for society and protection for consumers. Through case studies of Connecticut, New York, Massachusetts, California, and Maryland, it explores emerging issues that jurisdictions will need to tackle when considering an increased reliance on financing.

Author: Elevate Energy
Publication Date: 2015

This paper examines the potential for new jobs in designing and implementing energy efficiency improvements in multifamily buildings. It discusses the cost savings and other benefits that accrue to businesses that own and manage multifamily housing, their tenants, and utilities. The paper reviews the factors that created this particular opportunity in multifamily housing and how studies of energy efficiencyÕs potential can help quantify the available efficiency opportunity in a given state. Finally, it discusses how to use cost-effectiveness tests to ensure that energy efficiency policies and programs are a wise use of taxpayer funds.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2015

The benefits of energy efficiency extend beyond energy savings. Homes, commercial buildings, and industrial facilities gain comfort, health, and safety benefits from energy efficiency programs. Additional benefits for businesses include savings on maintenance, materials, and the costs of regulatory compliance. On the supply side, electric utilities enjoy reduced system costs. Focusing on the residential, business, and utility sectors, this report examines each of these multiple benefits, their role in program marketing, and current best practices for including them in cost-effectiveness testing.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2015

The benefits of energy efficiency extend beyond energy savings. Homes, commercial buildings, and industrial facilities gain comfort, health, and safety benefits from energy efficiency programs. Additional benefits for businesses include savings on maintenance, materials, and the costs of regulatory compliance. On the supply side, electric utilities enjoy reduced system costs. Focusing on the residential, business, and utility sectors, this report examines each of these multiple benefits, their role in program marketing, and current best practices for including them in cost-effectiveness testing.

Residential High Energy Users: Causes and Opportunities
Author: Energy Center of Wisconsin (now Seventhwave)
Publication Date: 2015
Media

High energy users in single-family homes present the greatest opportunities for energy and cost savings, yet relatively little is known about what is happening in these homes or how energy efficiency and utility programs can engage these consumers. In this on-demand webcast, hear the results of a groundbreaking field study of 100 high-consumption homes in Minnesota. The webcast will discuss possible causes and the technical and behavioral opportunities to reduce usage. Also, it will introduce the households studied to provide a holistic introduction to this utility customer group.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2015

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.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on combining solar and home performance energy efficiency.

Author: Opower
Publication Date: 2014

Low-income energy efficiency programs provide financially vulnerable utility customers with important energy savings. To date, low-income programs have faced challenges in driving participation -- fueling myths that suggest low-income populations are difficult to reach. This paper explores these myths in turn.

Author: Opower
Publication Date: 2014

Low-income energy efficiency programs provide financially vulnerable utility customers with important energy savings. To date, low-income programs have faced challenges in driving participation -- fueling myths that suggest low-income populations are difficult to reach. This paper explores these myths in turn.

A Field Guide to Utility-Run Behavior Programs: Making Sense of Variety
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation

This webcast covers a report that is a comparative analysis of utility-run behavior programs, which lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories.

Author: Affordable Housing Energy Efficiency Alliance
Publication Date: 2014

The intent of the Handbook is to: Encourage energy efficiency design in new construction as well as in acquisition/rehab projects; Showcase the funding sources, programs, incentives, and assistance available to further lower investments in energy efficiency; Overcome owner-developers perception that achieving large energy savings is usually too expensive, time consuming or difficult; Demonstrate design concepts, processes, and practices that will help to minimize the costs of high performance buildings; Highlight the non-energy benefits associated with high performance buildings; Dispel the myth that cheaply built homes are affordable to operate in terms of utility costs; Emphasize that energy efficiency lowers utility bills, thereby enhancing home affordability; Stress that a home that just complies with Title 24 is the least efficient home you can legally build in California.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2014

This resource provides best practices and highlights case studies for how utilities, policymakers, building managers, and community stakeholders can improve access to energy usage data while working towards the goal of improving efficiency in their communities.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2014

This resource provides best practices and highlights case studies for how utilities, policymakers, building managers, and community stakeholders can improve access to energy usage data while working towards the goal of improving efficiency in their communities.

Author: U.S. Department of Energy
Publication Date: 2014

This document summarizes top takeaways shared by Better Buildings Residential Network members on Peer Exchange Calls, from tips to collaborating with utilities to cost-effective rebate models.

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.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on how a residential energy efficiency program can work with, for or as utilities.

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

Communicate program results to contractor partners and workforce development stakeholders.

