This brief characterizes and provides an update on the industry, as well as provides case studies illustrating the information publicly available about various types of experience with use of auto measurement and verification (M&V) tools.

This guidance document provides background and instructions for program administrators to use the data collected by smart thermostats to calculate energy savings for a program.

This paper examines criteria for a comparative assessment of multiple financing programs for energy efficiency, developed through a statewide public process in California.

This conversion rate spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

This marketing plan template was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors develop their marketing plans.

This marketing tactics spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

This SEE Action report offers state and local policymakers, state utility regulators, program administrators, financial institutions, consumer advocates and other low- and moderate-income (LMI) household stakeholders an understanding of the relationship between LMI communities and energy efficiency; lessons learned from existing energy efficiency financing programs serving LMI households; and the financing products these programs use and their relative advantages and disadvantages.

This Better Buildings Residential Network Toolkit provides practical guidance and resources for residential energy efficiency programs to expand their understanding of evaluations and incorporate learning as a critical component of their analysis. By embedding learning into the evaluation process, programs are able to create a continuous cycle of planning and improvement that leads to greater overall program impact.

This report includes practical recommendations for framing home energy upgrade messages that can be used by assessors and programs.

This report summarizes the results of an experiment with nearly 2,000 American homeowners and explores the latest research on motivators and barriers to energy efficiency upgrade investments. The report reveals that financial motivators are part of the equation, but not the only part. The report delves into the art of message framing for home energy upgrades and includes several practical recommendations for assessors.

This resource includes tips on how to talk about home energy upgrades with homeowners. It is based on research of what works and what does not when conducting a home energy audit.

This issue brief covers the opportunities for Pay-for-Performance (P4P) efficiency programs to increase energy savings.

As California moves forward with implementation of new energy efficiency targets in the residential sector, California Delivers offers this background resource for journalists. It includes: an overview of CaliforniaÕs energy efficiency targets and state/federal efficiency programs; a review of barriers to efficiency investments in low-income multifamily housing and strategies to overcome them; relevant facts, figures, and definitions; and a list of experts available for interview.

This report provides a comprehensive review and analysis of home energy upgrade programs with proven track records, focusing on those with robustly verified savings and constituting good examples for replication. This meta-analysis describes program models and implementation strategies for direct install upgrades; heating, HVAC replacement and early retirement; and comprehensive, whole-home upgrades.

This paper is a baseline assessment of electric and natural gas energy efficiency programs that target low-income households in the largest metropolitan areas in the country. ACEEE surveyed over 70 electric and natural gas utilities on their 2015 low-income program spending, energy savings, customer participation, and best practices.

This paper is a baseline assessment of electric and natural gas energy efficiency programs that target low-income households in the largest metropolitan areas in the country. ACEEE surveyed over 70 electric and natural gas utilities on their 2015 low-income program spending, energy savings, customer participation, and best practices.

The population of HVAC and home performance buyers is largely made up of baby boomers. The goal of this guide is to explain why programs should consider the baby boomer audience and outline the best ways to market to this audience.

This presentation covers details of an in-store market test for Super-Efficient Dryer (SED) marketing collateral. Five different marketing message concepts were created based on previous consumer research. The concepts include: an image, a headline of the key benefit, and a brief product description to drive credibility.

This presentation covers details of an in-store market test for Super-Efficient Dryer (SED) marketing collateral. Five different marketing message concepts were created based on previous consumer research. The concepts include: an image, a headline of the key benefit, and a brief product description to drive credibility.

This white paper covers a few of the business-to-business marketing goals including social media strategies critical for an energy auditing business in today's world, while providing insights into how to make the most of these efforts.

This comprehensive national guide provides a step-by-step process to apply the Resource Value Framework and allow jurisdictions to develop their own primary cost-effectiveness test -- the Resource Value Test. It provides guidance using lessons learned in state and local jurisdictions over 20 years.

This comprehensive national guide provides a step-by-step process to apply the Resource Value Framework and allow jurisdictions to develop their own primary cost-effectiveness test -- the Resource Value Test. It provides guidance using lessons learned in state and local jurisdictions over 20 years.

This report identifies the states that are showing policy and institutional leadership in EM&V (evaluation, measurement, and verification). It also includes case studies and discusses major challenges facing the EM&V field.

