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Author: American Council for an Energy-Efficient Economy
Publication Date: 2018

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

Author: Bay Area Regional Energy Network
Publication Date: 2017

This business plan outlines the Bay Area Regional Energy Network's (BayREN) ten-year vision, with goals, strategies, and tactics to increase the access and availability of energy efficiency services to a broad range of ratepayers and sectors, including moderate income residents, multifamily property owners, small and medium commercial businesses, and local government municipalities.

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

This summary from a Better Buildings Residential Network peer exchange call focused on using tailored messaging and approaches to meet the unique needs of families. Building Doctors is the featured speaker.

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

This summary from a Better Buildings Residential Network peer exchange call focused on home energy reports to inform homeowners about their home energy use and use of customer research and segmentation to improve the results from these reports. Speakers include Opinion Dynamics and Pacific Gas & Electric.

Author: Noah Proser, Pacific Gas and Electric Company
Publication Date: 2017

This presentation describes how PG&E is using advanced metering infrastructure (AMI) to enhance their advanced home upgrade whole-house retrofit program, on-bill financing, and residential pay for performance (P4P) program.

Author: California Delivers
Publication Date: 2017

As California moves forward with implementation of new energy efficiency targets in the residential sector, California Delivers offers this background resource for journalists. It includes: an overview of CaliforniaÕs energy efficiency targets and state/federal efficiency programs; a review of barriers to efficiency investments in low-income multifamily housing and strategies to overcome them; relevant facts, figures, and definitions; and a list of experts available for interview.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2017

This presentation covers details of an in-store market test for Super-Efficient Dryer (SED) marketing collateral. Five different marketing message concepts were created based on previous consumer research. The concepts include: an image, a headline of the key benefit, and a brief product description to drive credibility.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2017

This presentation covers details of an in-store market test for Super-Efficient Dryer (SED) marketing collateral. Five different marketing message concepts were created based on previous consumer research. The concepts include: an image, a headline of the key benefit, and a brief product description to drive credibility.

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

This summary from a Better Buildings Residential Network peer exchange call focused on behavior change program design and design thinking to increase program reach. It features speakers from See Change Institute, Efficiency Vermont, and Navitas Partners, Inc.

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: Pacific Gas and Electric Company
Publication Date: 2017

This business plan outlines Pacific Gas and Electric Company's (PG&E's) high-level approach to achieving state energy efficiency policy goals through 2025.

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: Claire Miziolek, Northeast Energy Efficiency Partnerships, Inc.; Joe Loper, Itron; Abigail Daiken, U.S. Environmental Protection Agency; Richard Counihan, Nest Labs; Nkechi Ogbue, ecobee
Publication Date: 2017

This presentation covers control technologies, such as smart thermostats, and the opportunities they provide for program evaluation, monitoring and verification.

Author: Southern California Edison Company
Publication Date: 2017

This business plan is organized into nine chapters. Chapter I provides background on the business plan concept and describes the organization of Southern California Edison Company's (SCE's) plan. Chapter II presents SCE's vision of EE in California, including discussion of important policy issues. Chapter III provides a summary of SCE's proposed EE portfolio including: SCE's vision and goals; drivers of EE; high-level strategies to achieve its vision; how SCE will comply with the requirements for statewide administration and third-party solicitations; key portfolio data such as budget, forecast energy and demand savings, cost-effectiveness; and proposed metrics.

Author: Southern California Gas Company
Publication Date: 2017

This business plan introduces Southern California Gas Company (SoCal Gas) and the company's vision and goals. It provides detailed strategies and approaches for achieving goals, as well as budgets for activities.

Author: Tim Guiterman, EnergySavvy; Jeff Perkins, ERS
Publication Date: 2017

This presentation describes how programs have leveraged data to increase program energy savings, with a spotlight on advanced and real-time monitoring and verification (M&V 2.0), contractor scorecards, and intelligent quality assurance (QA) and monitoring.

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

This summary from a Better Buildings Residential Network peer exchange call focused on best practices on upgrades for zero energy ready homes. Speakers include  Florida Solar Energy Center and BIRAenergy.