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

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

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.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2014

This document was prepared by the Regional Evaluation, Measurement and Verification Forum Cost-effectiveness screening for energy efficiency investments is fundamental to customer energy efficiency programs. It is, in essence, the benefit-cost analysis framework that helps stakeholders – including utility regulators, program administrators, and other policymakers –determine which types of energy efficiency investments represent net beneficial investments for ratepayers according to what is in the public interest based on the state’s energy policies.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on evaluating and demonstrating the cost-effectiveness of energy upgrades to programs.

Author: EmPOWER Maryland
Publication Date: 2014

This report analyzes and develops estimates of non-energy impacts that could be included in cost effectiveness analyses for the EmPOWER Maryland energy efficiency programs. Four non-energy benefits are included in this analysis: air emissions, comfort, commercial operations and maintenance (O&M), and utility bill arrearages. In all four cases, a recommended value and methods for including them in future EMPOWER costs effectiveness analyses are provided.

Author: U.S. Department of Energy; North Carolina Solar Center
Publication Date: 2014

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.

Author: Kevin Moyer, Toledo Port Authority; Ben Taube, Ygrene Energy Fund; Greg Leventis,; Lawrence Berkeley National Laboratory
Publication Date: 2014

This presentation covers lesson learned for PACE from the Toledo Port Authority, innovative real estate finance solutions from the Ygrene Energy Fund, and financing energy improvements on utility bills.

Energy Efficiency and Conservation Loan Program Webinar Series: #1 Overview and Cost Effectiveness
Author: U.S. Department of Agriculture; U.S. Department of Energy
Publication Date: 2014
Presentation, Media, Transcript

This webinar is the first (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of the Energy Efficiency and Conservation Loan Program. It covers the requirements and benefits of the program and also discusses steps you can take to evaluate the cost effectiveness of energy program options.

Energy Efficiency and Conservation Loan Program Webinar Series: #2 Evaluation, Monitoring & Verification
Author: U.S. Department of Agriculture; U.S. Department of Energy
Publication Date: 2014
Presentation, Media, Transcript

This webinar is the second (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar covers the key concepts of Evaluation, Monitoring & Verification (EM&V), gives an overview of the full process, from estimating savings before programs are implemented to measuring and verifying the savings at the end. The webinar also covers EM&V framework, evaluation plans, technical reference manuals and measurement and verification studies.

Energy Efficiency and Conservation Loan Program Webinar Series: #3 Residential Energy Efficiency Deep Dive, Part One
Author: U.S. Department of Agriculture; U.S. Department of Energy
Publication Date: 2014
Presentation, Media, Transcript

This webinar is the third (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The first 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, including market position and business model, program design and customer experience, evaluation and data collection, marketing and outreach, financing, and contractor engagement and workforce development.

Energy Efficiency and Conservation Loan Program Webinar Series: #4 Residential Energy Efficiency Deep Dive, Part Two
Author: U.S. Department of Agriculture; U.S. Department of Energy
Publication Date: 2014
Presentation, Media, Transcript

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.

Energy Efficiency and Conservation Loan Program Webinar Series: #5 On-Bill Financing
Author: U.S. Department of Agriculture; U.S. Department of Energy
Publication Date: 2014
Presentation, Media, Transcript

This webinar is the fifth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar focuses on financing energy improvements on utility bills and features case studies about Roanoke Electric Cooperative's Upgrade to Save program and North Arkansas Electric Cooperative. It also provides information for programs seeking on-bill financing project assistance.

Energy Efficiency Financing Programs: Financing Energy Improvements on Utility Bills
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation, Media

This webcast provides a market update and key program design considerations for on-bill financing programs.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2014

In the absence of federal requirements for energy savings, states are leading the way with effective, forward-looking energy efficiency policies. More than half of them have adopted energy efficiency resource standards (EERS), policies that set long-term mandatory energy savings targets for utilities and efficiency program administrators. This paper analyzes statesÕ progress toward meeting these targets.

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

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

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

Author: American Council for an Energy-Efficient Economy
Publication Date: 2014

This report analyzes ten categories of utility-sector energy efficiency programs that have achieved high participation among targeted customer markets. Despite issues with the nature and availability of participation data, the study draws on published data sources and interviews with program contacts and industry experts to identify many examples of programs that have achieved high participation.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2014

This report analyzes ten categories of utility-sector energy efficiency programs that have achieved high participation among targeted customer markets. Despite issues with the nature and availability of participation data, the study draws on published data sources and interviews with program contacts and industry experts to identify many examples of programs that have achieved high participation.

Financing Energy Improvements on Utility Bills: Case Studies from the Field
Author: Eleni Pelican, U.S. Department of Energy; Mark Zimring, Lawrence Berkeley National Laboratory; Greg Leventis, Lawrence Berkeley National Laboratory; Merrian Borgeson, Lawrence Berkeley National Laboratory; Charles Goldman, Lawrence Berkeley National Laboratory; Peter Thompson, Lawrence Berkeley National Laboratory; Ian Hoffman, Lawrence Berkeley National Laboratory
Publication Date: 2014
Presentation

This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).

