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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This report presents the impact evaluation results of the Marin Clean Energy (MCE) Home Utility Reports (HUR) program for 2015.
This paper examines criteria for a comparative assessment of multiple financing programs for energy efficiency, developed through a statewide public process in California.
This report consists of a literature review and in-depth interviews with subject matter experts in the Home Performance with ENERGY STAR (HPwES) program area. The goal was to compare Delaware Sustainable Energy Utility (DESEU) HPwES Programs with peer-programs across the United States. The report also identifies key metrics and emerging trends regarding program design.
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.
This presentation describes how PG&E is using advanced metering infrastructure (AMI) to enhance their advanced home upgrade whole-house retrofit program, on-bill financing, and residential pay for performance (P4P) program.
This report provides an annual savings claim summary and includes case studies and customer testimonials from homeowners, towns, and businesses that Efficiency Vermont served in 2016.
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 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 study identifies actionable strategies and innovations to improve the multifamily program performance, realization rates, and overall program cost-effectiveness for both the residential and commercial sectors.
The Regional Evaluation, Measurement and Verification Forum (EM&V Forum) works to support use and transparency of current best practices in evaluation, measurement, verification, and reporting of energy and demand savings, costs, avoided emissions and other impacts of energy efficiency, while also advancing the development of strategies and tools to meet evolving policy needs for efficiency.
This document defines consumer protection policies for California's statewide Open PACE program, which is implemented at the local level for residential and commercial property owners. Property assessed clean energy (PACE) programs enable homeowners to finance energy efficiency, renewable energy, and water efficiency improvements. These recommended consumer protection policies can help guide PACE Program implementation to ensure homeowners realize maximum benefit.
Residential Property Assessed Clean Energy (R-PACE) -- A Primer for State and Local Energy Officials
This presentation introduces the Energy Programs Consortium report, Residential Property Assessed Clean Energy (R-PACE) - A Primer for State and Local Energy Officials. It also covers R-PACE statistics, program details, comparisons with other financing options, and consumer protections.
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 presentation covers control technologies, such as smart thermostats, and the opportunities they provide for program evaluation, monitoring and verification.
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 report presents the results of the first‐year process and impact evaluation of Berkshire Gas' Home Energy Report (HER) program. The primary objective of the program is to provide residential households with information on their gas consumption and tips on how to save energy to prompt them to take action to reduce their natural gas usage.
This report identifies opportunities for Connecticut's Home Energy Solutions program (HES) to increase savings related to air sealing, duct sealing, and insulation.
This presentation covers the public process to encourage stakeholder participation and input in developing the criteria for a comparative assessment of energy efficiency financing programs.
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.
The COOL SMART impact evaluation team conducted an in situ study of ductless mini‐split heat pumps (DMSHPs) in Massachusetts and Rhode Island. This report presents the consumption and savings analysis of the DMSHP study.
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 report presents the process evaluation results on the statewide Home Upgrade Program and includes findings on program operations, participant engagement, non-energy impacts, contractor characteristics, and contractor-customer interactions.
This report presents findings of a process evaluation of Cape Light Compact's Creating Awareness for Power Efficiency Initiative, which included in-depth interviews with 27 customers of varying participation levels. It also includes the results of an impact evaluation using econometric analysis to estimate savings.
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 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.
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 report summarizes the impact analyses of National Grid's and Eversource Energy's Home Energy Report (HER) programs. The evaluation team conducted three distinct impact analyses related to these HER programs: Cohort-Specific Impact Analysis; Mapping Analysis; and Dual Treatment Analysis.
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 summary from a Better Buildings Residential Network peer exchange call focused on evaluation, measurement, and verification of predicted/modeled savings from home energy upgrades.
This presentation covers the New York On-Bill recovery financing, Home Energy Lending Program's (H.E.L.P.) loan program, and California energy efficiency financing products.
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.
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.
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.
The California investor-owned utilities -- Pacific Gas and Electric (PG&E), Southern California Edison (SCE), Southern California Gas (SoCalGas), and San Diego Gas & Electric (SDG&E), referred to collectively as the IOUs or Joint Utilities -- are designing seven energy efficiency financing pilot programs at the California Public Utilities Commission’s (CPUC's) direction. To help inform the pilot design process and subsequent evaluation efforts, this report summarizes a comprehensive review of 15 existing financing programs representing noteworthy program models across the United States and around the globe.
