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 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 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.

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

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.

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

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 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.

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

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 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 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 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.

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 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.

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.

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.

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.

This paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.

This resource provides best practices and highlights case studies for how utilities, policymakers, building managers, and community stakeholders can improve access to energy usage data while working towards the goal of improving efficiency in their communities.

This document summarizes top takeaways shared by Better Buildings Residential Network members on Peer Exchange Calls, from tips to collaborating with utilities to cost-effective rebate models.

This Better Buildings Residential Network Partnerships Toolkit includes templates, tools, guides, and examples to help energy efficiency organizations engage in partnerships that leverage resources and strengthen their programs.

The Better Buildings Residential Network hosts a series of Peer Exchange Calls for members to discuss similar needs and challenges, and to collectively identify effective strategies and useful resources. This document provides a sample of lessons learned shared by members during Peer Exchange Calls held in fall 2014.

This document was prepared by the Regional Evaluation, Measurement and Verification Forum Cost-effectiveness screening for energy efficiency investments is fundamental to customer energy efficiency programs. It is, in essence, the benefit-cost analysis framework that helps stakeholders – including utility regulators, program administrators, and other policymakers –determine which types of energy efficiency investments represent net beneficial investments for ratepayers according to what is in the public interest based on the state’s energy policies.

This blog provides six tips the home performance communications professionals can use to create a new or update an existing marketing plan.

The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.

SEEA created this document to inform the planning, design and delivery of early-stage energy efficiency programs in the Southeast. This document captures general concepts essential to the successful development and implementation of robust program portfolios, as well as lessons learned from prior experience on the regional and national levels.

This guide is designed to serve as a "how-to" reference for island communities (or small, similarly sized, more isolated communities) that want to develop and implement a residential energy-efficiency and conservation program. The purpose of this guide is to help communities chart a course for successful program development based on the lessons learned during implementation and operation of RePower Bainbridge, an energy-efficiency program on Bainbridge Island, Washington.

This report analyzes ten categories of utility-sector energy efficiency programs that have achieved high participation among targeted customer markets. Despite issues with the nature and availability of participation data, the study draws on published data sources and interviews with program contacts and industry experts to identify many examples of programs that have achieved high participation.

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 blog summarizes how BetterBuildings for Michigan, a U.S. Department of Energy (DOE) Better Buildings Neighborhood Program partner, developed a "readiness scale" to help target communities by determining the factors that indicate whether homeowners in a particular area are really ready to commit to energy efficiency upgrades.

The test referenced in this article found that the pronoun used in a call-to-action button can make a big difference in whether people click on the button or not.

The objective of this Guide, in part, is to serve as a resource to support municipal electric utilities meeting electricity savings goals. This Guide serves as a resource to not only increase the  understanding of best practices utilized by successful energy efficiency programs across the country, but also a plan to support MOUs implementing energy efficiency programs that will ultimately result in energy and electric bill savings for their customers. To support MOUs with the implementation of their own energy efficiency programs, this Guide leverages the lessons learned from energy efficiency programs operating across the country.

This instructional template offers instructions on how to write a press release.

The report, the second in a series of reports on smart meters, presents concrete examples of findings from behavior analytics research using data that are immediately useful and relevant, including proof-of-concept analytics techniques that can be adapted and used by others, novel discoveries that answer important policy questions, and guidelines and protocols that summarize best practices for analytics and evaluation.

This publication presents examples of the value that insights from behavior analytics can provide to programs (as well as pointing out its limitations).

This report analyzes four home energy report programs, and presents key insights about the long-term savings implications of these programs beyond the first years of operation and after the programs concluded.

Example proposal evaluation scoring sheet to rank qualifications of financial institution bidders for energy efficiency upgrade loan programs.

Research reveals a whole range of unmet housing-related desires in America -- gaps between what Americans have and what they say they need or want. The Demand Institute surveyed more than 10,000 households about their current living situation and what’s important to them in a home. The survey represents all U.S. households: renters and owners; movers and non-movers; young and old and finds that unsatisfied needs and desires cut across the entire population.

As part of the Rhode Island Energy Challenge, National Grid called on its Rhode Island residential electric and gas customers to take a pledge to “Find Your Four” as part of a statewide community initiative to encourage homeowners to find four ways to save energy at home. A participant survey revealed that Rhode Island residential customers liked hearing energy conservation/efficiency information via the Challenge; the Challenge had them thinking and acting differently; and the Challenge had customers participating more actively in energy efficiency programs. This report provides more information on the campaign’s major impact in helping National Grid accomplish important goals, including those related to portfolio savings and customer-centric program outreach and engagement.

Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.

This radio interview highlights how the NeighborWorks program in Vermont is raising awareness of home energy efficiency measures among residents through neighbor-to-neighbor outreach.

This article provides 10 tips home energy contractors can use to update their marketing outreach and improve their customer service.

This report offers policy options and considerations to state utility commissions in providing access to energy use data to help commercial customers manage energy costs through building energy benchmarking.

This study examines actual loan performance data obtained from CoreLogic, the lending industry’s leading source of such data. To assess whether residential energy efficiency is associated with lower default and prepayment risks, a national sample of about 71,000 ENERGY STAR and non-ENERGY STAR-rated single-family home mortgages was carefully constructed, accounting for loan, household, and neighborhood characteristics. The study finds that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

Over the past 30 years, program administrators have concentrated on investment behavior change -- that is getting their customers to install things like insulation and lighting systems using various behavior change tools such as marketing, education, rebates, and technical assistance to support the investment behavior change. Today, as program administrators move to expand the range of behavior change strategies in their portfolios, it is often difficult to know where to begin. The New York State Energy Research and Development Authority (NYSERDA) began by detailing the range of behavior change strategies and identifying strategic opportunities.

This study looks at evidence of capitalization of energy efficiency features in home prices using data from real estate multiple listing services (MLS) in three metropolitan areas: the Research Triangle region of North Carolina; Austin, Texas; and Portland, Oregon. These home listings include information on Energy Star certification and, in Portland and Austin, local green certifications. Our results suggest that Energy Star certification increases the sales prices of homes built between 1995 and 2006 but has no statistically significant effect on sales prices for newer homes.

This report provides an introduction for air quality regulators to data sources and methods for quantifying the air quality impacts of energy efficiency policies and programs.

The Brand Book describes the implementation of the ENERGY STAR® logo for ENERGY STAR partners that are labeling a product, new home, or building that has earned the ENERGY STAR. The Brand Book also provides information about designing a new outreach campaign and using the ENERGY STAR® logo to communicating the program's commitment to energy efficiency.

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).

This blog post outlines basic needs for a successful marketing program: a plan; a budget; and to launch, track, evaluate, adjust, repeat.

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 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 publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.

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.

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 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 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 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.

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

This report profiles the early results of a diverse range of small- to medium-sized American cities with different economic and energy profiles that are pioneering the clean energy economy. Many communities used federal grants to jumpstart long-term strategies to test and refine various clean energy and energy efficiency solutions. Others developed innovative financing strategies in the absence of grant money. These city-led efforts to catalyze local clean energy economic development are important to watch as federal grants sunset, especially in the absence of a comprehensive national energy or climate policy.

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.

Community-based social marketing (CBSM) is a concept that has received a lot of attention lately, but may not be particularly well understood across the entire energy efficiency community. This white paper discusses insights drawn from the social and behavioral sciences in order to advance energy-efficient behavior and choices. This paper describes the core concepts and application of CBSM generally, citing specific and recent examples of its use within energy efficiency and demand-side management programs. It concludes with an illustration of how CBSM might be used to encourage uptake of home energy retrofits.

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

This report provides policymakers with principles and recommendations to understand and manage concerns about bill and rate impacts resulting from requiring utilities to provide efficiency programs.

This template, used by Clean Energy Works Oregon (now Enhabit), standardizes a number of forms that contractors fill out for the 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 document provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

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.

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

Sample phone survey template for program contractors.

This sample phone survey template for program drop-outs, created by the Better Buildings Neighborhood Program, was designed for programs to find out why applicants that applied to participate in a program ultimately dropped out.

This sample phone survey template, created by the Better Buildings Neighborhood Program, was designed for programs to use with applicants who have been screened out from participating in a program.

This sample email survey template, created by the Better Buildings Neighborhood Program, was designed for programs to develop their own survey of successful program participants in order to assess customer experience.

Survey for consultants participating in Green Madison and Me2 programs about their experiences with the programs.

Survey for people who signed up to participate in the Me2 program for home performance assessments, but ultimately decided not to participate. The goal of the survey is to help improve services for future participants.