Author: State and Local Energy Efficiency Action Network
Publication Date: 2014

This report provides an overview of the current state of on-bill programs and provides actionable insights on key program design considerations for on-bill lending programs.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2014

This report provides an overview of the current state of on-bill programs and provides actionable insights on key program design considerations for on-bill lending programs.

Communicate the results of your financing activities to internal and external partners.

Develop the procurement, outreach, and loan support resources required to perform your financing activities.

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

The objective of this Guide, in part, is to serve as a resource to support municipal electric utilities meeting electricity savings goals. This Guide serves as a resource to not only increase the  understanding of best practices utilized by successful energy efficiency programs across the country, but also a plan to support MOUs implementing energy efficiency programs that will ultimately result in energy and electric bill savings for their customers. To support MOUs with the implementation of their own energy efficiency programs, this Guide leverages the lessons learned from energy efficiency programs operating across the country.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2014

Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Idaho, and details the type and efficiency of various components such as windows, insulation, appliances and type of heating fuel used in homes with each region of the state.

Author: 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.

Author: U.S. Department of Energy
Publication Date: 2014

This paper explores the State Energy Efficient Appliance Rebate Program (SEEARP) designs and delivery methods used, and provides lessons learned about specific program models and best practices for states, utilities, and energy efficiency organizations to use in designing rebate programs.

Author: U.S. Department of Energy
Publication Date: 2014

This paper explores the State Energy Efficient Appliance Rebate Program (SEEARP) designs and delivery methods used, and provides lessons learned about specific program models and best practices for states, utilities, and energy efficiency organizations to use in designing rebate programs.

Identify and develop needed resources to position your organization in the market and maintain a viable business model.

Author: Energy Center of Wisconsin (now Seventhwave)
Publication Date: 2014

As part of its Smart Grid Investment Grant, Minnesota Power conducted a Consumer Behavior Study Plan (CBSP) designed to answer research questions about residential customers' interest in, use of, and benefits derived from higher resolution feedback on electricity consumption (such as usage data for each individual day or hour). The study also explored the customer experience with the tools that provide this information. These questions are of interest because the advanced metering infrastructure associated with a smart grid enables higher resolution usage information for utility customers, which has the potential to better inform them about their energy consumption and help them refine their usage choices. The CBSP began in the spring of 2012 and was implemented in the Duluth/Hermantown area of Minnesota.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2014

Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Montana, and details the type and efficiency of various components such as windows, insulation, appliances and type of heating fuel used in homes with each region of the state.

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.

Author: TecMarket Works
Publication Date: 2014

This evaluation plan for the New Hampshire Public Utilities Commission includes a market assessment framework which includes indicators of progress toward market transformation; evaluation recommendations for the 2015-2016 program implementation period; and a 6-year evaluation plan for each program or customer sector.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2014

Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Oregon, and details the type and efficiency of various components such as windows, insulation, appliances and type of heating fuel used in homes with each region of the state.

Overview and Preliminary Results of ARRA-Funded SGIG Consumer Behavior Studies
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation, Media

This webcast discusses the background for U.S. Department of Energy’s Smart Grid Investment Grant (SGIG) consumer behavior study effort; the various utilities who are participating and what they each plan to include their respective studies; the quantitative results and qualitative lessons learned thus far from these studies; and the types of research will be undertaken by LBNL over the next several years.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2014

This report presents the cost of saving energy through efficiency programs funded by utility customers in the period 2009-2011 at the national and regional level for all sectors and the most prevalent program types.

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

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

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

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.

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.

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

Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.

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.

Establish program goals and objectives to clarify what you want your program to achieve and to guide program design and implementation over time.

Author: Economic Opportunity Studies (EOS)
Publication Date: 2014

In 2009, California utilities were authorized to spend $240 million for their low-income energy efficiency [LIEE] programs, an increase of 53% over 2008. Further increases are expected in each of the following two years. The utilities set about making state-required changes intended to deepen their LIEE programs‟ impact and widen their reach.

Author: Economic Opportunity Studies (EOS)
Publication Date: 2014

Pennsylvania’s Low Income Usage Reduction Program (LIURP) is a statewide, utility-sponsored, free residential energy usage reduction program designed to help low-income households lower their energy bills and reduce energy consumption through Weatherization and energy education services.

Author: Energize Connecticut
Publication Date: 2014

Data release form that allows the Connecticut Clean Energy Finance and Investment Authority (CEFIA) to obtain customer utility account and actual energy usage data, energy costs, underwriting and loan repayment records, and data on energy savings measures installed.