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: National Association of State Energy Officials
Publication Date: 2016

This report examines how State Energy Offices and state-level partners are supporting growth and uptake of Commercial Property Assessed Clean Energy (C-PACE) financing around the country. The report offers examples, insights, and strategies for State Energy Offices, green banks, state financing agencies, and other public and private entities to catalyze, accelerate, organize, and expand C-PACE markets.

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

This summary from a Better Buildings Residential Network peer exchange call focused on how home energy upgrade programs can interact and connect with the real estate market.

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

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

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

Author: California Central Coast Regional Energy Network
Publication Date: 2016

This business plan outlines California Central Coast Regional Energy Network's (3C-REN) core design elements - the crucial component of a phased implementation approach to overcome potential barriers, forecasted budget requirements - and shows how measuring success with a comprehensive set of metrics and tools will lead to the anticipated program improvement outcomes and market transformation goals.

Author: Opinion Dynamics Corporation
Publication Date: 2016

The presentation covers evaluation findings from California’s Statewide Marketing, Education and Outreach (SW ME&O) program.

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: Opinion Dynamics Corporation
Publication Date: 2016

The purpose of this study is to document the effects of California’s Statewide Marketing, Education and Outreach (SW ME&O) program. The primary objective of this study is to assess the effectiveness of SW ME&O efforts overall, as well as against established performance metrics.

Author: Opinion Dynamics Corporation
Publication Date: 2016

The presentation covers evaluation results and recommendations for California’s Statewide Marketing, Education and Outreach (SW ME&O) program.

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

This summary from a Better Buildings Residential Network peer exchange call focused on communicating non-energy benefits that homeowners and building owners are most interested in. Speakers include Elevate Energy, Green & Healthy Homes Initiative, and Skumatz Economic Research Associates, Inc.

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

This summary from a Better Buildings Residential Network peer exchange call focused on how home energy upgrades can support electric vehicle adoption.

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

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing.

Author: E4TheFuture; Environmental Entrepreneurs (E2)
Publication Date: 2016

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

Author: EMI Consulting
Publication Date: 2016

This report presents the process evaluation results on the statewide Home Upgrade Program and includes findings on program operations, participant engagement, non-energy impacts, contractor characteristics, and contractor-customer interactions.

Author: DDB
Publication Date: 2016

This presentation covers Energy Upgrade California marketing plan to educate and empower businesses and consumers across the state of California to promote energy efficient practices and product.

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

This summary from a Better Buildings Residential Network peer exchange call focused on combining energy and water conservation services.

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

This summary from a Better Buildings Residential Network peer exchange call focused on effective messages to motivate homeowners to undertake upgrades over time.

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

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

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

Energy retrofits can harm or help resident health. Beyond preventing harm, this presentation covers how to use energy retrofits as an opportunity to improve the lives of your building residents and the surrounding community. It focuses on different ways that organizations are using energy efficiency to improve their communities through positive health outcomes and job creation.

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

Better Buildings Home Upgrade Program Accelerator partners, Build It Green, Enhabit, and NeighborWorks of Western Vermont, discussed steps for streamlining program processes, and strategies to improve data management, contractor relationships, and customer experiences. Tools and resources were presented as examples of how these ideas can be implemented in programs across the country.

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

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

Author: NMR Group, Inc.
Publication Date: 2016

This report for the Connecticut Energy Efficiency Board documents the difficulties that evaluators and programs in Connecticut faced in conducting evaluation studies and makes recommendations for improving data quality and consistency.

Author: Rocky Mountain Institute; Building Performance Institute
Publication Date: 2016

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

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

This summary from a Better Buildings Residential Network peer exchange call focused on how to assess, reassess, and initiate organization partnerships.

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: State and Local Energy Efficiency Action Network
Publication Date: 2016

This guide for states highlights energy efficiency as a least-cost strategy to meet air pollution reduction and other policy objectives, including energy affordability and reliability. It presents established policy and program “pathways” to advance demand-side energy efficiency.

