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.
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The goal of the Marketing Education & Outreach (ME&O) Program is to motivate consumers to take action on energy efficiency/conservation measures and change their behavior. The program strives to both increase consumer awareness and facilitate the ability to act and incorporate technological advances or behavior change using all available resources to reduce energy and choose clean energy options. This Five-Year ME&O Strategic Roadmap includes two main sections: (1) the objectives, strategies, and metrics for customer engagement and how these strategies will lead greenhouse gas reduction and energy efficiency goals of the California Public Utilities Commission.
This report presents the impact evaluation results of the Marin Clean Energy (MCE) Home Utility Reports (HUR) program for 2015.
This document reflects what the California Public Utilities Commission’s customer engagement campaign will accomplish from April 1, 2017 through March 31, 2018. It also includes goals and objectives, target audiences, high-level approaches and strategies, metrics, and implementation roles and responsibilities for each strategy.
This summary from a Better Buildings Residential Network peer exchange call focused on using tailored messaging and approaches to meet the unique needs of families. Building Doctors is the featured speaker.
This paper examines criteria for a comparative assessment of multiple financing programs for energy efficiency, developed through a statewide public process in California.
This summary from a Better Buildings Residential Network peer exchange call focused on home energy reports to inform homeowners about their home energy use and use of customer research and segmentation to improve the results from these reports. Speakers include Opinion Dynamics and Pacific Gas & Electric.
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 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 control technologies, such as smart thermostats, and the opportunities they provide for program evaluation, monitoring and verification.
This summary from a Better Buildings Residential Network peer exchange call focused on best practices on upgrades for zero energy ready homes. Speakers include Florida Solar Energy Center and BIRAenergy.
This presentation describes how programs have leveraged data to increase program energy savings, with a spotlight on advanced and real-time monitoring and verification (M&V 2.0), contractor scorecards, and intelligent quality assurance (QA) and monitoring.
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 summary from a Better Buildings Residential Network peer exchange call focused on ensuring contractor networks work for both energy efficiency programs and participating contractors.
The presentation covers evaluation findings from California’s Statewide Marketing, Education and Outreach (SW ME&O) program.
This report presents findings from the Cross-Cutting Process Study of California’s 2013-2015 Marketing, Education and Outreach (ME&O) efforts. This study has three overarching goals: to assess how well coordination occurs between the Statewide ME&O administrator and the Investor Owned Utility (IOU) and Regional Energy Network (REN) Program Administrators (PAs); to document ME&O design and implementation activities, and to document how consumers engage with ME&O.
The purpose of this study is to document the effects of California’s Statewide Marketing, Education and Outreach (SW ME&O) program. The primary objective of this study is to assess the effectiveness of SW ME&O efforts overall, as well as against established performance metrics.
The presentation covers evaluation results and recommendations for California’s Statewide Marketing, Education and Outreach (SW ME&O) program.
This summary from a Better Buildings Residential Network peer exchange call focused on communicating non-energy benefits that homeowners and building owners are most interested in. Speakers include Elevate Energy, Green & Healthy Homes Initiative, and Skumatz Economic Research Associates, Inc.
The report, based on U.S. Bureau of Labor Statistics data and a survey of tens of thousands of businesses across the country, provides detailed breakdowns of clean energy jobs not available previously, and it was developed and released in connection with a major U.S. Department of Energy study of all energy jobs in America.
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 presentation covers Energy Upgrade California marketing plan to educate and empower businesses and consumers across the state of California to promote energy efficient practices and product.
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 presentation covers the strategies, objectives and metrics for Energy Upgrade California.
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, 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 summary from a Better Buildings Residential Network peer exchange call focused on how to assess, reassess, and initiate organization partnerships.
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.
Setting Baselines for Planning and Evaluation of Efficiency Programs
The key challenge with quantifying savings from end-use efficiency activities is the identification of an accurate baseline from which to determine the savings. Regardless of the protocol or procedure applied, all savings values are determined by estimating likely energy use in the absence of the program or project (the “counterfactual” scenario, or baseline). This webcast provides an introduction to considerations and common practices for defining baselines, the relationship between baselines and savings attribution, and examples of how different jurisdictions are addressing market baseline studies, setting baselines for retrofit measures, and market transformation program baselines.