Author: Rocky Mountain Institute
Publication Date: 2014

This report examines the opportunity for accelerating Fort Collins’ energy and climate goals to reflect the community’s values, and capture economic, social, and environmental benefits.

Author: Opower
Publication Date: 2014

With so much to gain, how can we optimize low-income energy efficiency programs to maximize the benefits for financially vulnerable citizens, as well as program implementers and the broader population of ratepayers? This paper shares four important lessons for engaging low-income customers based on Opower’s experience in partnering with utilities to serve the low-income population.

Author: U.S. Department of Energy
Publication Date: 2014

Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.

Author: Elevate Energy
Publication Date: 2014

This paper focuses on how efficiency upgrades affect the financial performance of multifamily buildings. Increasing the energy efficiency of multifamily buildings not only helps owners improve building operation, but also provides a lending opportunity for financial institutions. Energy efficiency program implementers and policy makers who aid in shaping utility Energy Efficiency Portfolio Standards also benefit from understanding the full range of positive effects associated with multifamily energy efficiency improvements. These non-energy benefits (NEBs) can range from improved health to job creation and lower greenhouse gas emissions.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2014

Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Washington, and details the type and efficiency of various components such as windows, insulation, appliances and type of heating fuel used in homes with each region of the state.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2013

This report offers policy options and considerations to state utility commissions in providing access to energy use data to help commercial customers manage energy costs through building energy benchmarking.

Analyzing and Managing Bill Impacts on Energy Efficiency Programs
Author: State and Local Energy Efficiency Action Network
Publication Date: 2013
Presentation, Media, Transcript

This webcast reviews the SEE Action report which provides policymakers with principles and recommendations to understand and manage concerns about bill and rate impacts resulting from requiring utilities to provide efficiency programs.

Author: Bonneville Power Administration; Snohomish County Public Utility District; Puget Sound Energy; Clark County Utilities
Publication Date: 2013

This presentation describes behavior-based energy efficiency programs and the results of the implementation of pilots from the Snohomish County PUD, Puget Sound Energy, and Clark Public Utilities. These program design features included home energy reports, web portals, and social media platforms.

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

This tool, developed in Excel, supports the development and analysis of residential energy efficiency programs using standard cost-effectiveness analysis methods. Policy makers, utilities, energy efficiency program managers, architects and engineers may find the tool useful for supporting and scaling up residential energy efficiency programs. The tool estimates cost-effectiveness, using industry standard approaches, of both deep-home energy efficiency retrofits and individual measures. The user can build up a program based on up to 5 different ‘project types’ (or measures implemented) and identify the number of homes to be targeted for retrofits over the program cycle. The tool reports cost-effectiveness metrics of the program, including program budgets, and allows the user to conduct sensitivity analysis against key inputs.

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

Author: Lawrence Berkeley National Laboratory
Publication Date: 2013

This policy brief presents a program typology and standardized data metrics for assessing energy efficiency program characteristics, costs, and impacts. Based on a review of nationwide regulatory filings, the research serves as part of an effort to analyze the cost per unit of savings for utility customer-funded energy efficiency programs. The paper discusses the program categories and definitions, which are based primarily on review of several years of annual energy efficiency reports from 108 program administrators in 31 states for approximately 1,900 unique programs.

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.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2013

This report is the first comparative analysis of utility-run behavior programs. It lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories. This study counted 281 such programs, many with multiple iterations, offered by 114 energy providers and third parties between 2008 and 2013. After sorting programs by distinguishing features such as delivery channel and incentive type, the study arrived at 20 major program categories grouped in three large families: Cognition Programs, Calculus Programs, and Social Interaction Programs.

Determine how your target audience currently funds energy efficiency services, to what extent upfront cost is a barrier, and whether improvements to their financing options would increase the uptake of energy efficiency measures.

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

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

Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.

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.

Establish goals, objectives, and timeframes for your financing activities.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2013

This report develops projections of future spending on, and savings from, energy efficiency programs funded by electric and gas utility customers under three scenarios through 2025.

Author: UtilityExchange.org; Building Performance Institute
Publication Date: 2013

This paper first details industry best practices for contest administration, including tips for developing an overall contest plan and timeline, product sponsor recruitment, building a dynamic informational website, maximizing customer participation, selecting the winning home, seamless installation management, capturing and documenting project results, conducting a high profile media open house and facilitating customer workshops that educate homeowners and strengthen trade ally relationships. This paper then presents results and key lessons learned from more than 20 contests supported with funds from local community sustainability programs, utility energy efficiency programs, and U.S. Recovery and Reinvestment Act funds between 2008 and 2012.