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

This multifamily showcase project profiles the significant energy improvements as well as annual energy savings of 20 percent and cost savings of $68,000 at Los Robles Apartments located in Union City, CA. Los Robles was one of the first Low Income Housing Preservation and Residential Homeownership Act (LIHPRHA) projects in the country to leverage Low-income Housing Tax Credits (LIHTC) and private capital to finance comprehensive energy- and water-efficiency retrofits.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2016

Home energy management systems (HEMS) continue to present a unique opportunity and challenge. While energy savings have been documented for many HEMS, some of the most promising opportunities from these devices and systems can be found in the internet of things (IoT) and smart home technologies. This report presents market updates, a regional goal, and strategies to drive market transformation and achieve the many benefits from HEMS and the Smart Energy Home.

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

This summary from a Better Buildings Residential Network peer exchange call focused on strategies for scaling up and growing residential energy efficiency programs or contracting businesses. It covered PG&E's Residential Energy Efficiency Program's Pay for Performance (P4P) program. It also covered priority areas to consider when scaling up a program, such as contractor sales and marketing training and maintaining quality.

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

This summary from a Better Buildings Residential Network peer exchange call focused on changes and trends in the market for home energy upgrades.

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

This document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.

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

This case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.

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

This summary from a Better Buildings Residential Network peer exchange call focused on community-based outreach and organizing strategies to market home energy assessments and upgrades.

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

Energy efficiency collaboratives vary greatly and are typically designed for a specific jurisdiction, making them hard to compare side by side. This guide seeks to highlight a few common elements and draw conclusions on the overall effectiveness of specific characteristics of collaboratives. This guide defines and examines four different types of collaboratives in terms of their origin, scope, decision-making method, membership, duration, available resources, and how they interact with and influence their respective commissions.

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

The Guide to Action provides in-depth information about over a dozen policies and programs that states are using to meet their energy, environmental, and economic objectives with energy efficiency, renewable energy, and combined heat and power. Each policy description is based on states’ experiences in designing and implementing policies, as documented in existing literature and shared through peer-exchange opportunities provided to states by EPA’s State Climate and Energy Program.

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: 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: 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: Multifamily Subcommittee of the California Home Energy Retrofit Coordinating Committee
Publication Date: 2015

The MF HERCC Recommendations Report 2015 Update expands the 2011 publication, and delivers explicit and refined recommendations for multifamily energy efficiency program administrators and implementers.

Author: Energy Efficiency For All
Publication Date: 2015

This guide identifies 12 best practices for policymakers, regulators, and program administrators to help building owners invest to increase the energy efficiency of multifamily affordable housing.

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

This summary from a Better Buildings Residential Network peer exchange call focuses on how mentoring on sales skills and business management helped one contractor increase sales and become more profitable. The call also covered top tips for supporting contractors, such as helping contractors develop systems to be more efficient in completing projects and creating a service plan with customers for additional improvements in the future.

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.

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

This report provides an overview of credit enhancements available, such as loan loss reserves, loan guarantees, debt service reserve funds, and subordinated capital. It also discusses key issues related to credit enhancement, examples of how others have successfully implemented credit enhancements as part of their energy efficiency financing programs, and additional information on existing resources that provide further information on credit enhancement design and implementation.

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 Cost-Effectiveness Testing
Author: Snuller Price, Energy and Environmental Economics, Inc.; Tim Woolf, Synapse Energy Economics; Tom Eckman, Northwest Power and Conservation Council; Sami Khawaja, The Cadmus Group, Inc.; Steven Schiller, Schiller Consulting, Inc.
Publication Date: 2014
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Presentation 5, Media

This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs. It also covers key drivers in the cost-effectiveness results and cost-effectiveness tools developed for the U.S. Department of Energy.

Author: Energy Upgrade California
Publication Date: 2014

This plan outlines a brand and marketing strategy to establish Energy Upgrade California as California's central energy management brand and motivate residential and small business energy consumers to take action to better manage their energy use through the brand's comprehensive statewide marketing, education, and outreach campaigns.

Author: Energy Upgrade California
Publication Date: 2014

This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.

