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.

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

This evaluation and research plan sets out a proposed process for establishing and executing a detailed evaluation and research plan for New Jersey's Clean Energy Program.

This presentation provides an overview of New Jersey Clean Energy's approach to contractor engagement, including contractor participation requirements, procedures for quality assurance and quality control, production incentives, training procedures, and an online contractor portal.

This memo provides a review of the New Jersey Comfort Partners Energy Saving Protocols, recommends changes to the calculations and additional calculation protocols for measures not included, and calculates engineering estimates for those proposed energy savings formulas.

This study is a review of non-energy benefits related to residential weatherization programs. The study estimates the value, in dollar and percentage terms, of non-energy benefits from weatherization programs, and summarizes the ranges and typical values for non-energy benefits. Recommendations for a non-energy benefits strategy for Maryland are provided.

This study is a review of non-energy benefits related to residential weatherization programs. The study estimates the value, in dollar and percentage terms, of non-energy benefits from weatherization programs, and summarizes the ranges and typical values for non-energy benefits. Recommendations for a non-energy benefits strategy for Maryland are provided.

This report presents findings from the Energy Forward Consumer Messaging Study. The purpose of this study is to assess
whether Northwest Energy Efficiency Alliance can deploy the Energy Forward mark as a platform or parent brand for all of its
initiatives.

This report is a comprehensive research study of energy efficiency in Northwest residential buildings. It includes a metering study, a single-family report, a manufactured homes report, and a multi-family report. In addition, it includes state-by-state energy use reports, as well as end-use consumption data.

Multifamily affordable housing is full of untapped energy efficiency potential. This overview provides context and best practices for creating effective programs to capture this potential. With a better understanding of these considerations, stakeholders can start to build a more robust network of leaders and practitioners in affordable multifamily housing and realize the vast environmental, economic, and social potential of delivering energy efficiency for all.

Energy Trust of Oregon analyzes customer perceptions about energy efficiency.

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

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

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 webcast provided an overview to the PowerSaver Loan; described the role of financing in home energy efficiency projects and examples of program's experience; introduced how DOE program sponsors and partners can utilize PowerSaver to offer affordable energy efficiency loans to homeowners; and discussed options, strategies and next steps for interested programs to partner with participating PowerSaver lender(s).

This fact sheet describes the PowerSaver loan program, including benefits, eligible improvements, and requirements.

Multifamily housing retrofits provide a rich opportunity to reap energy efficiency (EE) savings. Despite this opportunity, the multifamily market has not captured investment needed to realize the energy savings, and the affordable housing sector faces additional investment barriers. This paper makes the case for the implementation of energy retrofits in affordable multifamily buildings by presenting the non-energy benefits (NEBs) associated with such upgrades.

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.

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.

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

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

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

This report explores energy efficiency programs that target deep energy savings through substantial improvements to existing residential buildings.

This guide/toolkit provides step-by-step recommendations on how policymakers can go about devising successful energy disclosure policies. It discusses the who, what, where, when, why, and, most importantly, how, for creating disclosure policies for the residential sector.

Given the many priorities state and local governments and residents face following a disaster, integrating energy efficiency and resiliency into residential rebuilding can be a challenge. Fortunately, research into state experience with energy-efficient and resilient rebuilding in the residential sector has revealed several key strategies that other state and local communities can employ to mitigate the impacts of a natural disaster and plan for coordinated and effective disaster recovery. This report focuses on the experiences of State and Territory Energy Offices as leaders and key players in the rebuilding process.

A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.

Tenant engagement programs encourage the people who live in a multifamily property to change their behavior in order to achieve a goal. These programs are an attractive option for owners or managers who want to improve energy efficiency. This report assesses the key features of existing programs, makes recommendations for improvements that housing providers and advocates can use immediately, and outlines a wish list for the future.

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.

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

Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.

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

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

Overview of lessons learned from EnergySmart Colorado's energy advisor model.

