Program Results (Volume 2) includes program impacts reports summarizing individual state and overall results of the State Energy Efficient Appliance Rebate Program (SEEARP)

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

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

This study documents the market valuation associated with the predominant green and energy efficiency home certifications used in the Northwest. Regional markets with a track record of including green building and energy efficiency information in MLS databases have lacked a recent, thorough, locally relevant analysis of the potential value of “higher performing” homes in current market conditions. Real property appraisers require a reliable, localized, granular analysis they can use in their home valuation calculations. The analysis contained in this report addresses this identified market need.

This report shares the results of a multiyear energy consumer research program. The findings and analysis point to important shifts and highlight growing opportunities for forward-thinking energy providers. Above all, they reinforce the importance of the digitally engaged consumer and the need for energy providers to stake their claims in the digital energy ecosystem.

This webcast discusses the value of energy efficiency in the real estate market.

This white paper provides energy efficiency program sponsors and other stakeholders in the home performance industry with methods to document efficiency improvements and incorporate them into the real estate value chain. Making information about energy efficiency improvements visible to home buyers and others involved in a home sale transaction will play a crucial role in ensuring that improvements are fairly valued at the time an existing home is sold.

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.

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 article presents the results of a household survey that showed many homeowners have not had an energy audit, and many of those who have, have not followed through with recommended upgrades.

Homebuyers are not only increasingly interested in high-performance homes, or homes incorporating green features, but they are also willing to pay more for them. This report finds that high-performance homes marketed with green features (such as a solar photovoltaic array or LEED certification) sell for a mean premium of 3.46 percent compared to homes without green features.

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

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

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 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 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.

This fact sheet outlines the opportunities and challenges to be considered in expanding energy efficiency in the affordable multifamily housing sector. Making affordable rental housing more energy efficient is a cost-effective way to reduce energy consumption, maintain housing affordability, create healthier and more comfortable living environments for moderate- and low income families, and reduce pollution.

Presents the loan loss reserve guidelines for the Arkansas Residential Energy Efficiency Loan Loss Reserve Program.

This webcast explores residential behavior-based energy efficiency programs and provides data to support issues and recommendations.

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.

During the 2014 legislative session, the Maryland General Assembly passed Senate Bill 985 (Chapter 365 of the 2014 Laws of Maryland) entitled “Maryland Clean Energy Center—Green Banks & Clean Bank Financing Study,” which directed MCEC to study the feasibility of developing a green bank for the State of Maryland. This study focuses primarily on the role of green banks in financing renewable energy and energy efficiency and on the potential need for a green bank in Maryland.

This presentation discusses Build It Green's new model for contractor engagement that provides more support to higher performing contractors and strategies the organization is using to address issues with contractor data reporting and tracking.

This report proposes a set of data elements that should be collected for each residential and non-residential project, including borrower, property, project, and financing information at the time of the installation.  The data set also includes post-installation information on the performance of both the financing and the project.  These data elements were selected based on an assessment of various data “users” (financial institutions, policy makers, vendors, program administrators, etc.) and their “uses” for the data (what questions would the users want the data to answer). The report also sets out the sources of the data and a methodology for collecting, managing and providing access to the data, and addresses privacy issues and the use of data anonymization and aggregation.

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.

This publication advances the growth of energy efficiency finance and renewable energy finance markets in the United States by providing industry news, building professional dialogue, and fostering innovation. The forum includes: original feature articles covering cutting-edge topics and conferences; a biweekly newsletter of curated and original content; online conversations among experts in the field; and opportunities to register for webinars and other events

This infographic illustrates program accomplishments between 2011 and 2014.

This webcast provides an overview of community-based social marketing and provides examples from programs that have used it.

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 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 blog provides six tips the home performance communications professionals can use to create a new or update an existing marketing plan.

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.

This webcast is part of a three-part series on communications strategies and methods. It focuses on how communities can effectively showcase the benefits and successes of a clean energy initiative to ensure additional funding opportunities, continued engagement, and sustained behavior change.

This presentation describes how APS' decision to switch to flexible requirements for energy assessment and modeling software and data transfer using HPXML standards reduced administrative time and improved contractor satisfaction.

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

This study assesses the benefits of adding health and home performance to a community health worker education program on asthma control in King County, Washington, from October 2009 to September 2010. The study compared group homes receiving community health worker education on health and home performance benefits and interventions with historical comparison group homes receiving only education on asthma control. Over the study period, the percentage of study group children with not-well-controlled or very poorly controlled asthma decreased more than the comparison group.

This form is used to itemize energy conservation measures as an eligibility requirement under Efficiency Maine's Home Energy Savings Program.

This report was prepared to provide an overview and analysis of results and lessons learned under Efficiency Vermont’s program from 2011-2013.  The aim was to explore the factors that motivate customers to initiate and complete retrofit projects, how have these factors influenced the growth and development of the program, and opportunities to update and evolve the program.