This report identifies states that are leaders in EM&V (evaluation, measurement, and verification) and gives examples of what they are doing. It covers three topics that have recently received attention in the industry: deemed savings and technical reference manuals (TRMs), common practice baselines (CPBs), and advanced metering-based measurement and verification (M&V 2.0). It includes case studies for each topic and conclude with a discussion of major challenges facing the EM&V field.

This report on clean energy finance programs provides state and local government officials with a comprehensive resource on residential PACE history, legal and financing structures, terms and administrators. The report described how the program works, how local governments can set up their own programs and how they are financed. The report further describes PACE's growth, the legal challenges it has faced thus far, and consumer protection concerns that have been raised by consumer advocates.

This guide supports the development, maintenance, and use of accurate and reliable Technical Reference Manuals (TRMs). TRMs provide information to estimate the energy and demand savings of end-use energy efficiency measures associated with utility customer-funded efficiency programs. This guide describes existing TRMs in the United States and provides recommendations for TRM best practices. It also offers related background information on energy efficiency; evaluation, measurement, and verification; and TRM basics.

This white paper covers the very basics of social media for home performance businesses. It describes how to set up a Home Performance profile on Facebook, Twitter, LinkedIn and Home Energy Pros; content creation ideas for social media accounts; and advanced strategies for improving reach in social media.

This white paper focuses on when to consider paid Facebook ads for building brand awareness and conversion on your organization’s website. It also reviews the most effective tactics for ad creation, targeting, and implementation.

SWEPCO's Authorization to Release Information Form is used to release a customer's historical electric usage to a gridSMART Network Contractor.

This paper provides background information and frames key discussion points related to advanced measurement and verification (M&V). The paper identifies the benefits, methods, and requirements of advanced M&V and outlines key technical issues for applying these methods. It presents an overview of the distinguishing elements of M&V 2.0 tools.

This report presents findings from an impact evaluation of the Universal Audit Tool (UAT). UAT programs provide residential customers with advice on energy efficiency, insight into areas of high energy use, and tips and suggestions for saving both energy and money based on responses to an online survey regarding household appliances, occupancy, and other dwelling characteristics.

This report discusses how information technologies (IT) and communication networks are enabling new ways of tracking and analyzing the benefits of saving energy. Automated data collection and processing, enabled by inexpensive sensors, WiFi networks, and cloud computing, are reducing the time and expense required to determine the value of nonenergy benefits. This report explores new techniques for data gathering and analysis, what they could mean for energy efficiency programs, and how they might impact state and utility policies.

This report uses program and marketing/outreach data collected from utility programs to identify best practices for achieving high participation in multifamily energy efficiency programs. Through program data and interviews, this research compares costs, savings, and participation across programs and provides a more in-depth overview of the marketing and outreach strategies being implemented to reach multifamily customers

This document provides updated best practice guidelines to help implement the Policy Framework for PACE Financing Programs, initially announced on October 18, 2009. DOE has developed these revisions to the original “Guidelines for Pilot PACE Financing Programs,” initially issued on May 7, 2010, to reflect the evolving structure of the PACE market and incorporate lessons learned from various PACE programs that have been successfully implemented. The revised and updated guidelines focus specifically on best practices and guidelines for residential PACE financing programs.

This document summarizes the findings of a Pacific Northwest National Laboratory analysis on how whole-building data aggregation thresholds statistically affect customer privacy.

This study focused on barriers to, and opportunities for, solar photovoltaic energy generation; opportunities for, access to other renewable energy by low-income customers; contracting opportunities for local small businesses in disadvantaged communities; low-income customers to energy efficiency and weatherization investments, including those in disadvantaged communities. It also provides recommendations on how to increase access to energy efficiency and weatherization investments to low-income customers.

This paper defines customer engagement, illustrates how engagement platforms can be used in energy efficiency programs, and presents guidelines to help program administrators plan, design, implement, and evaluate a modern, integrated, and efficient customer engagement platform. It also covers how advances in big data and tracking systems can support platforms that are technology-enabled, center on customer needs, leverage psychosocial drivers and data analytics, and employ mechanisms to foster long-term trust and loyalty. Effective customer engagement can also lead to higher satisfaction levels, greater energy savings, and more persistence of savings.