Research reveals a whole range of unmet housing-related desires in America -- gaps between what Americans have and what they say they need or want. The Demand Institute surveyed more than 10,000 households about their current living situation and what’s important to them in a home. The survey represents all U.S. households: renters and owners; movers and non-movers; young and old and finds that unsatisfied needs and desires cut across the entire population.

This report presents the underlying barriers and drivers of successful efficiency programs, deliberates upon what financing roles are most appropriate for SEEA involvement going forward, and quantifies the opportunity for energy efficiency financing in the Southeast going forward.

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

This document provides an overview of the National Efficiency Screening Project's recommendations for using the Resource Value Framework (RVF) to improve cost-effectiveness testing. The RVF is a collection of principles and recommendations to provide guidance for states to develop and implement tests that are consistent with sound principles and best practices.

As part of the Rhode Island Energy Challenge, National Grid called on its Rhode Island residential electric and gas customers to take a pledge to “Find Your Four” as part of a statewide community initiative to encourage homeowners to find four ways to save energy at home. A participant survey revealed that Rhode Island residential customers liked hearing energy conservation/efficiency information via the Challenge; the Challenge had them thinking and acting differently; and the Challenge had customers participating more actively in energy efficiency programs. This report provides more information on the campaign’s major impact in helping National Grid accomplish important goals, including those related to portfolio savings and customer-centric program outreach and engagement.

This webcast discusses policy and planning considerations for incorporating behavior programs into efficiency portfolios.

This article discusses alternative formats for training students on building science, energy assessments, and energy efficiency upgrade installation. These include using videos instead of class lectures, maximizing hands-on activities, using social learning, and learning from games.

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

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

Instructional step-by-step guide for visiting a home to discuss and install energy efficiency measures.

This radio interview highlights how the NeighborWorks program in Vermont is raising awareness of home energy efficiency measures among residents through neighbor-to-neighbor outreach.

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

This report summarizes findings from a national field study of indoor air quality in homes treated under the Weatherization Assistance Program (WAP). The study tested and monitored 514 single-family homes in 35 states and served by 88 local weatherization agencies. The study focused on five indoor environmental quality parameters: carbon monoxide, radon, formaldehyde, indoor temperature and humidity, and indoor moisture.

Home improvement companies have to understand how to connect their services to their target audience’s typical purchase cycle. They have to think about how customers find them, where customers are researching specific program services, and what prompts them to call one business versus another. This guide highlights the state of home improvement marketing today, the benefits of going digital, and the five best digital marketing services for home improvement organizations.

This article provides 10 tips home energy contractors can use to update their marketing outreach and improve their customer service.

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

This report presents the impact evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

This report presents the phase 1 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

This report presents the phase 2 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

These outreach materials from BetterBuildings for Michigan include a photograph and quote from credible members of the Grand Valley State University (GSVU) community that served as early adopters for the program.

Chapel Hill WISE created this policy to establish a standard procedure for corrective action and dismissal for contractors. The policy lists standards that contractors are expected to meet, and procedures that the program follows to review concerns, place contractors on probation, and dismiss those who are unable to resolve identified issues.

This report characterizes and explores cryptic barriers to energy efficiency. These barriers are cryptic in the sense that they are hidden or unrecognized; they do not stem from the same market failures that have been the subject of extensive study and the target of many policy and program interventions. Cryptic barriers reflect several different underlying problems, including regulatory uncertainty, archaic or legacy regulations, and inaccurate ratings and standards. Drawing on case studies, the objective of this report is to suggest opportunities for policy actions that could improve residential building efficiency and to propose potential tools to eliminate cryptic barriers.

Flier that summarizes energy efficiency financing offered by Xcel Energy's financing partners.

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

Matrix of participating lenders and associated loan information.

Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.

Flyer for contractors that explains the steps needed to complete the EI2 loan process.

This report provides an independent analysis of the job creation impact of DOE's investment in energy efficiency programs, from 2010 to 2013. The analysis calculates the job creation results that would have occurred in the Southeast, based on the prevailing economic conditions from 2010 to 2013, had DOE invested in sectors other than energy efficiency.

