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).

This brief characterizes and provides an update on the industry, as well as provides case studies illustrating the information publicly available about various types of experience with use of auto measurement and verification (M&V) tools.

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

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

This guidance document provides background and instructions for program administrators to use the data collected by smart thermostats to calculate energy savings for a program.

This paper examines criteria for a comparative assessment of multiple financing programs for energy efficiency, developed through a statewide public process in California.

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

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.

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.

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.

This report provides an annual savings claim summary and includes case studies and customer testimonials from homeowners, towns, and businesses that Efficiency Vermont served in 2016.

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.

This Better Buildings Residential Network Toolkit provides practical guidance and resources for residential energy efficiency programs to expand their understanding of evaluations and incorporate learning as a critical component of their analysis. By embedding learning into the evaluation process, programs are able to create a continuous cycle of planning and improvement that leads to greater overall program impact.

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

This issue brief covers the opportunities for Pay-for-Performance (P4P) efficiency programs to increase energy savings.

This report provides a comprehensive review and analysis of home energy upgrade programs with proven track records, focusing on those with robustly verified savings and constituting good examples for replication. This meta-analysis describes program models and implementation strategies for direct install upgrades; heating, HVAC replacement and early retirement; and comprehensive, whole-home upgrades.

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.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on innovative approaches to increase contractors' work quality through feedback reports and contractor ranking, decrease quality assurance costs through remote quality assurance, and improve contractor engagement. It features speakers from Consumers Energy, Enhabit, and DOE.

This study identifies actionable strategies and innovations to improve the multifamily program performance, realization rates, and overall program cost-effectiveness for both the residential and commercial sectors.

This comprehensive national guide provides a step-by-step process to apply the Resource Value Framework and allow jurisdictions to develop their own primary cost-effectiveness test -- the Resource Value Test. It provides guidance using lessons learned in state and local jurisdictions over 20 years.

This comprehensive national guide provides a step-by-step process to apply the Resource Value Framework and allow jurisdictions to develop their own primary cost-effectiveness test -- the Resource Value Test. It provides guidance using lessons learned in state and local jurisdictions over 20 years.

This presentation covers the National Standard Practice Manual (NSPM) which provides a comprehensive framework for cost-effectiveness assessment of energy resources, with a focus on energy efficiency. The manual describes the principles, concepts, and methodologies for sound, balanced assessment of resource cost-effectiveness.

This report identifies the states that are showing policy and institutional leadership in EM&V (evaluation, measurement, and verification). It also includes case studies and discusses major challenges facing the EM&V field.

This report identifies states that are leaders in EM&V (evaluation, measurement, and verification) and gives examples of what they are doing. It covers three topics that have recently received attention in the industry: deemed savings and technical reference manuals (TRMs), common practice baselines (CPBs), and advanced metering-based measurement and verification (M&V 2.0). It includes case studies for each topic and conclude with a discussion of major challenges facing the EM&V field.

This report for the Connecticut Energy Efficiency Board provides a review of best practices in impact evaluation, recommendations for calculating oil and propane savings, and discusses the impact evaluation findings for the Home Energy Services (HES) and Home Energy Services-Income Eligible (HES-IE) Programs. This best practices review provides an overview of key evaluation protocol and guideline documents.

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.

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

This paper provides background information and frames key discussion points related to advanced measurement and verification (M&V). The paper identifies the benefits, methods, and requirements of advanced M&V and outlines key technical issues for applying these methods. It presents an overview of the distinguishing elements of M&V 2.0 tools.

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.

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.

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.

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.

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.

This Technical Reference Manual (TRM) defines the consensus calculations of the electric and natural gas energy savings and the electric demand reductions, achieved from installing energy efficiency and renewable energy measures that are supported by Focus on Energy programs.

This summary from a Better Buildings Residential Network peer exchange call focused on how organizations can utilize energy modeling tools like the Asset Score for multifamily buildings into their program offerings, narrow the gap between predicted and actual energy savings, and use program data to increase program productivity and quality. It features speakers from Pacific Northwest National Laboratory, American Council for an Energy-Efficient Economy, and OptiMiser.

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

This document summarizes the findings of a Pacific Northwest National Laboratory analysis on how whole-building data aggregation thresholds statistically affect customer privacy.

This report identifies opportunities for Connecticut's Home Energy Solutions program (HES) to increase savings related to air sealing, duct sealing, and insulation.

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

The COOL SMART impact evaluation team conducted an in situ study of ductless mini‐split heat pumps (DMSHPs) in Massachusetts and Rhode Island. This report presents the consumption and savings analysis of the DMSHP study.