Behavioral change programs are not necessarily a separate category of efficiency efforts; rather, behavioral approaches can be effectively integrated into all programs in residential, commercial, or industrial settings. As increased connectivity within homes and businesses expands opportunities to provide energy information, the role of behavior will likely become even more prominent. Consortium for Energy Efficiency, Inc. (CEE) provides this webpage dedicated to behavior change resources.

This report is a guide to all customer-facing financing products—products offered by a lender directly to a borrower—used to pay for energy efficiency. Intended for state and local governments that are deciding whether to start a new program, tune up and existing program, or create a Green Bank, it provides information on the full range of financing product options for target participants, the tradeoffs of various products, and potential advantages and disadvantages for different types of customers.

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing.

This paper describes the current state of energy efficiency financing, highlighting what is and isnÕt working, while offering a look at the future of the industry.

This paper describes the current state of energy efficiency financing, highlighting what is and isn’t working, while offering a look at the future of the industry.

This report examines participation of low and moderate income borrowers (LMI) in the first WHEEL portfolio. This is the first report in a multiyear project by EPC on Residential Energy Finance and the LMI Market that will take a close look at the market for residential energy efficiency and renewable energy loans to in order to increase the number and rate of the retrofits they facilitate.

This document provides guidance on how policymakers, utilities, and regulators should approach whole-building data access to maintain the confidentiality of utility customers.

A recent cost vs. value report compared the average cost for popular remodeling projects with the value those projects retain at resale value in 100 different U.S. markets. This Home Energy article discusses how one of the most valuable remodeling options is one you can’t see--energy efficiency.

This paper analyzes Bank of America's $55 million initiative to provide low-cost funding and grant support to advance energy efficiency investment in low- to moderate-income communities. The funding supported community development financial institutions (CDFIs) in developing and enhancing efficiency programs for residential, commercial, and multifamily buildings. We report on loan performance, energy savings, and the degree to which the savings offset the cost of the energy efficiency investment.

This paper analyzes Bank of America's $55 million initiative to provide low-cost funding and grant support to advance energy efficiency investment in low- to moderate-income communities. The funding supported community development financial institutions (CDFIs) in developing and enhancing efficiency programs for residential, commercial, and multifamily buildings. We report on loan performance, energy savings, and the degree to which the savings offset the cost of the energy efficiency investment.

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held during Autumn 2016.

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held during Fall 2015.

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held in Winter 2016.

This document features lessons learned shared by Better Buidlings Residential Network members during Peer Exchange Calls held during Spring 2016.

Energy burden is the percentage of household income spent on home energy bills. In this report, ACEEE, along with the Energy Efficiency for All coalition, measures the energy burden of households in 48 of the largest American cities. The report finds that low-income, African-American, Latino, low-income multifamily, and renter households all spend a greater proportion of their income on utilities than the average family. The report also identifies energy efficiency as an underutilized strategy that can help reduce high energy burdens by as much as 30%. Given this potential, the report goes on to describe policies and programs to ramp up energy efficiency investments in low-income and underserved communities.

This paper presents the findings of market research performed to determine the potential options for packaged advanced measurement and verification (M&V 2.0) type software tools capable of evaluating residential energy efficiency programs. It describes the structure of the evaluation, including the process of establishing program goals, identifying a testbed energy efficiency program, and selecting a vendor. Last, the paper highlights lessons learned along the way.

This report, informed by leading research and real-world examples, highlights practical online and in-person tactics that contractors can use to promote social interaction and social comparison among homeowners to make energy upgrades a "must-have" in U.S. homes.

This one-page handout covers the basics of PACE, including how it works, why it is popular, and how to get started with PACE.

The multifamily sector can be hard to reach when it comes to energy efficiency programs. Besides being diverse and complex, the sector presents a unique set of challenges to efficiency investments. The result is that multifamily customers are often underserved by energy efficiency programs. Drawing on data requests and interviews with program administrators, this report summarizes the challenges to program participation and identifies best practices that programs can use to reach and retain large numbers of multifamily participants.

This NEEP repository contains resources organized alphabetically by state in the Northeast and includes direct links to state Technical Reference Manuals and a list of known studies, reports, and evaluations as far back as 2004.