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 report provides an independent analysis of the economic performance of SEEA's 13-city, U.S. Department of Energy-funded energy efficiency upgrade consortium from 2010 to 2013. It estimates the net impacts of SEEA's energy efficiency programs on the economy of the southeast region as a whole, and on the economies of the states with participating programs.

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

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

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

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

This report presents the results of an independent evaluation of Efficiency Maine Trust's Residential Direct Install Program for Fiscal Year 2013.

This guide provides a snapshot of the federal finance facilities available for energy efficiency upgrades and clean energy deployment. The guide is organized by market segment, and also includes a table that presents each finance facility by type of instrument along with the federal agency that administers the program.

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

This report provides an overview of the fundamentals of energy efficiency financing program planning and design and provides tools for deciding the objectives and mechanics of EE financing initiatives. The report walks policymakers and program administrators through key questions that must be resolved to better understand what efficiency financing can be reasonably expected to achieve, and for whom.

This guide provides practical guidance for designing, implementing, and managing a green revolving fund (GRF) at a college, university, or other institution.

This guide introduces the Community Energy Strategic Plan (CESP) approach, a step-by-step process for creating a robust strategic energyÊ plan. The guide offers tools and tips to complete each step and highlights examples from successful planning efforts around the country.

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

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 loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.

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

This blog post summarizes key elements of program design that relate to encouraging contractor participation and facilitating contractor and program success.

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.

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

Over the past 30 years, program administrators have concentrated on investment behavior change -- that is getting their customers to install things like insulation and lighting systems using various behavior change tools such as marketing, education, rebates, and technical assistance to support the investment behavior change. Today, as program administrators move to expand the range of behavior change strategies in their portfolios, it is often difficult to know where to begin. The New York State Energy Research and Development Authority (NYSERDA) began by detailing the range of behavior change strategies and identifying strategic opportunities.

This report from the New York State Energy Research and Development Authority (NYSERDA) details the range of behavior change strategies in the existing portfolio and identifies strategic opportunities in the area of behavior change.

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

This annual report summarizes the program's accomplishments in 2012, including the number of home upgrades, the cumulative amount of private investment leveraged for energy efficiency improvements, cumulative annual cost savings for building owners, and jobs created. It also includes testimonials from LEAP customers.

This webcast discusses how to measuring program outcomes and use benchmarks.

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

The document provides best practices and guidance for conducting the energy analysis required for multifamily (MF) building energy improvement projects funded by the various programs of the Maryland Department of Housing and Community Development. The intended audience includes energy auditors, building owners and operators, contractors, designers, architects, engineers, and energy efficiency consultants and program staff.

This Energy Programs Consortium report identifies barriers that have been found to increase investment in low income multi-family housing as well as current efforts to address those barriers and increase building owner investment. This report also identifies strategies for deploying public and provide sector resources that can be used to increase the effectiveness of current efforts to address energy efficiency barriers in the low income multi-family housing sector.

This report provides the results of the Consortium for Energy Efficiency-sponsored 2013 ENERGY STAR Household Survey, which collects national data on consumer recognition, understanding, and purchasing influence of the ENERGY STAR label, as well as data on messaging and product purchases.

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

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

This document presents the findings from the preliminary impact evaluation of the U.S. Department of Energy's (DOE) Better Buildings Neighborhood Program (BBNP). The overall objective of the preliminary impact evaluation was to develop independent, quantitative estimates of BBNP's economic impacts and energy savings for projects completed from the onset of programmatic activities through 2012.

This presentation discusses the preliminary impact evaluation of the U.S. Department of Energy's Better Buildings Neighborhood Program, including program processes and what program elements are most successful in inducing market changes that will result in sustainable savings.

This webcast provided an overview of the preliminary process and market evaluation completed for the Better Buildings Neighborhood Program.

This presentation provides an overview of PSE&G's Multifamily Housing Program, highlighting drivers, incentive structure, results, and lessons learned.

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 webcast provided a broad picture of possibilities for providing energy efficiency financing, and presented guidance on working with financial institutions.