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Author(s)
Bay Area Regional Energy Network
Publication Date
Organizations or Programs
Bay Area Regional Energy Network

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.

Author(s)
California Public Utilities Commission
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
California Public Utilities Commission
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
U.S. Department of Energy
Publication Date

The Better Building Clean Energy for Low Income Communities Accelerator (CELICA) offers a list of federal funding and financing resources and technical assistance programs for low-to-moderate income community projects. It is a worksheet for program managers to map out relevant resources for their planning or program needs.

Author(s)
NMR Group, Inc.
Publication Date

This report includes a billing analysis, process evaluation, and baseline study for the Connecticut Residential New Construction (RNC) program. It also includes the results of the process evaluation.

Author(s)
Energy Circle, LLC
Publication Date

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

Author(s)
Energy Circle, LLC
Publication Date

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

Author(s)
Efficiency Vermont
Publication Date
Organizations or Programs
Efficiency Vermont

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.

Author(s)
NMR Group, Inc.
Publication Date

This report is an update of findings from three prior evaluations of Eversource's Home Energy Reports (HERs) Pilot Program. The HERs pilot program began in January 2011. The pilot program randomly selected residential customers to whom it sent reports rating their energy use, comparing it to that of their neighbors, and suggested ways for the households to save energy.

Author(s)
Navigant Consulting, Inc.
Publication Date

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.

Author(s)
Ouachita Electric Cooperative,
Eetility
Publication Date
Organizations or Programs
HELP PAYS

This report reviews Ouachita Electric Cooperative's transition to its HELP PAYS® tariffed on-bill investment program. This analysis uses data for the first nine months of the program launched in 2016. Some of those benefits are being validated immediately by the market response in the service area compared to the same period of the prior year with HELP, the on-bill financing program that HELP PAYS replaced.

Author(s)
Pacific Gas and Electric Company
Publication Date
Organizations or Programs
Pacific Gas & Electric Company (PG&E)

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.

Author(s)
NMR Group, Inc.,
The Cadmus Group, Inc.
Publication Date

This report for the Connecticut Energy Efficiency Board provides a review of best practices in impact evaluation, recommendations for calculating oil and propane savings, and discusses the impact evaluation findings for the Home Energy Services (HES) and Home Energy Services-Income Eligible (HES-IE) Programs. This best practices review provides an overview of key evaluation protocol and guideline documents.

Author(s)
Southern California Edison Company
Publication Date
Organizations or Programs
Southern California Edison Company

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.

Author(s)
Southern California Gas Company
Publication Date
Organizations or Programs
Southern California Gas Company

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.

Author(s)
The Cadmus Group, Inc.
Publication Date
Organizations or Programs
Focus on Energy

This Technical Reference Manual (TRM) defines the consensus calculations of the electric and natural gas energy savings and the electric demand reductions, achieved from installing energy efficiency and renewable energy measures that are supported by Focus on Energy programs.

Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine

Year in review annual report which includes program data and success stories.

Author(s)
Navigant Consulting, Inc.,
ILLUME Advising, LLC
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergyLogic,
Built Green Colorado

Focusing on Colorado Springs, Colorado, as a case study, the U.S. Department of Energy's Building America research team IBACOS suggests a win-win between a builder's investment in energy efficiency and that builder's ability to sell homes. Although this research did not ultimately determine why a correlation may exist, a builder's investment in voluntary energy-efficiency programs correlated with that builder's ability to survive the Great Recession of 2007 to 2009. This report explores the relationship between energy-efficiency ratings and the market performance of several builders in Colorado Springs.

Author(s)
California Central Coast Regional Energy Network
Publication Date
Organizations or Programs
California Central Coast Regional Energy Network

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.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Elevate Energy

This case study features Better Buildings Residential Network members Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST), nonprofit members that develop energy efficiency solutions for multifamily and affordable housing communities.

Author(s)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Mass Save,
National Grid,
Efficiency Maine,
Efficiency Vermont,
New York State Energy Research and Development Authority (NYSERDA)

This report identifies opportunities for Connecticut's Home Energy Solutions program (HES) to increase savings related to air sealing, duct sealing, and insulation.