This report looks into residential lighting savings assumptions found in Technical Reference Manuals (TRMs) throughout the Northeast and Mid-Atlantic regions to understand what values were being used for key metrics such as hours of use, delta watt, and measure life.  It provides the opportunity to view completed Standardized Methods Forms to compare evaluation methodology and results.

This podcast episode explores sustainability and the unexpected benefits of energy efficiency with guest Jonathan Cohen, U.S. Department of Energy.

Energy efficiency is good for you--and for the air you breathe, the water you drink, and the community in which you live. This fact sheet shows how saving energy reduces air and water pollution and conserves natural resources, which in turn creates a healthier living environment for people everywhere. It includes the stories of a family in Pennsylvania and a hospital in Florida.

This report explains the psychology of individual energy efficiency actions, and how large scale behavior change programs can use this research to reduce greenhouse gas emissions.

Building on the strategy of creating a sustainable workplace, many companies have been focusing their efforts on developing a sustainable workforce. This approach to combining sustainability initiatives and employee engagement creates a value chain that has positive impacts for employers and employees alike and the communities they live in.

This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.

This report is targeted at both policymakers and program administrators who are less familiar with secondary markets and their significance in the energy efficiency context, as well as those that are more familiar with these concepts and may be actively considering secondary market strategies. It covers how efficient access to capital from secondary markets -- reselling energy loans to investors to replenish program funds -- is being advanced as an important enabler of the energy efficiency industry “at scale.”

This report presents an analysis of data for residential single-family projects reported by 37 organizations that were awarded federal financial assistance (cooperative agreements or grants) by the U.S. Department of Energy’s Better Buildings Neighborhood Program. The report characterizes the energy-efficiency measures installed for single-family residential projects and analyzes energy savings and savings prediction accuracy for measures installed in a subset of those projects.

This handbook provides both a strategic planning framework and standard methodologies to determine the energy and non-energy benefits of benchmarking and transparency (B&T) policies and programs that have recently begun to proliferate in jurisdictions across the United States. The intent of this handbook is to provide a simple “how-to-guide” with very clear steps and data requirements for the primary analysis methods recommended for use by local jurisdictions wishing or needing to assess the impacts of their B&T policies.

The Evaluation & Data Collection Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your data collection and evaluation activities.

The Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing activities.

The Marketing & Outreach Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your marketing and outreach activities.

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

This document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.

The goal of the Building Science Translator is to begin this process by providing a new glossary of ‘Power Words’ that can be used across the industry to consistently reinforce the value of high-performance homes. This includes applying this new language consistently to all consumer-facing materials used by government programs and industry alike.

Real estate professionals are increasingly aware that today’s homebuyers consider heating and cooling costs, efficient appliances, and efficient lighting to be important factors in home purchase decisions. Residential energy efficiency and real estate stakeholders, however, agree that the home resale process frequently fails to account for the value of high-performance home features. If investments in energy efficiency were more accurately reflected in home resale prices, homeowners could have greater confidence that these investments would be recouped at resale, and they might make more investments in efficiency.

This report shares the results of a research study conducted to understand the awareness and perceptions of potential consumers regarding ductless heat pumps and heat pump water heaters. The results were intended to help the Northwest Energy Efficiency Alliance improve messaging and marketing themes related to these products across the northwest region.

This website provides an overview of financing as it pertains to state, local, and tribal governments who are designing and implementing clean energy financing programs. Residential financing tools include residential PACE (R-PACE), on-bill financing and repayment, loan loss reserves and other credit enhancements, revolving loan funds, and energy efficient mortgages.

This series of 19 tip sheets is based on the experience and expertise of EPA’s Climate Showcase Communities. The tip sheets cover a wide range of topics, such as marketing and communications (effective messaging, traditional media strategies, community-based social marketing, and testimonial videos) and working with specific types of stakeholders (institutional partners, contractors, experts, utilities, early adopters, volunteers).

This tip sheet was inspired by the experiences and expertise of EPA’s Climate Showcase Communities (CSCs). It focuses on community-based social marketing and highlights best practices and helpful resources and recommended resources for other communities interested in pursuing similar projects.

This tip sheet from EPA's Climate Showcase Communities provides lessons from programs about strategies for effective messaging as well as recommended resources.

This tip sheet was inspired by the experiences and expertise of EPA’s Climate Showcase Communities (CSCs). It focuses on traditional media strategies and highlights best practices and helpful resources and recommended resources for other communities interested in pursuing similar projects.