This summary from a Better Buildings Residential Network peer exchange call focused on energy modeling in multifamily homes.
This summary from a Better Buildings Residential Network peer exchange call focused on evaluating and demonstrating the cost-effectiveness of energy upgrades to programs.
Demonstrating Success and Sustaining Impact
This webcast is part of a three-part series on communications strategies and methods. It focuses on how communities can effectively showcase the benefits and successes of a clean energy initiative to ensure additional funding opportunities, continued engagement, and sustained behavior change.
This report was prepared to provide an overview and analysis of results and lessons learned under Efficiency Vermont’s program from 2011-2013. The aim was to explore the factors that motivate customers to initiate and complete retrofit projects, how have these factors influenced the growth and development of the program, and opportunities to update and evolve the program.
This presentation covers lesson learned for PACE from the Toledo Port Authority, innovative real estate finance solutions from the Ygrene Energy Fund, and financing energy improvements on utility bills.
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 presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.
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.
Financing Energy Improvements on Utility Bills: Case Studies from the Field
This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).
This report provides an overview of the current state of on-bill programs and provides actionable insights on key program design considerations for on-bill lending programs.
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.
Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.
This summary from a Better Buildings Residential Network peer exchange call focused on strategies in building interest in and introducing energy efficiency to affordable housing.
This summary from a Better Buildings Residential Network peer exchange call focused on choosing and developing program evaluation.
The Multi-State Residential Retrofit Project is a residential energy-efficiency pilot program, funded by a competitive U.S. State Energy Program (SEP) award through the U.S. Department of Energy. The Multi-State Project operates in four states: Alabama, Massachusetts, Virginia, and Washington. During the course of this three-year process evaluation, Cadmus worked closely with NASEO and the four states to collect information about the programs from many perspectives, including: State Energy Office staff, program implementers, homeowners, auditors/contractors, real estate professionals, appraisers, lenders, and utility staff. This report discusses: the project’s context; its goals; the evaluation approach and methods; cross-cutting evaluation results; and results specific to each of the four states.
This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.
This summary from a Better Buildings Residential Network peer exchange call focused on gathering and communicating loan performance data.
This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.
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 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.
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 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.
This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.
Homeowner survey created by the utility to inform their whole home upgrade program.
This paper establishes the size of the potential retrofit market in the United States, and examines the emergence of new financing models that offer the promise of overcoming historical barriers to energy efficiency.
Highlights the EcoHouse Project Loan Program, which provides fixed interest rate loans as a tool for enabling energy improvements among households that are otherwise unlikely to be able to access affordable financing at market rates.
This U.S. Environmental Protection Agency resource is intended to help state and local governments design finance programs for their jurisdiction. It describes financing program options, key components of these programs, and factors to consider as they make decisions about getting started or updating their programs.
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.
Financial Program Management for Continuous Improvement
Financing Programs: RFP & Contract Terms and Conditions
This webcast discusses financing program RFPs and contract terms and conditions.
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.
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.
Presentation providing an overview of financing programs, a strategy for continuous improvement, tools for program management, a risk management strategy, and common risks associated with financing programs.
REED serves as a dashboard for the consistent reporting of electric and natural gas energy efficiency program energy and demand savings and associated costs, avoided emissions and job impacts across the Northeast and Mid-Atlantic region. REED is a project of NEEP's Regional Evaluation, Measurement and Verification Forum (EM&V Forum) and is based on the EM&V Forum's Common Statewide Energy Efficiency Reporting Guidelines.
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 report helps policymakers understand how electric and natural gas utilities can achieve greater efficiency by establishing numeric energy savings targets and goals for energy efficiency programs.
This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.
Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.
This report presents results, recommendations, and case studies of energy efficiency financing programs.
Door-to-Door Outreach and Tracking Impacts
This webcast discusses door-to-door campaigns and how to track the impacts of these campaigns.
Presentation describing on-bill repayment programs and providing financing lessons learned.
This report provides an overview of evaluation, measurement, and verification approaches used to estimate the load impacts and effectiveness of energy efficiency programs.
Financing Program Support for ARRA Recipients - PACE Webinar
Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.
Report that identifies and evaluates the sufficiency of available financing options to help low-income populations, particularly communities that have been historically overburdened by air pollution (i.e., "environmental justice communities"), invest in resource-saving measures, such as energy efficiency and water conservation.
PACE Legal Authority & Administration: Financing Program Support for ARRA Recipients
This webcast discussed program administration for PACE financing programs.