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

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 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.

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).

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.

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

This summary from a Better Buildings Residential Network peer exchange call focused on challenges and strategies related to split incentives for tenants and landlords.

This summary from a Better Buildings Residential Network peer exchange call focused on how loan performance data is tracked and analyzed, and what the data shows.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits of community assessments and strategies for gathering information.

This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.

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

This Focus Series interview discusses the semester-long, employer-assisted partnership between BetterBuildings for Michigan and Grand Valley State University (GVSU). This successful partnership involved an early adopter outreach campaign and served as a model for other program partnerships.

This summary from a Better Buildings Residential Network peer exchange call focused on the challenges, strategies and advantages of  operating as a prime contractor.

Policy brief on how Massachusetts state government partnered with local governments to aggregate QECBs to support a range of public and private projects.

In this video interview segment, Mary Templeton with BetterBuildings for Michigan discusses developing a readiness scale to determine if target audiences are ready to hear a program’s messages and take advantage of its offerings.

This peer exchange call summary focused on the relationship between contract pricing and customers.

This peer exchange call summary focused on sales training assistance programs for contractors.

Presentation on how Michigan Saves realigned its incentives to encourage more projects with significant energy savings potential.

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

Many states have adopted policies intended to overcome the barriers that limit the more efficient use of electricity. Yet because such efforts have not addressed the lack of consumer information and motivation to improve efficiency, many opportunities for energy efficiency remain untapped. To help address that problem, states, utilities, and other energy efficiency service providers have begun to develop new approaches to informing and motivating customers based on behavioral economics and psychology research. This report describes three broad strategies that states can use to engage consumers' participation in energy efficiency programs: provide direct consumer information and feedback on energy use, influence social norms; and match messages and messengers to target audiences. Recommendations for actions that governors can take within the context of each of those three strategies are provided.

Webcast on utility forward capacity markets and how energy efficiency programs may access these markets as a potential source of revenues.

A list of tips from Connecticut's Neighbor to Neighbor Energy Challenge for working with utilities to access energy usage data.

This toolkit provides information about including and using relevant green data fields in the MLS. This information can help buyers quickly find green homes; make it easy to promote the special features of a green home; and support comparisons when it is time to appraise a green home.

This paper explores ways in which program administrators are using social norms to spur behavior change and, as a result, curb energy use. In recent years, home energy reports (HER) programs have applied the concept of social norms to the energy efficiency context. These feedback programs inform customers of how their energy consumption compares to their neighbors' and provide other information about their usage, with the goal of enticing customers to change their energy use behavior to improve their relative neighborhood ranking.

This video explains how Better Buildings for Michigan's performance metrics and quality assurance enabled them to encourage high-performing contractors, to help underperforming contractors improve, and ultimately to dismiss some contractors.

Presentation describing the State of Michigan and Michigan Saves programs and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

This presentation highlights the Connecticut Energy Efficiency Fund's efforts to integrate HVAC contractors, builders, and remodelers into its home performance program, which expanded its customer base and significantly scaled up the program. It includes lessons on outreach strategies for integrating these types of contractors into the program.

Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.

A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.

This plan was jointly developed by gas and electric companies in the state of Massachusetts to set aggressive goals for 2013-2015 through a sustained and integrated statewide energy efficiency effort in accordance with Green Communities Act.

This video provides an overview of Better Buildings for Michigan's mentoring program for contractors, and the high value that contractors and the program gain from mentoring.

An example of a detailed and thorough implementation guide written for the Michigan Saves program.

This presentation describes Connecticut Neighbor to Neighbor Energy Challenge program and lessons learned on community engagement as a driver of demand.

This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.

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

Presentation on the key programmatic elements of financing initiatives.

This peer exchange call summary focused on how programs are devising plans for creating a contractor revenue stream and potential fee structures.

Connecticut's Neighbor to Neighbor Energy Challenge's perspective on their partnership with Northeast Utilities.

This case study discusses BetterBuildings for Michigan's targeted outreach campaigns which applied varying incentives and outreach strategies to neighborhoods with a goal to understand which rebates and strategies work best in the target communities.

