The U.S. Department of Energy's Smart Grid Investment Grant (SGIG) program worked with a subset of its projects undertaking Consumer Behavior Studies (CBS) to examine the response of mass market consumers (i.e., residential and small commercial customers) to time-based electricity rate programs, in conjunction with the deployment of advanced metering infrastructure (AMI) and associated technologies. The effort presents an opportunity to advance the electric industry's understanding of consumer behavior. This preliminary report summarizes experiences of the different phases of the enrollment process (qualification, solicitation, recruitment, and selection) across nine of the ten SGIG utilities, who collectively undertook 11 consumer behavior studies. It also provides experimental and descriptive results and lessons learned.

This report provides an assessment of the current landscape of multifamily energy efficiency programs in the 50 metropolitan areas with the largest multifamily housing markets. The authors describe spending on utility customer-funded programs for the primary utilities in each metropolitan area. Additionally, they identify the specific opportunity in each metropolitan area to scale up multifamily programs based on a three-part analysis of: (1) local housing market characteristics; (2) the scope of current utility customer-funded energy efficiency programs; and (3) the statewide policy environment and potential for local partnerships with non-utility-funded energy efficiency 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.

This peer exchange call summary focused on strategies, opportunities and focuses on shared space and technology in multi-family buildings and in-unit upgrades.

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).

This webcast provides approaches for projecting, analyzing and representing end-use energy efficiency potential and its impacts on state, regional and national energy use.

This summary from a Better Buildings Residential Network peer exchange call focused on the challenges and benefits of energy and housing programs working together.

STEP was developed with a mission to "create a model community energy transformation program that serves as a roadmap for other small towns across the U.S." This final technical report summarizes the program's comprehensive energy evaluations for homes.

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).

An assembly of all the key elements that went into the design and delivery of STEP -- formerly STEP-UP, a University Park, Maryland, Better Buildings Neighborhood Program partner.

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.

This peer exchange call summary focused on the challenges, advantages and disadvantages of using a home scoring system.

This webcast reviews the SEE Action report that describes how utility planning processes that allow demand-side resources to compete with supply-side resources can promote cost-effective energy efficiency.

This peer exchange call summary focused on leveraging home inspectors and others in the real estate transaction processes.

The ultimate objective of the protocol is to develop a system that can be used to guide the production of readily usable dataset that can leverage project data from future meter-based measurement and evaluation studies, or metering studies to develop end-use load shapes. The protocol includes a "NEEP Residential Data Collection Protocol Report" template.

This presentation from Clean Energy Works Oregon (now Enhabit) covers their "One-Stop Shop" Home Energy Remodel process where customers were guided through a four-step process: apply, assess, finance, and transform. This simple process gave customers access to a comprehensive package of services that included assistance from an independent energy advisor.

The lack of documented value of retrofit measures is a barrier to many homeowners doing upgrades - as most appraisals do not include energy improvements in their comparables, and the home’s future sale can prevent the homeowner from earning a return on their investment via lower energy costs. Once the industry develops a process for valuing the energy improvements, it can unlock the significant potential for retrofit work through market pricing signals (energy efficient homes are worth more) and enhanced access to capital for those purchasing a more efficient home (energy efficient homes improve borrowers’ cashflow because they cost less to operate).

RePower helped consumers access aggregated information about financing and rebates by compiling a customer-friendly guide to all utility and non-utility incentives in its service area.

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.

This report provides a forecast of how building energy codes and appliance efficiency standards are likely to capture significant energy efficiency savings through 2025.

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 study focused on homeowner decision-making in response to home energy assessments, combined with the quality of the recommendations, the home energy assessment, and home energy labels. This report analyzes what assessments provide and what homeowners seem to want. It presents the results of a study of an existing home energy audit program pilot offered by Seattle City Light. From mid-2010 to late 2011, approximately 1,350 home energy assessments were completed in Seattle as part of Seattle City Light's program.

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 report provides a comprehensive review of a wide range of problems and inconsistencies in current cost-effectiveness test practices, and recommends a range of best practices to address them.

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

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

This report describes the characteristics of fifteen types of single-family homes in the Chicago area and the packages of energy efficiency measures that result in an optimal level of energy savings.

A tool that estimates the air quality, human health, and related economic co-benefits (such as energy efficiency) of initiatives that reduce air emissions.

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

This fact sheet provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

Presentation describing how Conservation Services Group uses data to monitor market transformation and for internal QA/QC purposes.

This peer exchange call summary focused on the challenges, benefits, quality assurance methods and incorporation of do-it-yourself projects into programs.

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).

This report provides results, lessons learned and recommendations for driving energy efficiency in existing building on an urban scale based on the second year of the Energize Phoenix energy efficiency program.

