This toolkit supplies evaluators doing energy efficiency evaluations in California with the latest versions of the key documents, rulings, and tools, that define, inform or control their evaluation efforts.

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

The catalog is a compilation of state and local energy efficiency potential studies to serve as a resource for energy planners and as a baseline for future analyses.

This tool from Pacific Gas & Electric Company (PG&E) provides homeowners with a list of contractors, based on their location, to schedule an energy assessment or in-home consultation.  It also provides a direct link to state license information.

This tool provides Southern California Edison (SCE) and Southern California Gas (SoCalGas) customers with a list of Energy Upgrade California participating contractors, home performance skills, license information, and the languages spoken by the contractors.

This report presents the process evaluation results on the statewide Home Upgrade Program and includes findings on program operations, participant engagement, non-energy impacts, contractor characteristics, and contractor-customer interactions.

This report for the Connecticut Energy Efficiency Board documents the difficulties that evaluators and programs in Connecticut faced in conducting evaluation studies and makes recommendations for improving data quality and consistency.

This 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.

Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.

This report focuses on four utilities in California. The research for this report included reviewing program documents and tracking databases, conducting two rounds of interviews with four investor owned utility program managers, interviewing California Public Utility Commission staff members and an intervener, surveying 76 on-bill financing program participants and 29 vendors who helped deliver the program, interviewing 12 account executives, and conducting six focus groups across California with 46 energy audit participants who had not participated in on-bill financing.

This presentation talks about Energy Upgrade California's Flex Path pilot program which offers a menu of upgrade options for homeowners to select. Its flexible approach has been popular with middle-income homeowners interested in upgrades.

Homeowner survey created by the utility to inform their whole home upgrade program.

Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.

Example loan loss reserve fund agreement.

This document constitutes the final report for the 2009-2010 process evaluation of the Low Income Energy Efficiency (LIEE) program operated by the four investor-owned utilities (IOU) of California for the California Public Utilities Commission (CPUC). The IOUs include: Pacific Gas and Electric Company (PG&E), Southern California Edison (SCE), Southern California Gas (SCG), and San Diego Gas and Electric (SDG&E). Although the program is now referred to as Energy Savings Assistance Program (ESAP), this report will employ the nomenclature used for the 2009-2010 program cycle.

Sample script Los Angeles County used to survey homeowners about energy issues.

This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.

This report describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics. The study results were used for program design and to design and support marketing and outreach campaigns that encouraged energy upgrades

This report presents the findings of Phase 2 of the California Public Utilities Commission Low Income Needs Assessment Study. The results of the needs assessment suggest that, over time, the programs have effectively targeted and provided services to low-income households that have the greatest need.