Author: Community Development Department of the Federal Reserve Bank of San Francisco
Publication Date: 2014

There are more than 17 million multifamily households nationwide, yet they remain a significant and mostly untapped opportunity for energy efficiency gains. Many cities and states that have embraced energy retrofitting as a job creator and boon to both the environment and economy have yet to address potential savings in multifamily properties, primarily because of obstacles not faced by single family and commercial properties. This paper discusses two barriers -- a lack of information and financing -- that stand in the way of multifamily energy retrofits.

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: 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.

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

This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.

Author: Opinion Dynamics Corporation
Publication Date: 2013

This study of Energy Upgrade California aims to: establish baseline consumer brand awareness; understand consumer associations with the brand; and understand consumer awareness of energy management and bill savings opportunities and barriers to taking action on those opportunities.

Author: Extractable
Publication Date: 2013

This study reviews consumer-facing energy-focused websites and their related assets to provide a comprehensive roadmap for website development to transform and optimize the Energy Upgrade California web portal to better support the program efforts facilitating consumer and small business participation.

Author: University of North Carolina Center for Community Capital - Institute for Market Transformation
Publication Date: 2013

Study examining actual loan performance data to assess whether residential energy efficiency is associated with lower default and prepayment risks. Results show that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

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: Lawrence Berkeley National Laboratory
Publication Date: 2013

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

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

This summary from a Better Buildings Residential Network peer exchange call focused on the strategies and challenges of using holidays and other seasonal events to market energy assessments and upgrades.

Author: Green For All
Publication Date: 2013

This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.

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

This peer exchange call summary focused on strategies, opportunities and focuses on shared space and technology in multi-family buildings and in-unit upgrades.

Author: Pacific Northwest National Laboratory
Publication Date: 2012

This report contains information on the market for home performance upgrades and the opportunities that exist for new home performance contractors; start-up needs and costs for firms entering the home performance contracting industry; home performance business approaches; and how established home performance contractors attract customers. It also contains detailed profiles of eight successful home performance firms across the United States.

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

This report contains guidance on issues and policy options related to providing access to customer energy use information that can be used to support and enhance the provision of energy efficiency services while protecting customer privacy.

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: Adrianna Masuko, City of San Jose, California
Publication Date: 2012

Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.

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

This peer exchange call summary focused on raising awareness and integrating the value of energy efficiency into transactions with the real estate sector.

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: California Center for Sustainable Energy; Home Performance Resource Center
Publication Date: 2012

This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.

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

This report provides information on how access to energy use data can help local governments create policies for benchmarking and disclosing building energy performance for public and private sector buildings.

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

This report provides information on how energy use data access can help state governments lead by example through benchmarking and disclosing results and implement benchmarking policies for the private sector.

Author: Steve Culbertson, BKi
Publication Date: 2012

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

Author: 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.

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

This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.

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

Story on how California homeowners are learning about energy efficiency by touring demonstration homes.

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

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

Author: Regional Climate Protection Authority
Publication Date: 2012

Mission, goals and objectives of the Regional Climate Protection Authority.

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

This peer exchange call summary focused on the advantages, challenges, creation and management of regional networks.

Author: Los Angeles County, California
Publication Date: 2012

This final report for the Retrofit LA Program includes activities, metrics, accomplishments.

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: The Rockefeller Foundation
Publication Date: 2012

This paper establishes the size of the potential retrofit market in the United States, and examines the emergence of new financing models that offer the promise of overcoming historical barriers to energy efficiency.

Author: World Resources Institute
Publication Date: 2011

Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.

Author: U.S. Environmental Protection Agency
Publication Date: 2011

This U.S. Environmental Protection Agency resource is intended to help state and local governments design finance programs for their jurisdiction. It describes financing program options, key components of these programs, and factors to consider as they make decisions about getting started or updating their programs.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2011

This report provides state and local policymakers with information on successful approaches to the design and implementation of residential efficiency programs for households ineligible for low-income programs.

Author: Energy Upgrade California
Publication Date: 2011

Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.

Author: Energy Upgrade California
Publication Date: 2011

This Los Angeles County, California, presentation shares how to build broad, positive awareness of and support for programs; gain the tools and resources to align and coordinate marketing efforts; and increase flexibility and responsiveness in messaging and scope.

