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 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 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 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.

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 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 presentation covers how the City of Columbia, Missouri, is going deeper with their data to shape how all members of their community use energy. It also shows CoMO Energy Challenge's custom data mapping tool.

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 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.

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

SWEPCO's Authorization to Release Information Form is used to release a customer's historical electric usage to a gridSMART Network Contractor.

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.

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.

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 webinar covers evaluation, measurement and verification (EM&V) for energy efficiency programs and projects. In addition, it covers key areas such as savings estimates and how energy savings are measured.

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

The Building Energy Data Exchange Specification (BEDES, pronounced "beads" or /bi:ds/) is designed to support analysis of the measured energy performance of commercial, multifamily, and residential buildings, by providing a common data format, definitions, and an exchange protocol for building characteristics, efficiency measures, and energy use.

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.

This online tool was designed to help Americans save money and energy by improving the energy efficiency of their homes through recommended, customized, and prioritized home improvement projects. The tool guides homeowners through a do-it-yourself energy assessment to create an ENERGY STAR home profile. Based on the newly created profile, the tool provides customized, prioritized recommendations for improvements. From these recommendations, users can create their own to-do lists of projects and update their home profiles over time as they make improvements. The home profiles can also be printed and used as a marketing advantage when homeowners sell their homes.

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.

Take you on a tour of the U.S. Department of Energy’s Better Buildings Residential Program Solution Center content and functionality and explore how you can use the Solution Center to help design, implement, and evaluate residential energy efficiency programs. Program examples focus on contractor engagement and workforce development. Learn how to 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, and refining program processes over time.

National Housing & Rehabilitation Association has collected a number of energy efficiency factsheets and resources on their Preservation Through Energy Efficiency Initiative Library.

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.

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

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.

This resource, provided by DOE, presents energy market information to help state and local governments plan and implement clean energy projects. The resource also includes a local energy toolbox that provides a cataloged, customizable list of actions to help local communities make strategic energy decisions.

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.

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

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.

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.

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

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.

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.

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 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.

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.

This presentation summarizes the non-energy benefits of energy efficiency, and how they can be used to drive uptake of energy efficiency measures. State examples are included.

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.

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.

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.

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

The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.

SEEA created this document to inform the planning, design and delivery of early-stage energy efficiency programs in the Southeast. This document captures general concepts essential to the successful development and implementation of robust program portfolios, as well as lessons learned from prior experience on the regional and national levels.

This guide is designed to serve as a "how-to" reference for island communities (or small, similarly sized, more isolated communities) that want to develop and implement a residential energy-efficiency and conservation program. The purpose of this guide is to help communities chart a course for successful program development based on the lessons learned during implementation and operation of RePower Bainbridge, an energy-efficiency program on Bainbridge Island, Washington.

This report builds and expands off of previous research by collecting and evaluating data from 800 Illinois Home Performance (IHP) retrofits. This study investigates homeowner measure package choices in the Illinois Home Performance with ENERGY STAR® (IHP) program compared to cost-optimal choices determined through Building Energy Optimization (BEopt™) modeling software.

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.

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.

This publication presents examples of the value that insights from behavior analytics can provide to programs (as well as pointing out its limitations).

This report analyzes four home energy report programs, and presents key insights about the long-term savings implications of these programs beyond the first years of operation and after the programs concluded.

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.

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

This presentation provides an overview of the results and lessons learned from 41 community partners that participated in the Better Buildings Neighborhood Program. It also provides an overview of the Better Buildings Residential Program Solution Center.

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.

The Standard Energy Efficiency Data (SEED)™ Platform is a software application that helps organizations easily manage data on the energy performance of large groups of buildings. Users can combine data from multiple sources, clean and validate it, and share the information with others. The software application provides an easy, flexible, and cost-effective method to improve the quality and availability of data to help demonstrate the economic and environmental benefits of energy efficiency, to implement programs, and to target investment activity.

Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.

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

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.

This report demonstrates the results achieved to date by the Southeast Energy Efficiency Alliance. It highlights the experiences of Consortium programs, their successes driving further investments in energy efficiency improvements, and the challenges that hindered their progress. It also details the infrastructure, resources, and opportunities that support the deployment of energy efficiency programming, and the approaches that the Consortium has found best suited to the region.

This resource is designed to help new users to ENERGY STAR Portfolio Manager get started with benchmarking.

Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.

This study examines actual loan performance data obtained from CoreLogic, the lending industry’s leading source of such data. To assess whether residential energy efficiency is associated with lower default and prepayment risks, a national sample of about 71,000 ENERGY STAR and non-ENERGY STAR-rated single-family home mortgages was carefully constructed, accounting for loan, household, and neighborhood characteristics. The study finds that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

This report presents impact evaluation results for the Energy Savers program for large multi-family buildings. The Energy Savers program is run by CNT Energy and Community Investment Corporation. Initiated in January 2008 and now in its fifth year of existence, the Energy Savers program involves a variety of services to promote energy efficiency improvements for multi-family residential buildings of 5-50 units in the affordable housing market segment.

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

This study looks at evidence of capitalization of energy efficiency features in home prices using data from real estate multiple listing services (MLS) in three metropolitan areas: the Research Triangle region of North Carolina; Austin, Texas; and Portland, Oregon. These home listings include information on Energy Star certification and, in Portland and Austin, local green certifications. Our results suggest that Energy Star certification increases the sales prices of homes built between 1995 and 2006 but has no statistically significant effect on sales prices for newer homes.

This presentation answers the questions of why and how to quantify the air quality impacts of energy efficiency policies and programs.

This report provides an introduction for air quality regulators to data sources and methods for quantifying the air quality impacts of energy efficiency policies and programs.

This interim evaluation report examines the design, delivery, and market effects of each of the Southeast Energy Efficiency Alliance's (SEEA) thirteen sub-grantee programs and identifies opportunities to increase each program's success, and quantifies and verifies the energy savings achieved through the programs' funded home energy improvements and the cost-effectiveness of those savings.

The Small Town Energy Program (STEP) toolkit gives a complete overview of STEP from planning to implementation. It also includes access to a wide variety of materials developed by the program, including: local asset materials, partner materials, personnel materials, program administrative materials, outreach materials, and surveys. STEP has posted these toolkit documents with the hope that it will assist other small towns and communities in building and running more energy efficiency programs.

This presentation cover how and where air quality regulators and others can find information to support the use of energy efficiency to achieve emissions reductions and other co-benefits. Resources covered include a report by the Regulatory Assistance Project (RAP) on energy efficiency data sources for air regulators and the Regional Energy Efficiency Database (REED).

The State and Local Energy Efficiency Action Network (SEE Action) Evaluation, Measurement, and Verification (EM&V) Resource Portal serves as an EM&V resource one-stop shop for energy efficiency program administrators and project managers. The resources focus on tools and approaches that can be applied nationwide, address EM&V consistency, and are recognized by the industry.

This report provides a set of model protocols for determining energy and demand savings that result from specific energy efficiency measures or programs. The methods described are among the most commonly used approaches in the energy efficiency industry for certain measures or programs; they draw from the existing body of research and best practices for energy efficiency evaluation, measurement, and verification (EM&V).

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.

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.

In this video interview segment, Marty Treadway of Energy Smart Colorado discusses how to avoid contractor frustration by testing data collection tools before deployment.

This document provides sample policy language based on a synthesis of existing state and local policies, and discussion on key provisions, for the design of a commercial benchmarking and disclosure policy.

This presentation explains the pro forma spreadsheet used by Virginia's Local Energy Alliance Program to evaluate program impact.

This peer exchange call summary focused on how to calculate and communicate program activities and results.

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

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).