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

Philadelphia EnergyWorks helped sustain future programs by sharing marketing insights and program data with a local utility partner.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2013

This report presents the results of ACEEE's third national review or utility-funded energy efficiency programs, completed in 2013. The report identifies and profiles 63 leading programs that span the wide array of program types offered to utility customers, and highlights key trends and observations that emerged from reviewing these programs.

Survey existing and potential demand for energy efficiency products and services based on an understanding of policies, housing and energy characteristics, demographics, related initiatives and other market actors.

Create your organization’s business plan, which describes how your operational and financial structure will support the delivery of energy efficiency services.

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 engage organizational partners in your business model design.

Identify your organization's preferred market position by assessing existing market actors, gaps, competitors, and potential partners.  Develop a business model that will allow you to deliver energy efficiency services.

Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.

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.

Establish specific marketing and outreach goals, objectives, targets, and timeframes.

Author: Energy Center of Wisconsin (now Seventhwave)
Publication Date: 2013

The study was completed on behalf of the Minnesota Department of Commerce to characterize energy use in the state's multifamily sector and to identify untapped energy efficiency opportunities. Working with Franklin Energy, the field study gathered characteristic data for 120 representative buildings across the state as well as survey data of both building owners and tenants. Using this data as well as a utility billing analysis, the Energy Center of Wisconsin (now Seventhwave) developed an in-depth characterization for a hard-to-reach sector in Minnesota that had not been, up until this point, studied to this degree.

Author: Green For All
Publication Date: 2013

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.

Author: National Housing Trust
Publication Date: 2013

This guide outlines opportunities and strategies to overcome obstacles preventing utility-sponsored investments in multifamily affordable housing through collaboration between the housing and utility sectors.

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

The objective of this document is to help state and local governments understand the role of program administrators (PAs) and assist them in developing successful partnerships with utility and other energy efficiency PAs. The majority of this paper presents information on partnering and leveraging current energy efficiency activities. However, it also includes information for governments in areas without active PAs, as well as an appendix with a case study describing how state and local governments can fill gaps and administer programs in the absence of a PA.

Author: Joint Center for Housing Studies of Harvard University
Publication Date: 2013

Low-income tenants bear a particularly large burden for energy costs. Because their costs nearly equal those of higher income renters, energy accounts for larger shares of their incomes and overall housing costs. In 2011, more than one-fourth of all renter households had incomes below $15,000. These lowest-income renters devoted $91 per month to tenant paid utilities, while renters with incomes above $75,000 paid $135.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2013

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.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2013

This report provides an assessment of the current landscape of multifamily energy efficiency programs in the 50 metropolitan areas with the largest multifamily housing markets. The authors describe spending on utility customer-funded programs for the primary utilities in each metropolitan area. Additionally, they identify the specific opportunity in each metropolitan area to scale up multifamily programs based on a three-part analysis of: (1) local housing market characteristics; (2) the scope of current utility customer-funded energy efficiency programs; and (3) the statewide policy environment and potential for local partnerships with non-utility-funded energy efficiency programs.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2013

This report provides an assessment of the current landscape of multifamily energy efficiency programs in the 50 metropolitan areas with the largest multifamily housing markets. The authors describe spending on utility customer-funded programs for the primary utilities in each metropolitan area. Additionally, they identify the specific opportunity in each metropolitan area to scale up multifamily programs based on a three-part analysis of: (1) local housing market characteristics; (2) the scope of current utility customer-funded energy efficiency programs; and (3) the statewide policy environment and potential for local partnerships with non-utility-funded energy efficiency programs.

Author: Institute for Electric Efficiency
Publication Date: 2013

This report summarizes ongoing and recent policy developments that support utility investments in energy efficiency, including program cost recovery, fixed cost recovery, and performance incentives for electric utilities on a state-by-state basis.

Author: U.S. Energy Information Administration
Publication Date: 2013

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.

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

Presentation that provides insights from a utility executive on how energy efficiency programs can effectively partner with utilities.

Using Integrated Resource Planning to Encourage Investment in Cost-Effective Energy Efficiency Measures
Author: State and Local Energy Efficiency Action Network
Publication Date: 2013
Presentation, Media, Transcript

This webcast reviews the SEE Action report that describes how utility planning processes that allow demand-side resources to compete with supply-side resources can promote cost-effective energy efficiency.

Author: OpenEI
Publication Date: 2013

This map shows how accessible U.S. electric utility company electricity use data is for both residential and commercial customers. The map is updated regularly based on responses received to date.

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

This summary from a Better Buildings Residential Network peer exchange call focused on working with smaller municipal and publicly owned facilities.