This summary from a Better Buildings Residential Network peer exchange call focused on changes and trends in the market for home energy upgrades.
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 document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.
This case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.
This summary from a Better Buildings Residential Network peer exchange call focused on community-based outreach and organizing strategies to market home energy assessments and upgrades.
This summary from a Better Buildings Residential Network peer exchange call focused on approaches to generate demand for energy efficiency upgrades at multifamily buildings.
This summary from a Better Buildings Residential Network peer exchange call focused on how to create and maintain relationships with contractors and auditors.
This summary from a Better Buildings Residential Network peer exchange call focuses on how mentoring on sales skills and business management helped one contractor increase sales and become more profitable. The call also covered top tips for supporting contractors, such as helping contractors develop systems to be more efficient in completing projects and creating a service plan with customers for additional improvements in the future.
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.
A Field Guide to Utility-Run Behavior Programs: Making Sense of Variety
This webcast covers a report that is a comparative analysis of utility-run behavior programs, which lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories.
This summary from a Better Buildings Residential Network peer exchange call focused on methods, reactions and legal considerations of contractor rating and feedback systems.
Energy Efficiency Cost-Effectiveness Testing
This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs. It also covers key drivers in the cost-effectiveness results and cost-effectiveness tools developed for the U.S. Department of Energy.
This plan outlines a brand and marketing strategy to establish Energy Upgrade California as California's central energy management brand and motivate residential and small business energy consumers to take action to better manage their energy use through the brand's comprehensive statewide marketing, education, and outreach campaigns.
There are more than 17 million multifamily households nationwide, yet they remain a significant and mostly untapped opportunity for energy efficiency gains. Many cities and states that have embraced energy retrofitting as a job creator and boon to both the environment and economy have yet to address potential savings in multifamily properties, primarily because of obstacles not faced by single family and commercial properties. This paper discusses two barriers -- a lack of information and financing -- that stand in the way of multifamily energy retrofits.
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.
Overview and Preliminary Results of ARRA-Funded SGIG Consumer Behavior Studies
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 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.
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 summary from a Better Buildings Residential Network peer exchange call focused on the strategies and challenges of using holidays and other seasonal events to market energy assessments and upgrades.
This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.
This report contains information on the market for home performance upgrades and the opportunities that exist for new home performance contractors; start-up needs and costs for firms entering the home performance contracting industry; home performance business approaches; and how established home performance contractors attract customers. It also contains detailed profiles of eight successful home performance firms across the United States.
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.
Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.
This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.
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 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 peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.
Homeowner survey created by the utility to inform their whole home upgrade program.
This report provides state and local policymakers with information on successful approaches to the design and implementation of residential efficiency programs for households ineligible for low-income programs.
Leveraging EPA's Portfolio Manager in Benchmarking and Disclosure Policy
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.
This report identifies issues associated with developing a national evaluation, measurement, and verification (EM&V) standard for end-use, non-transportation, energy efficiency activities.
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.
Partnering with Utilities Part 2-Topics for Local Governments-Creating Successful Partnerships with Utilities to Deliver Energy Efficiency Programs
This webcast focused on advanced topics for local government-utility partnerships, with presentations from local governments and their partnering utilities that have well-developed, multi-year relationships and programs.
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 peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger 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.
Summary of the standards that support job quality, equitable access and quality assurance in several residential energy efficiency programs from different parts of the country.
This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.
Marketing and Marketing & Outreach Collaborative Intro, November 2, 2010
Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.
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 summarizes the issues and approaches involved in motivating customers to reduce the total energy they consume through energy prices and rate design.
This report considers consumers' perspectives on policy and regulatory issues associated with the administration of energy efficiency investments funded by ratepayers of electric and natural gas utilities.
This report discusses the five standard tests used to assess the cost-effectiveness of energy efficiency, how states use the tests, and how the tests can determine the cost-effectiveness of efficiency measures.
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.
This paper presents the results of a comprehensive study of the energy-related needs of California’s low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.