This guide provides recommended benchmarking metrics for measuring residential program performance.

Information and communications technologies (ICT) can automate and transform the evaluation, measurement, and verification (EM&V) of energy efficiency programs. ICT enables the remote monitoring and sophisticated analysis of energy usage, increasing the speed and scale of many EM&V activities. This report reviews traditional EM&V practices, explores new enabling technologies including the Internet of Things and remote building analysis, and describes the application of ICT to each stage of the EM&V process. The report then projects ways forward through a number of challenges (e.g., data overload) and concludes that ICT-enabled EM&V could eventually change the design of efficiency programs and the responsibilities of program administrators, implementers, and evaluators.

Information and communications technologies (ICT) can automate and transform the evaluation, measurement, and verification (EM&V) of energy efficiency programs. ICT enables the remote monitoring and sophisticated analysis of energy usage, increasing the speed and scale of many EM&V activities. This report reviews traditional EM&V practices, explores new enabling technologies including the Internet of Things and remote building analysis, and describes the application of ICT to each stage of the EM&V process. The report then projects ways forward through a number of challenges (e.g., data overload) and concludes that ICT-enabled EM&V could eventually change the design of efficiency programs and the responsibilities of program administrators, implementers, and evaluators.

Home Performance with ENERGY STAR’s new HPXML Implementation Guide helps energy efficiency program administrators and software developers overcome fragmented data exchange by integrating HPXML (home performance extensible markup language) into their operations and products. HPXML is a set of common definitions for the attributes of home systems based on Building Performance Institute data standards and the computing language that facilitates the quick and easy transfer of home-related data between different markets.

This report lays the groundwork for a dialogue to explore regulatory and policy mechanisms for ensuring that efficiency financing initiatives provide value for society and protection for consumers. Through case studies of Connecticut, New York, Massachusetts, California, and Maryland, it explores emerging issues that jurisdictions will need to tackle when considering an increased reliance on financing.

This publication draws on recent focus groups, polls, and other research to chart a path promoting energy efficiency through language and imagery in ways that tap public enthusiasm.

This Technical Reference Manual (TRM) documents common assumptions for approximately thirty prescriptive electric energy efficiency measures savings.

The purpose of this report is to demonstrate the potential for HEMS as an evolving avenue to deeper residential energy savings, and it explains, in detail, the variations and characteristics of HEMS; what the market is and who the major market players are; what the major barriers to implementation look like; and finally, it attempts to outline potential program solutions with HEMS at the core of the strategy.

The benefits of energy efficiency extend beyond energy savings. Homes, commercial buildings, and industrial facilities gain comfort, health, and safety benefits from energy efficiency programs. Additional benefits for businesses include savings on maintenance, materials, and the costs of regulatory compliance. On the supply side, electric utilities enjoy reduced system costs. Focusing on the residential, business, and utility sectors, this report examines each of these multiple benefits, their role in program marketing, and current best practices for including them in cost-effectiveness testing.

The benefits of energy efficiency extend beyond energy savings. Homes, commercial buildings, and industrial facilities gain comfort, health, and safety benefits from energy efficiency programs. Additional benefits for businesses include savings on maintenance, materials, and the costs of regulatory compliance. On the supply side, electric utilities enjoy reduced system costs. Focusing on the residential, business, and utility sectors, this report examines each of these multiple benefits, their role in program marketing, and current best practices for including them in cost-effectiveness testing.

A number of states are beginning to recognize Demand Reduction Induced Price Effects (DRIPE) as a real, quantifiable benefit of energy efficiency and demand response programs. DRIPE is a measurement of the value of demand reductions in terms of the decrease in wholesale energy prices, resulting in lower total expenditures on electricity or natural gas across a given grid. This paper reviews the existing knowledge and experience from select U.S. states regarding DRIPE (including New York and Ohio), and the potential for expanded application of the concept of DRIPE by regulators.

Program Design Lessons Learned (Volume 1) draws on the insights DOE gathered from its more than 4 years of administering State Energy Efficient Appliance Rebate Program (SEEARP) and analyzing the nearly 1.8 million rebates and the associated reporting from the 56 state and territory programs.

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 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.

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.

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.