Author: Southwest Energy Efficiency Project
Publication Date: 2012

This report explores the best practices that utilities should undertake in the development and implementation of energy efficiency programs. The report calculates the impact that investing in energy efficiency will have on jobs, household income, and state and regional economies, along with the other public health benefits such as reducing pollution.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2012

This case study highlights Clean Energy Works Oregon's (now Enhabit) low interest, on-bill financing and alternative underwriting practices which have achieved a low rejection rate while also maintaining a low loan default rate.

Author: Natural Resources Defense Council
Publication Date: 2012

Improving energy efficiency significantly lowers energy bills, creates jobs, and reduces pollution – benefits which all utility customers enjoy. The benefits of efficiency may be greatest in California’s low income communities, however, where poorly weatherized homes, high unemployment rates, and proximity to fossil-fuel fired power plants are too often the norm.

Author: Christie Rodriguez, Sacramento Municipal Utility District
Publication Date: 2012

This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.

Author: 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.

Author: Colorado Public Utilities Commission
Publication Date: 2012

Form used by the Colorado Public Utilities Commission for consent to disclose utility customer data.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This fact sheet provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on best practices, entry points, strategies and challenges of program integration and participation in utility planning efforts.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Tom Bregman of Energize New York, Energy Smart discusses how to overcoming Difficulties Collecting Non-Utility Fuel Data (e.g., fuel oil, propane).

Author: 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.

Author: U.S. Department of Energy
Publication Date: 2012

Case study highlighting the home performance lending program spearheaded by local utility JEA and JaxMetro Credit Union in Jacksonville, Florida. This program is one of the most successful in the Southeast Energy Efficiency Alliance's Community Consortium.

Author: The Energy Foundation
Publication Date: 2012

Reviews and summarize energy efficiency financing models and strategies. Models are analyzed according to funding sources, program structures, limits to scale, repayment vehicles, and project risks. Strategies consider applicable building sectors, models, levels of establishment, growth potential, advantages, and disadvantages.

Author: Anne McKibbin and Anne Evens, CNT Energy; Steven Nadel and Eric Mackres, American Council for an Energy-Efficient Economy
Publication Date: 2012

This report outlines where costs and energy savings can be achieved and dives into strategies that utilities and multi-family building owners can use to create a more effective partnership. With an understanding that states and local regions sometimes can lack energy efficiency policies, this report outlines ways to go beyond what's required and move the efficiency discussion forward in expanding the resources available for energy efficiency upgrades.

Exploring Opportunities for Energy Efficiency as a Revenue Stream in the Forward Capacity Markets
Author: Terri Esterly, PJM Capacity Market Operations; Doug Hurley, Synapse Energy Economics Inc.
Publication Date: 2012
Presentation, Media, Transcript

Webcast on utility forward capacity markets and how energy efficiency programs may access these markets as a potential source of revenues.

Author: U.S. Department of Energy
Publication Date: 2012

A list of tips from Connecticut's Neighbor to Neighbor Energy Challenge for working with utilities to access energy usage data.

Author: 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

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.

Part III: Keeping it Going: Financing Options for your Clean Energy Programs
Author: Neelam Patel, U.S. Environmental Protection Agency; Pat McGuckin, The Cadmus Group, Inc.; Niko Dietsch, U.S. Environmental Protection Agency; Keith Canfield, Clinton Climate Initiative; James Christensen and Yvette Rincon, City of Sacramento, California
Publication Date: 2012
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Presentation 5, Presentation 6, Transcript

This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Yvonne Kraus of Conservation Services Group describes how program and utility partnerships can co-benefit each other.

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

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

Author: Climate Solutions
Publication Date: 2012

This report from Climate Solutions analyzes small- to medium-sized American cities that are using successful methods to further clean energy economic development. Better Buildings Neighborhood Program partners that are featured in the report include Bainbridge Island and Bremerton, Washington; Boulder, Colorado; Bedford, New York; Madison, Wisconsin; and Grand Rapids, Michigan. The report includes details on the how the featured cities funded their projects, found successful models to reach their goals, and to see which new projects are off to a promising start.

Author: RePower Bainbridge
Publication Date: 2012

The RePower programs in Washington State convened local community leaders, organizations, contractors, and program partners for a planning summit to consider the benefits and challenges of different business models for the post-grant period. Participants considered four models: non-profit organization, utility, county or city government, and private sector.

Author: Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date: 2012

Connecticut's Neighbor to Neighbor Energy Challenge's perspective on their partnership with Northeast Utilities.

Author: Cynthia Adams, Local Energy Alliance Program
Publication Date: 2012

Presentation that focuses on grantee program-utility partnership models from the programs perspective.

Author: Nikki Kuhn, Vermont Energy Investment Corporation
Publication Date: 2012

Presentation that focuses on grantee program-utility partnership models.

Author: IndEco Strategic Consulting Inc; Niagara Peninsula Energy Inc
Publication Date: 2012

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.