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

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.

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

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

This summary from a Better Buildings Residential Network peer exchange call focused on obtaining and using energy efficiency data through tools like the Green Button, smart connected thermostat pilots, and operational ratings of homes to evaluate and/or enhance programs.

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

This report presents the results of the evaluation of National Grid Rhode Island's 2014 EnergyWise program. EnergyWise is designed to achieve energy savings in single family (1-4 unit) residential homes by directly installing efficient lightbulbs and water heating measures, providing devices for homeowner use, and offering building shell retrofit rebates.

This paper presents the findings of market research performed to determine the potential options for packaged advanced measurement and verification (M&V 2.0) type software tools capable of evaluating residential energy efficiency programs. It describes the structure of the evaluation, including the process of establishing program goals, identifying a testbed energy efficiency program, and selecting a vendor. Last, the paper highlights lessons learned along the way.

This report provides the electric and natural gas impacts from the suite of National Grid Multifamily Retrofit Programs as determined through a billing analysis.

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.

This presentation discusses process management improvements that Arizona Public Service made to streamline their program and advance home energy upgrades.

This NEEP repository contains resources organized alphabetically by state in the Northeast and includes direct links to state Technical Reference Manuals and a list of known studies, reports, and evaluations as far back as 2004.

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

This report looks into residential lighting savings assumptions found in Technical Reference Manuals (TRMs) throughout the Northeast and Mid-Atlantic regions to understand what values were being used for key metrics such as hours of use, delta watt, and measure life.  It provides the opportunity to view completed Standardized Methods Forms to compare evaluation methodology and results.

This report summarizes the impact analyses of National Grid's and Eversource Energy's Home Energy Report (HER) programs. The evaluation team conducted three distinct impact analyses related to these HER programs: Cohort-Specific Impact Analysis; Mapping Analysis; and Dual Treatment Analysis.

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.

This report presents an analysis of data for residential single-family projects reported by 37 organizations that were awarded federal financial assistance (cooperative agreements or grants) by the U.S. Department of Energy’s Better Buildings Neighborhood Program. The report characterizes the energy-efficiency measures installed for single-family residential projects and analyzes energy savings and savings prediction accuracy for measures installed in a subset of those projects.

This handbook provides both a strategic planning framework and standard methodologies to determine the energy and non-energy benefits of benchmarking and transparency (B&T) policies and programs that have recently begun to proliferate in jurisdictions across the United States. The intent of this handbook is to provide a simple “how-to-guide” with very clear steps and data requirements for the primary analysis methods recommended for use by local jurisdictions wishing or needing to assess the impacts of their B&T policies.

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

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.

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

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

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

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

This technical reference manual provides detailed, comprehensive documentation of resource and non-resource savings corresponding to the Energy Efficiency Fund program and individual Conservation and Load Management (C&LM) program technologies.

This summary from a Better Buildings Residential Network peer exchange call focused on evaluation, measurement, and verification of predicted/modeled savings from home energy upgrades.

This Multifamily Technical Reference Manuals (TRMs) provide documentation for the Trust's calculation of energy and demand savings from energy efficiency measures.

This webinar covers an Evaluation, Measurement, and Verification (EM&V) 2.0 topic about savings measurement software that provides results in real time.

This guide provides recommended benchmarking metrics for measuring residential program performance.

This presentation focused on the Guide for Benchmarking Residential Program Progress with Examples and its step-by-step guidance for setting up an effective benchmarking process.

This summary from a Better Buildings Residential Network peer exchange call focused on standardization of effective practices across a program territory.

Information and communications technologies (ICT) can automate and transform the evaluation, measurement, and verification (EM&V) of energy efficiency programs. ICT enables the remote monitoring and sophisticated analysis of energy usage, increasing the speed and scale of many EM&V activities. This report reviews traditional EM&V practices, explores new enabling technologies including the Internet of Things and remote building analysis, and describes the application of ICT to each stage of the EM&V process. The report then projects ways forward through a number of challenges (e.g., data overload) and concludes that ICT-enabled EM&V could eventually change the design of efficiency programs and the responsibilities of program administrators, implementers, and evaluators.

Information and communications technologies (ICT) can automate and transform the evaluation, measurement, and verification (EM&V) of energy efficiency programs. ICT enables the remote monitoring and sophisticated analysis of energy usage, increasing the speed and scale of many EM&V activities. This report reviews traditional EM&V practices, explores new enabling technologies including the Internet of Things and remote building analysis, and describes the application of ICT to each stage of the EM&V process. The report then projects ways forward through a number of challenges (e.g., data overload) and concludes that ICT-enabled EM&V could eventually change the design of efficiency programs and the responsibilities of program administrators, implementers, and evaluators.