Financial Program Management for Continuous Improvement
Author: U.S. Department of Energy
Publication Date: 2011
Media, Transcript

This webcast discussed financial program management.

Financing Programs: RFP & Contract Terms and Conditions
Author: U.S. Department of Energy
Publication Date: 2011
Presentation, Media, Transcript

This webcast discusses financing program RFPs and contract terms and conditions.

Leveraging EPA's Portfolio Manager in Benchmarking and Disclosure Policy
Author: U.S. Department of Energy
Publication Date: 2011
Presentation

This webinar highlights the best practices of state and local benchmarking and disclosure policies. It discusses benchmarking and its place in the larger context of energy management planning and explores in detail some of the choices governments face when implementing these policies.

Author: Energy Upgrade California
Publication Date: 2011

Example loan loss reserve fund agreement.

Author: Energy and Environmental Economics
Publication Date: 2011

This report provides an overview of residential customer information and behavior efficiency programs, and identifies key challenges to and solutions for increasing the penetration of these programs nationwide.

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: Chris Lohmann, U.S. Department of Energy
Publication Date: 2011

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

Author: Bonneville Power Administration
Publication Date: 2011

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

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

This report presents the results of a scoping study to assess the need for national databases that can support best practices in energy efficiency program evaluation, measurement, and verification (EM&V).

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

This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.

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

This peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger programs.

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: Merrian Fuller, Lawrence Berkeley National Laboratory
Publication Date: 2010

Presentation describing on-bill repayment programs and providing financing lessons learned.

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

This report presents best practices for operating successful portfolio-level efficiency programs, including assessing efficiency potential, cost-effectiveness screening, and developing a portfolio of approaches.

Author: Community Benefits Law Center
Publication Date: 2010

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

Author: Los Angeles County, California
Publication Date: 2010

Sample script Los Angeles County used to survey homeowners about energy issues.

Author: Fairbank, Maslin, Maullin, Metz & Associates
Publication Date: 2010

This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.

Author: Los Angeles County, California
Publication Date: 2010

Los Angeles County presented its market research analysis.

Author: Los Angeles County, California
Publication Date: 2010

This report describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics. The study results were used for program design and to design and support marketing and outreach campaigns that encouraged energy upgrades

Author: U.S. Department of Energy
Publication Date: 2010

This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.

Marketing and Marketing & Outreach Collaborative Intro, November 2, 2010
Author: Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date: 2010
Presentation

Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.

Author: California Institute for Energy and Environment
Publication Date: 2009

This report examines how to influence customer behavior and choice.

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 summarizes the issues and approaches involved in motivating customers to reduce the total energy they consume through energy prices and rate design.

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: National Action Plan for Energy Efficiency
Publication Date: 2009

This report summarizes the scale and economic value of energy efficiency for reducing carbon emissions and discusses barriers to achieving the potential for cost-effective energy efficiency.

Author: Environmental Defense Fund
Publication Date: 2009

Report that identifies and evaluates the sufficiency of available financing options to help low-income populations, particularly communities that have been historically overburdened by air pollution (i.e., "environmental justice communities"), invest in resource-saving measures, such as energy efficiency and water conservation.

Author: California Institute for Energy and Environment
Publication Date: 2008

This report provides an overview of market segmentation purpose, examples and methodologies.

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: National Action Plan for Energy Efficiency
Publication Date: 2007

This report describes the key issues, best practices, and main process steps for integrating energy efficiency into resource planning on an equal basis with other resources.

Author: APPRISE Inc.
Publication Date: 2007

The purpose of this study is to furnish comprehensive information on ratepayer-funded low-income energy programs. This study includes information on and analysis of the energy needs of low-income households, the legal and regulatory framework supporting ratepayer-funded programs, program design options, and the findings from evaluations of program effectiveness.

Author: KEMA Inc.
Publication Date: 2006

This paper presents the results of a comprehensive study of the energy-related needs of CaliforniaÕs low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.

Author: KEMA Inc.
Publication Date: 2006

This paper presents the results of a comprehensive study of the energy-related needs of California’s low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.