Author: U.S. Department of Energy
Publication Date: 2012

Better Buildings Neighborhood Program's suggestions for how to handle paper copies of utility bills.

Author: Pacific Northwest National Laboratory
Publication Date: 2012

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.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Will Ranes of RePower Kitsap discusses the importance of understanding your market, including being able to speak the language of utilities and other key players.

Author: U.S. Department of Energy
Publication Date: 2012

This document provides supplemental instructions for requesting, processing, and delivering electric and natural gas usage histories as required by the Better Buildings Neighborhood Program.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This report provides policymakers with principles and recommendations to understand and manage concerns about bill and rate impacts resulting from requiring utilities to provide efficiency programs.

Collaboration and Consensus Building in States to Support Energy Efficiency as a Resource
Author: Wally Nixon and Eddy Moore, Arkansas Public Service Commission
Publication Date: 2011
Presentation, Media, Transcript

This webinar presented the story of the successful stakeholder process in Arkansas which led to the state's 2007 "Quick Start" utility-administered energy efficiency programs, the expansion of Quick Start programs to comprehensive programs in 2009, and the adoption in 2010 of increasing annual energy efficiency goals for 2011-2013. General principles of a successful collaborative process by utilities, utility regulators, customers and customer groups, state agencies, energy efficiency and consumer advocates, and others was discussed.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This document provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

Author: Southwest Energy Efficiency Project
Publication Date: 2011

This report describes different approaches to energy efficiency finance taken by utilities.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This report provides data from nationwide utility customer satisfaction surveys and two case studies to encourage utilities to offer high-quality energy efficiency programs and services for their customers.

Author: Gary R. Myers, Poudre Valley Rural Electric Association
Publication Date: 2011

This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.

Author: Jerry Hanna, National Grid
Publication Date: 2011

Brief presentation on the experience of a Massachusetts energy utility, National Grid, with the Home Performance with ENERGY STAR program.

Partnering with Utilities Part 1 -- Successful Partnerships and Lessons from the Field
Author: Jennifer Clymer, ICF International; Philip LaMay, Allegheny County, Pennsylvania; Christian Williss, Denver, Colorado; Sharon Procopio, Denver, Colorado
Publication Date: 2011
Presentation, Media, Transcript

This webcast served as a roundtable for communities to describe successful partnerships between local governments and utilities that enabled the local governments to implement new clean energy programs or enhance existing ones.

Partnering with Utilities Part 2-Topics for Local Governments-Creating Successful Partnerships with Utilities to Deliver Energy Efficiency Programs
Author: 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
Presentation, Media, Transcript

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.

Author: Paul Cillo, Energy Efficiency Institute, Inc.
Publication Date: 2011

Presentation providing an overview of the PAYS financial model, including information on risks and how to manage them, and successful program examples using the PAYS model.

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

Sample business plan framework for a program seeking to operate as a marketing contractor to a utility.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This report helps policymakers understand how electric and natural gas utilities can achieve greater efficiency by establishing numeric energy savings targets and goals for energy efficiency programs.

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

This case study discusses strategies that Austin Energy, a municipally owned utility, used to collaborate closely with building contractors to launch a new Best Offer Ever promotion quickly and effectively.

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

Through its target audience research, Rutland, Vermont's NeighborWorks H.E.A.T. Squad learned that neighbors are the most trusted messengers of energy efficiency upgrade information, rather than governments or utilities.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This report describes how utility planning processes that allow demand-side resources to compete with supply-side resources can promote cost-effective energy efficiency.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2011

This report presents results, recommendations, and case studies of energy efficiency financing programs.

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

This peer exchange call summary focused on establishing the challenges, strategies and key topics related to working with utilities for future peer exchange calls.

Author: Kira Ashby, Consortium for Energy Efficiency; Monica Nevius, New York State Energy Research and Development Authority; Bruce Ceniceros, Sacramento Municipal Utility District
Publication Date: 2010

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.

Author: Emerald Cities Planning Committee
Publication Date: 2010

This guide to Community Workforce Agreements is an appendix to the Road Map to Emerald Cities and provides a framework to use an innovation on the traditional Project Labor Agreement to give life and meaning to the social compact.

Author: National Action Plan for Energy Efficiency
Publication Date: 2010

This fact sheet provides information about energy efficiency, explains how utility and state investment in energy efficiency helps consumers, and describes what to expect from utility or state efficiency programs.

Author: Lauren Swiston, Maryland Energy Administration
Publication Date: 2010

This presentation discusses workforce development experiences with residential energy efficiency programs in Maryland, including early successes, work with moderate-income populations, partnerships with utilities and colleges, challenges, and lessons learned.

