This study provides an overview of practices for quantifying and reporting avoided energy-water costs from demand-side measures. It also summarizes the regulatory guidance for incorporating water savings into cost-effectiveness screening for energy efficiency programs.

This business plan outlines the Bay Area Regional Energy Network's (BayREN) ten-year vision, with goals, strategies, and tactics to increase the access and availability of energy efficiency services to a broad range of ratepayers and sectors, including moderate income residents, multifamily property owners, small and medium commercial businesses, and local government municipalities.

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.

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 toolkit describes how to strengthen residential energy efficiency program outreach and marketing efforts through data-driven, tailored efforts to change behaviors. One of the greatest challenges facing the residential energy efficiency market is motivating people to take steps to save energy. This toolkit provides guidance, resources, and examples for applying community-based social marketing (CBSM) to increase the number of homes that are energy efficient.

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.

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.

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 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 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.

This summary from a Better Buildings Residential Network peer exchange call focused on behavior change program design and design thinking to increase program reach. It features speakers from See Change Institute, Efficiency Vermont, and Navitas Partners, Inc.

This report updates ACEEE's 2013 assessment of multifamily energy efficiency programs in US metropolitan areas with the most multifamily households. Using housing, policy, and utility-sector data from 2014 and 2015, this report documents how these programs have changed in the context of dynamic housing markets and statewide policy environments. The report also offers an analysis of the number, spending, offerings, and targeted participants of current programs and their potential for further expansion.

This summary from a Better Buildings Residential Network peer exchange call summary focused on leveraging smart tech, health and/or utility data to increase participation in multifamily energy efficiency programs. It featured speakers from The Network for Energy, Water and Health in
Affordable Buildings, New Ecology, Northwest Bronx Community and Clergy Coalition, and Emerald Cities Collaborative.

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 business plan outlines Pacific Gas and Electric Company's (PG&E's) high-level approach to achieving state energy efficiency policy goals through 2025.

This report examines the history of pay-for-performance (P4P) energy efficiency approaches. As the report describes, there is a diverse spectrum of pay-for-performance programs but, at the most basic level, these programs track and reward energy savings as they occur, usually by examining data from a building's energy meters -- as opposed to the more common approach of estimating savings in advance of installation and offering upfront rebates or incentives in a lump-sum payment. The report finds that P4P has some important opportunities for increasing energy savings, but also key limitations that will need to be better understood through piloting and experimentation.

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.

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.

Each ResStock fact sheet presents the potential for residential energy and utility bill savings for the state. The top ten energy savings home improvements are highlighted.

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 business plan is organized into nine chapters. Chapter I provides background on the business plan concept and describes the organization of Southern California Edison Company's (SCE's) plan. Chapter II presents SCE's vision of EE in California, including discussion of important policy issues. Chapter III provides a summary of SCE's proposed EE portfolio including: SCE's vision and goals; drivers of EE; high-level strategies to achieve its vision; how SCE will comply with the requirements for statewide administration and third-party solicitations; key portfolio data such as budget, forecast energy and demand savings, cost-effectiveness; and proposed metrics.

This business plan introduces Southern California Gas Company (SoCal Gas) and the company's vision and goals. It provides detailed strategies and approaches for achieving goals, as well as budgets for activities.

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 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 how home energy upgrade programs can interact and connect with the real estate market.

Utilities and regulators increasingly rely on behavior change programs as essential parts of their demand side management (DSM) portfolios. This report evaluates the effectiveness of currently available programs, focusing on programs that have been assessed for energy savings. This report focuses on behavior change programs that primarily rely on social-science-based strategies instead of traditional approaches such as incentives, rebates, pricing, or legal and policy strategies. The objective is to help program administrators choose effective behavior change programs for their specific purposes.

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 summary from a Better Buildings Residential Network peer exchange call focused on ensuring contractor networks work for both energy efficiency programs and participating contractors.

Energy efficiency savings have grown substantially in the past ten years, and national leaders in program administration have emerged as savings levels have increased. This report reviews annual program performance for 14 leading energy efficiency program administrators, with a focus on costs, electricity savings, cost effectiveness, and portfolio design.

This report details opportunities for scaling up program activity and increasing savings from programs reaching the people who need it most. It discussed best practices from existing programs for overcoming many of the key challenges that program administrators face, including how to address housing deficiencies that prevent energy efficiency upgrades, how to address cost effectiveness challenges, and how to serve hard-to-reach households.

This business plan outlines California Central Coast Regional Energy Network's (3C-REN) core design elements - the crucial component of a phased implementation approach to overcome potential barriers, forecasted budget requirements - and shows how measuring success with a comprehensive set of metrics and tools will lead to the anticipated program improvement outcomes and market transformation goals.

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 report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.

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.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on how home energy upgrades can support electric vehicle adoption.

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.

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.

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 summary from a Better Buildings Residential Network peer exchange call focused on the ACEEE Summer Study, which brought together experts to discuss the technological basis for, and practical implementation of, actions to reduce energy use and the climate impacts associated with buildings.

This summary from a Better Buildings Residential Network peer exchange call focused on effective messages to motivate homeowners to undertake upgrades over time.

This literature review describes what is currently known about the occupant health benefits resulting from residential energy efficiency or work that is consistent with home performance upgrades. Of particular interest are the occupant health impacts associated with work typically conducted by the home performance industry, such as: air sealing and insulation; properly-sized, selected, matched, and installed energy efficient heating, ventilation, and air conditioning (HVAC) systems; identification and correction of moisture problems; proper whole house and room ventilation; lighting; and additional services including the replacement of appliances; measurement and installation of whole house and room air filtration systems (e.g., air purifiers); and basic pest exclusion. The intent of this literature review is to examine research that assessed work that would not be expected to harm residents or the workers.