Home Performance with ENERGY STAR’s new HPXML Implementation Guide helps energy efficiency program administrators and software developers overcome fragmented data exchange by integrating HPXML (home performance extensible markup language) into their operations and products. HPXML is a set of common definitions for the attributes of home systems based on Building Performance Institute data standards and the computing language that facilitates the quick and easy transfer of home-related data between different markets.

This is a recording of a webinar from August 2015. Home Performance with ENERGY STAR hosted a panel on HPXML; the value it can bring to businesses and implementation methods. Interested organizations can use this resource to learn more about HPXML and its potential benefits.

Because of its potential to reduce customers’ first costs and leverage private funds, financing has been increasing in importance as a strategy for facilitating energy upgrades as program administrators seek to meet ambitious goals in a shifting energy efficiency landscape. This paper evaluates the experience of BBNP grantees to identify how programs can most effectively integrate loan offerings into their broader efforts to promote energy efficiency upgrades. The paper also identifies best practices from grantees’ experience related to integrating financing into program outreach and trade ally interactions.

This summary from a Better Buildings Residential Network peer exchange call focused on approaches to incorporate weather data into energy savings calculations.

This Technical Reference Manual (TRM) documents common assumptions for approximately thirty prescriptive electric energy efficiency measures savings.

The Recovery Act Evaluation was performed to provide information on the costs and benefits of WAP services in different parts of the country and for different types of housing. It was also performed to provide a comprehensive picture of the Program (including the characteristics of the clients, housing stock, and service providers), assess program administration, document experiences during the Recovery Act period, and conduct several special studies.

The Retrospective Evaluation was performed to provide information on the costs and benefits of WAP services in different parts of the country and for different types of housing. It was also performed to provide a comprehensive picture of the Program (including the characteristics of the clients, housing stock, and service providers) and assess program administration.

This study examined consumer awareness and opinions concerning the New Jersey Clean Energy Program (NJCEP). Research areas included New Jersey homeowners' awareness of NJCEP, an assessment of attitudes towards energy efficiency, the main benefits associated with energy efficiency, key drivers associated with purchasing energy efficient products, the best methods for increasing consumers awareness of NJCEP, and obstacles to implementing energy efficiency measures in the home.

The purpose of this report is to demonstrate the potential for HEMS as an evolving avenue to deeper residential energy savings, and it explains, in detail, the variations and characteristics of HEMS; what the market is and who the major market players are; what the major barriers to implementation look like; and finally, it attempts to outline potential program solutions with HEMS at the core of the strategy.

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

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.

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.

A number of states are beginning to recognize Demand Reduction Induced Price Effects (DRIPE) as a real, quantifiable benefit of energy efficiency and demand response programs. DRIPE is a measurement of the value of demand reductions in terms of the decrease in wholesale energy prices, resulting in lower total expenditures on electricity or natural gas across a given grid. This paper reviews the existing knowledge and experience from select U.S. states regarding DRIPE (including New York and Ohio), and the potential for expanded application of the concept of DRIPE by regulators.

New advanced Information and Communications Technologies (ICT) are pouring into the marketplace and are stimulating new thinking and a shift in the energy efficiency EM&V paradigm. These emerging technologies, including advanced data collection and analytic tools, are purported to provide timely analytics on program results and efficacy. This report reviews how new data analytic tools serve to help identify savings opportunities and engaging customers in programs like never before, and explores the potential for advanced data collection (e.g. AMI, smart meters) and data analytics to improve and streamline the evaluation process.

This article discusses the importance and value of evaluating energy efficiency financing programs.

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.

This paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.

This report details findings from the evaluation of the Colorado energy efficiency financing program.

This summary from a Better Buildings Residential Network peer exchange call focused on Better Buildings Residential Network members reporting upgrades and benefits.

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.

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.

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.

This Better Buildings Residential Network Partnerships Toolkit includes templates, tools, guides, and examples to help energy efficiency organizations engage in partnerships that leverage resources and strengthen their programs.

The Better Buildings Residential Network hosts a series of Peer Exchange Calls for members to discuss similar needs and challenges, and to collectively identify effective strategies and useful resources. This document provides a sample of lessons learned shared by members during Peer Exchange Calls held in fall 2014.

The study involved on-site visits to 180 single-family homes across Connecticut. The team assessed compliance with the weatherization standard using both the prescriptive and performance paths and made recommendations to improve program quality.

This summary from a Better Buildings Residential Network peer exchange call focused on energy modeling in multifamily homes.