Author: Consortium for Energy Efficiency
Publication Date: 2010

This guide provides background on the home improvement market in the U.S. and Canada and end users and systems in existing homes, as well as a description of energy efficiency program approaches and strategies.

Guidelines for Retrieving Customer Usage Data from Utilities
Author: U.S. Department of Energy
Publication Date: 2010
Presentation, Media, Transcript

This webcast presents the guidelines for retrieving customer usage data from utilities.

Author: Opinion Dynamics Corporation
Publication Date: 2009

This presentation shares the findings of research conducted to determine a customer base for energy efficiency improvements developed by the California Public Utilities Commission.

Author: National Action Plan for Energy Efficiency
Publication Date: 2009

This report considers consumers' perspectives on policy and regulatory issues associated with the administration of energy efficiency investments funded by ratepayers of electric and natural gas utilities.

Author: 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.

Author: National Action Plan for Energy Efficiency
Publication Date: 2008

Report describing a goal of achieving all cost-effective energy efficiency by 2025; presents ten implementation goals for states, utilities, and other stakeholders to consider to achieve this goal, and describes what 2025 might look like if the goal is achieved.

Author: National Action Plan for Energy Efficiency
Publication Date: 2007

This report describes the effects of utility spending on efficiency programs, how those effects could constitute barriers to investment in energy efficiency, and how policy mechanisms can reduce these barriers.

Author: KEMA Inc.
Publication Date: 2007

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.

Author: National Action Plan for Energy Efficiency
Publication Date: 2007

This report provides guidance on determining the efficiency potential in a utility footprint, state, or region; evaluating efficiency as a supply-side resource; and developing detailed efficiency program plans.

Author: U.S. Department of Energy; U.S. Environmental Protection Agency
Publication Date: 2007

This guide describes a structure and several model approaches for calculating energy, demand, and emissions savings resulting from energy efficiency programs that are implemented by cities, states, utilities, companies, and similar entities.

Author: U.S. Department of Energy
Publication Date: 2007

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

Author: National Action Plan for Energy Efficiency
Publication Date: 2006

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

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

Author: U.S. Department of Energy

These case studies highlight examples of participating contractors who have employed Home Performance with ENERGY STAR to help homeowners improve their home's comfort and lower their utility bills.

Develop processes to evaluate your organization’s strengths, weaknesses, and market position on a regular basis.

A comprehensive evaluation of more than 40 residential energy efficiency programs across the country found that programs were more successful when they provided customers with lists of pre-approved contractors. Customers can become overwhelmed when there are too many choices, and they need information to determine which contractors are qualified to do their home energy upgrade. To help customers distinguish among contractors and select the best for their project, many programs provide...

To develop strong and lasting partnerships, residential energy efficiency programs and their partners have identified shared goals and ways for partners to enjoy mutual benefits and advance each other’s missions. Robust partnerships take time to develop, and it helps to establish regular, consistent communication with partners by serving on steering committees or with stakeholder groups that meet regularly. Read more about how these strategies worked in the Better Buildings Residential...

With all the other things that compete for homeowners’ time and attention, programs that simplify the upgrade process for customers and streamline processes are the ones that get results. Programs can encourage and motivate action by making participation straightforward and easy and providing energy advisors to walk customers through the process. ...

A comprehensive evaluation of over 140 programs across the United States found that more successful residential energy efficiency programs offered multiple training opportunities to contractors, either by delivering training or engaging with local partners to offer training. Providing access to technical, sales, and program training can enhance assessment quality, improve sales, increase the rate of conversion from assessment to upgrade, improve quality control, and contribute to more...

Everyone likes to be recognized for their achievements; it motivates us to continue working hard. Likewise, contractors appreciate being recognized for their home performance accomplishments. Successful residential energy efficiency programs have found that giving awards for good contractor performance can help build trust, strengthen partnerships, and boost workforce morale. ...

The upfront cost of an energy upgrade can derail homeowners interested in home performance improvements.  One program strategy for making projects more affordable is to offer financing; however, complicated loan application and approval processes can cause delays. Streamlining the loan application process is an effective way to remove this process barrier. By reducing the number of requirements that homeowners must meet to secure a loan, and by accelerating loan application processing,...

Residential energy efficiency programs have found their marketing efforts are more successful when they craft their messaging to resonate with specific customer needs. A comprehensive evaluation of more than 140 programs across the United States found that programs had greater success when they identified and segmented primary target audiences within their target area and tailored outreach to those populations. ...

Financial incentives—from rebates to lower interest rates—can help residential energy efficiency programs attract customers’ attention. Deadlines can create a sense of urgency and motivate homeowners to action on home energy upgrades. Many programs successfully established time limits on financial incentives and saw participation dramatically increase. ...