Energy retrofits can harm or help resident health. Beyond preventing harm, this presentation covers how to use energy retrofits as an opportunity to improve the lives of your building residents and the surrounding community. It focuses on different ways that organizations are using energy efficiency to improve their communities through positive health outcomes and job creation.

Achieving energy savings goals and improving customer and contractor satisfaction while staying cost-effective makes managing home energy upgrade programs challenging. DOE's Home Upgrade Program Accelerator is working with program administrators to identify strategies that overcome challenges and achieve better results. The Arizona Home Performance with ENERGY STAR program completed process improvements that improved contractor satisfaction and deceased quality assurance labor.  Build It Green implemented software improvements to their utility program's online rebate applications portal to accelerate data processing.

Better Buildings Home Upgrade Program Accelerator partners, Build It Green, Enhabit, and NeighborWorks of Western Vermont, discussed steps for streamlining program processes, and strategies to improve data management, contractor relationships, and customer experiences. Tools and resources were presented as examples of how these ideas can be implemented in programs across the country.

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 was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

Residential air-source heat pumps (ASHP) are a heating and air-conditioning technology that use electricity to provide a combination of space heating and cooling to homes. A new generation of ASHPs has come to market over the past five years. This report evaluates the key market barriers as well as potential opportunities to leverage. Based on an assessment of the regional ASHP market, it is clear that while ASHPs have established a viable and growing market, there remains a significant opportunity to further accelerate adoption of the technology and in the process achieve energy and cost savings to the Northeast and Mid-Atlantic region.

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.

The U.S. Department of Energy's (DOE) Building America research team, Advanced Residential Integrated Energy Solutions Collaborative (ARIES), worked with four public housing authorities (PHAs) to develop packages of energy-efficiency retrofit measures that PHAs can cost-effectively implement with their own staffs during the normal course of housing operations when units are refurbished between occupancies. More than 1 million public housing units supported by the U.S. Department of Housing and Urban Development (HUD) provide rental housing for eligible low-income families across the country, ranging from single-family houses to multifamily, high-rise apartments.

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.

This webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

The Regional Roundup of Energy Efficiency Policy is intended to give policymakers, regulators, efficiency proponents, program administrators and other stakeholders a comparative view of the progress of energy efficiency policies and programs across the Northeast/Mid-Atlantic region. Along with state-level highlights, the report examines regional trends and shared challenges in harnessing the potential of energy efficiency to meet today’s pressing energy and environmental challenges.

This guide for states highlights energy efficiency as a least-cost strategy to meet air pollution reduction and other policy objectives, including energy affordability and reliability. It presents established policy and program “pathways” to advance demand-side energy efficiency.

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 provides information and tools for policymakers, regulators, utilities, shared renewable energy developers, program administrators and others to support the adoption and implementation of shared renewables programs specifically designed to provide tangible benefits to low income and moderate income individuals and households.

This summary from a Better Buildings Residential Network peer exchange call focused on strategies for scaling up and growing residential energy efficiency programs or contracting businesses. It covered PG&E's Residential Energy Efficiency Program's Pay for Performance (P4P) program. It also covered priority areas to consider when scaling up a program, such as contractor sales and marketing training and maintaining quality.

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 summary from a Better Buildings Residential Network peer exchange call focused on combining energy and water conservation services.

Home energy management systems (HEMS) continue to present a unique opportunity and challenge. While energy savings have been documented for many HEMS, some of the most promising opportunities from these devices and systems can be found in the internet of things (IoT) and smart home technologies. This report presents market updates, a regional goal, and strategies to drive market transformation and achieve the many benefits from HEMS and the Smart Energy Home.

Applying well documented stipulated (deemed) values is a common practice for determining the savings from energy efficiency projects and programs and the databases where such deemed values are cataloged are called Technical Reference Manuals (TRMs). This webcast introduces the use of deemed savings, information on setting up and updating TRMs, lessons learned, and resources for state officials. As examples, speakers discuss the content and development processes used for the Northwest regional TRM and the Iowa state TRM.

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.

Energy efficiency collaboratives vary greatly and are typically designed for a specific jurisdiction, making them hard to compare side by side. This guide seeks to highlight a few common elements and draw conclusions on the overall effectiveness of specific characteristics of collaboratives. This guide defines and examines four different types of collaboratives in terms of their origin, scope, decision-making method, membership, duration, available resources, and how they interact with and influence their respective commissions.

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 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 MF HERCC Recommendations Report 2015 Update expands the 2011 publication, and delivers explicit and refined recommendations for multifamily energy efficiency program administrators and implementers.

This guide identifies 12 best practices for policymakers, regulators, and program administrators to help building owners invest to increase the energy efficiency of multifamily affordable housing.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on the challenges, requirements and opportunities to advance staged upgrades in the home upgrade market.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on how energy efficiency initiatives relate to real estate marketing.

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.

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.

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 methods, reactions and legal considerations of contractor rating and feedback systems.

This report analyzes and develops estimates of non-energy impacts that could be included in cost effectiveness analyses for the EmPOWER Maryland energy efficiency programs. Four non-energy benefits are included in this analysis: air emissions, comfort, commercial operations and maintenance (O&M), and utility bill arrearages. In all four cases, a recommended value and methods for including them in future EMPOWER costs effectiveness analyses are provided.

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.

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.