This summary report provides scientific results, lessons learned, and recommendations for driving energy efficiency in existing buildings on an urban scale. It includes program marketing lesson learned, such as: personal outreach and call to action events are critical marketing opportunities.

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

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

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.

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.

This report provides an overview of considerations for designing and implementing successful energy efficiency financing programs for existing buildings in the residential and commercial sectors. Information on key issues related to energy efficiency financing programs, guidance to existing resources that provide more in-depth financing program design and implementation information, and strategies for delivering broad customer access to attractive financing products that enhance customer capacity and willingness to invest in energy efficiency to address "first cost" barriers are included.

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

This webcast discusses evaluation of costs for energy efficiency measures.

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.

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

Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.

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 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.

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

This marketing plan describes a social mobilization approach that leverages social networking, including social media, and word-of-mouth marketing to raise awareness and drive customers to program services. It provides strategies and tactics to target audiences most likely to participate, building on market research and audience segmentation to develop a message platform specifically designed to address their key motivating factors and barriers.

This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

This paper presents obstacles to increasing lender and consumer participation in energy efficiency financing identified by a group of small to mid-size lenders, and offers recommendations to the energy efficiency community to foster growth in the market for energy efficiency financing.

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.

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

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

Example credit application from Fayette County Better Buildings.

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.

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).

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

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

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.

This blog summarizes how BetterBuildings for Michigan, a U.S. Department of Energy (DOE) Better Buildings Neighborhood Program partner, developed a "readiness scale" to help target communities by determining the factors that indicate whether homeowners in a particular area are really ready to commit to energy efficiency upgrades.

Defines key financing terms programs are likely to encounter when designing financing activities.

This paper found that improved health outcomes and more stable, productive homes in primarily African American, low-income neighborhoods are related to the mitigation of asthma triggers and home-based environmental health hazards and that upstream investments in low-income housing have the potential for generating sustainable returns on investment and cost savings related to improved health, productivity gains, and wealth retention due to energy conservation.

This checklist of minimum standards for residential energy efficiency contractors draws from several existing high-performing energy efficiency programs.

This report describes and monetizes numerous health and home performance benefits attributable to the weatherization of low-income homes by the U.S. Department of Energy’s (DOE) Weatherization Assistance Program (WAP).

This article from the Federal Trade Commission provides information for consumers on how to find a good contractor for a home improvement project.

This fact sheet, developed by the U.S. Department of Energy’s Weatherization Assistance Program (WAP), includes a comprehensive set of tools and resources aimed at enhancing the training and work quality standards to be utilized throughout the home energy upgrade industry.

Insights from Efficiency Maine related to Workforce Development.

This guide assists with developing an implementation plan for a Home Performance with ENERGY STAR program. It covers key elements of the plan, including the scope and objectives of the program and the policies and procedures that will ensure its success, including co-marketing and brand guidelines (section 1), workforce development and contractor engagement (section 3), assessment and report requirements (section 4), installation specifications and test-out procedures (section 5), and quality assurance (section 6).

The test referenced in this article found that the pronoun used in a call-to-action button can make a big difference in whether people click on the button or not.

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.

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

Illinois Home Performance provides co-branding opportunities for participating contractors, including co-branding on program marketing materials.

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.

Residential multifamily properties represent not only a significant share of the housing stock in the Northeast and Mid-Atlantic region, but a significant opportunity to capture energy efficiency savings through cost-effective retrofit measures. The nature of the multifamily housing stock Ð and, in particular, the small multifamily sector Ð creates a unique set of challenges that have until now largely stymied the retrofit market. Yet some successful models for reaching the small multifamily sector have begun to emerge. This paper is meant to inform energy efficiency stakeholders and policymakers about best practices gleaned from examining existing programs and policies addressing energy efficiency in the small multifamily housing market; to identify continuing gaps in the ability to penetrate that market to an even greater extent; and to present recommendations for programs and policies that may hold the promise of additional energy savings.

The report, the second in a series of reports on smart meters, presents concrete examples of findings from behavior analytics research using data that are immediately useful and relevant, including proof-of-concept analytics techniques that can be adapted and used by others, novel discoveries that answer important policy questions, and guidelines and protocols that summarize best practices for analytics and evaluation.

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

Bill insert used by JEA to advertise their energy efficiency program.

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

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

This paper is a review of recent studies that have explored relationships between mental health and how this may be affected by poor home performance, specifically living in cold and damp homes. This research focuses on intervention studies in which heating and insulation improvements were carried out and impacts on well-being assessed.

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

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.

This webcast discusses the savings and cost-effectiveness of home energy reports programs.

This presentation describes the financial data Michigan Saves tracks and how the program uses the data to inform program implementation.

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

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