This report provides information on how access to energy use data can help local governments create policies for benchmarking and disclosing building energy performance for public and private sector buildings.

This report provides information on how supporting access to building benchmarking data can help utilities increase efficiency and drive down energy demand.

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.

This paper examines the energy efficiency of multifamily rentals in comparison to other housing types and its relationship to household income. It analyzes 2005 and just‐released 2009 data from the U.S. Residential Energy Consumption Survey and finds that multifamily rentals were significantly less energy efficient than other types of housing, both nationwide and in every region of the country.

This report is intended to serve as a guide for policymakers and multifamily stakeholders on benchmarking and disclosure rules and regulations. It provides an introduction to the multifamily housing sector, followed by a thorough review of existing benchmarking and disclosure policies and an assessment of continuing policy challenges and opportunities.

This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.

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.

A tool that provides information on the air emissions attributable to the electricity used in a home or business during one year, along with a description of what these numbers mean in everyday terms and information on how to be more energy efficient or buy green power.

NeighborWorks of Western Vermont (NWWVT) contracted with The Cadmus Group, Inc., to evaluate its H.E.A.T. Squad program. The evaluation activities informed two main areas of interest: program and market effects, and impact and cost-effectiveness. To inform the evaluation, Cadmus surveyed participant and non-participant homeowners and interviewed program stakeholders.

This report provides guidance and recommendations to help residential energy efficiency programs to more accurately estimate energy savings. It identifies steps program managers can take to ensure precise savings estimates, apply impact estimates over time, and account for and avoid potential double counting of savings.

This peer exchange call summary focused on receiving and tracking data for evaluation.

This document summarizes discussions and recommendations from a forum for practitioners and policymakers aiming to strengthen residential energy efficiency program design and delivery for middle income households.

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 report covers how to create high road standards and use the momentum of energy sector projects to create safe, well-paying, long-term careers for a diverse group of people. It includes case studies on Community Power Works in Seattle, Washington, and Clean Energy Works Oregon's (now Enhabit's) efforts to use community high road agreements.

This peer exchange call summary focused on how to receive and evaluate feedback from customers and contractors.

This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.

Descriptions of eight county-level and city-level energy efficiency programs in the Southwest.

This report presents key findings and recommendations from the process evaluation of Clean Energy Works Oregon's (now Enhabit's) energy efficiency financing program. Table 1 provides a good list of key process evaluation research questions which may help others scope comprehensive process evaluations.

This peer exchange call summary focused on the challenges, opportunities and solutions of program sustainability.

This peer exchange call summary focused on grant funding investments, program design and revenue streams in the post-grant period.

This paper describes the problems and issues that arise for energy efficiency programs as a result of common cost-effectiveness test implementation practice. It also provides recommendations for how to address these challenges.

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

Pacific Power contracted with The Cadmus Group, Inc., to conduct impact and process evaluations of its Washington low-income weatherization program for the program period extending from March 2009 through February 2011. The impact evaluation assessed energy savings and cost-effectiveness associated with the program, and in doing so quantified select non-energy benefits. The process evaluation assessed program delivery and efficacy, potential bottlenecks, opportunities for improvements, and participants’ experiences and satisfaction with the program.

In this video interview segment, Yvonne Kraus of Conservation Services Group describes how program and utility partnerships can co-benefit each other.

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

This report presents the preliminary process and market evaluation of the Better Buildings Neighborhood Program. As part of the evaluation, the report identifies the factors most strongly correlated with the 10 most successful grantees' performance and offers recommendations to the Energy Department and grant recipients for the final program year.

This report presents the preliminary process and market evaluation of the Better Buildings Neighborhood Program. As part of the evaluation, the report identifies the factors most strongly correlated with the 10 most successful grantees' performance and offers recommendations to the Energy Department and grant recipients for the final program year.

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 planning and conducting evaluations.

Homeowner data collection survey created by RePower.

This report describes how customer usage data can help promote the adoption of retro-commissioning polices for public and private commercial buildings.

This market assessment for the Sarasota County (Florida) Energy Efficiency Upgrade Financing Program identifies the customers and potential demand for an energy efficiency upgrade financing program.

Evaluation reports from the Seattle Community Power Works program. The city of Seattle worked to encourage efficiency upgrades for single-family and multi-family residences, small businesses, hospitals, and large commercial and municipal buildings.

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

This case study explains how Efficiency Maine provided contractor sales training to boost upgrade conversions.

This peer exchange call summary focused on strategies and challenges of getting household energy data.

This peer exchange call summary focused on strategies and challenges of working with rental property owners and tenants on multifamily upgrades.

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