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

This peer exchange call summary focused on activities to streamline service delivery to customers.

Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.

This report summarizes the results of five neighborhood sweeps, covering more than 2,000 households in Michigan.

These BetterBuildings for Michigan mailers show satisfied program customers claiming they have the power to make changes and bring results by increasing the efficiency of their homes.

This presentation shares how the Neighbor to Neighbor Energy Challenge collected and evaluated data and used the results to improve its program.

Authorization form to obtain household energy information.

This template, used by Connecticut Neighbor to Neighbor Energy Challenge, standardizes volunteer data collection efforts at events.

Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.

This webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.

This report provides data from nationwide utility customer satisfaction surveys and two case studies to encourage utilities to offer high-quality energy efficiency programs and services for their customers.

Experimental design is often used to increase certainty about the actual impacts of a program and what strategies are worth repeating going forward. This webcast reviewed some experimental design techniques and gave examples of how they might fit into your programs.

This case study features a Massachusetts-based program that used an SUV-mounted thermal imaging camera to evaluate thermal leakage from homes.

This report identifies issues associated with developing a national evaluation, measurement, and verification (EM&V) standard for end-use, non-transportation, energy efficiency activities.

Brief presentation on the experience of a Massachusetts energy utility, National Grid, with the Home Performance with ENERGY STAR program.

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

REED serves as a dashboard for the consistent reporting of electric and natural gas energy efficiency program energy and demand savings and associated costs, avoided emissions and job impacts across the Northeast and Mid-Atlantic region. REED is a project of NEEP's Regional Evaluation, Measurement and Verification Forum (EM&V Forum) and is based on the EM&V Forum's Common Statewide Energy Efficiency Reporting Guidelines.

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

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

This report helps policymakers understand how electric and natural gas utilities can achieve greater efficiency by establishing numeric energy savings targets and goals for energy efficiency programs.

This case study describes an innovative program design used by BetterBuildings for Michigan to "sweep" neighborhoods in order to effectively reach its residential audience and achieve an 80% participation rate among those canvassed.

This report identifies and discusses factors that should be considered in evaluating model choices for administering and implementing ratepayer funded energy efficiency programs.

This peer exchange call summary focused on integrating income-qualified programs into neighborhood sweeps.

The Connecticut Neighbor to Neighbor Energy Challenge developed this form for authorization to obtain household energy information.

This branding guide was developed for BetterBuildings for Michigan staff so they can consistently use the program's look and feel, messages, and tone in marketing and outreach materials.

This report summarizes existing research and discusses current practices, opportunities, and barriers to coordinating energy efficiency and demand response programs.

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

This presentation outlines the steps Connecticut's Neighbor to Neighbor Energy Challenge program took to obtain and sort useful feedback from surveys and volunteer observations.

This webcast highlights programs that actively engage the contractor community in program design and implementation. Several contractors share their views on best practices for Marketing & Outreach.

This report provides an overview of evaluation, measurement, and verification approaches used to estimate the load impacts and effectiveness of energy efficiency programs.

This report highlights road-tested strategies, resources, and tools states can use to adopt cost-effective energy efficiency and clean energy programs for their buildings, facilities, and operations.

These training materials include over 30 lesson plans for high school and college students, building and trade professionals, and clean energy employers. Topics include energy efficiency measure installation and best practices in developing train-the-trainer programs for construction trade programs at vocational schools, to programs for undergraduate and graduate students that address the engineering, business, and economics of clean energy.

Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.

This marketing strategy includes the goals and objectives the Cambridge (Massachusetts) Energy Alliance set out to meet.

This report provides guidance on determining the efficiency potential in a utility footprint, state, or region; evaluating efficiency as a supply-side resource; and developing detailed efficiency program plans.

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

To help inform and prompt discussion across a range of audiences on the health co-benefits from residential EE investments, this paper reviews research studies of residential EE and related ventilation upgrades, discusses ways that programs have monetized occupant health co-benefits, and highlights innovative programs that combine EE and health-focused home repairs. The paper concludes with identifying research gaps and strategies to help advance such work.