Author(s)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

This report is the process evaluation of the Connecticut Multifamily (MF) Initiative, which leveraged the state's Home Energy Solutions (HES) and Home Energy Solutions-Income Eligible (HES-IE) programs. The objective of this process evaluation is to provide actionable recommendations about how to improve the design, delivery, and administration of the MF Initiative.

Author(s)
The Cadmus Group, Inc.
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date

Home heating is the largest energy expense for most U.S. homeowners and accounts for nearly 30% of energy used in the nation's residential buildings. Millions of homeowners in colder regions of the country do not have natural gas available, leaving furnaces to be fueled with heating oil, propane, or electricity. This can often result in higher heating bills for homeowners. However, soon, these 2.6 million homeowners living in cold climates will have another, efficient home heating option. Oak Ridge National Laboratory (ORNL), collaborating with Emerson Climate Technologies, developed a prototype for an air-source heat pump for the colder regions of the country--one that heats better and uses significantly less energy.

Author(s)
NMR Group, Inc.,
Energy Futures Group
Publication Date
Organizations or Programs
Efficiency Maine

This report presents the results from a comprehensive impact and process evaluation of Efficiency Maine's Low-Income Multifamily Weatherization Program.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Elevate Energy,
ICAST’s ResourceSmart initiative

This case study addresses multifamily energy upgrade experiences by two members of the Better Buildings Residential Network—Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST).

Author(s)
EMI Consulting
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
DDB
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
Navigant Consulting, Inc.,
ILLUME Advising, LLC
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date

This case study features New York City Energy Efficiency Corporation (NYCEEC), a member that focuses on financing energy efficiency and clean energy upgrades for multifamily buildings in the city and surrounding communities.

Author(s)
DNV GL
Publication Date
Organizations or Programs
National Grid

This report presents the results of the evaluation of National Grid Rhode Island's 2014 EnergyWise program. EnergyWise is designed to achieve energy savings in single family (1-4 unit) residential homes by directly installing efficient lightbulbs and water heating measures, providing devices for homeowner use, and offering building shell retrofit rebates.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Arizona Public Service (APS)

This case study of Arizona Public Service (APS) and Arizona’s HPwES Sponsor, FSL Home Energy Solutions (FSL), focuses on their continuous improvements designed to elevate customer and contractor experience while boosting program cost-effectiveness.

Author(s)
DNV GL
Publication Date
Organizations or Programs
National Grid

This report provides the electric and natural gas impacts from the suite of National Grid Multifamily Retrofit Programs as determined through a billing analysis.

Author(s)
Chris Baker, Arizona Public Service
Publication Date
Organizations or Programs
Arizona Public Service (APS)

This presentation discusses process management improvements that Arizona Public Service made to streamline their program and advance home energy upgrades.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Elevate Energy

In this project, the U.S. Department of Energy Building America team Partnership for Advanced Residential Retrofit (PARR) worked with Elevate Energy on three tasks: to conduct pre- and post-retrofit analysis on the income and expense data of 13 Chicago-area multifamily buildings, to compare Chicago income and expense data to two national samples, and to explore the ramifications that energy-efficiency retrofits have on nine Chicago-area neighborhoods.

Author(s)
U.S. Department of Energy
Publication Date

Better Buildings Energy Data Accelerator (BBEDA) partners Salt Lake City, the investor-owned electric utility Rocky Mountain Power (RMP), and the investor-owned natural gas utility Questar worked with community stakeholders throughout 2014 and 2015 to design and implement a data access solution. As a result, RMP created a data access portal for its customers in 2016, and Questar is working toward a data access solution that will be operational by 2017.

Author(s)
Navigant Consulting, Inc.,
ILLUME Advising, LLC
Publication Date
Organizations or Programs
National Grid,
Eversource

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.

Author(s)
U.S. Department of Energy
Publication Date

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

Author(s)
U.S. Department of Energy
Publication Date

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

Author(s)
U.S. Department of Energy
Publication Date

Volume 3 of the Better Buildings Neighborhood Program Evaluation Report statistically identifies factors associated with successful residential energy upgrade programs using a survey sampling, cluster analysis, and multivariate regression approach.

Author(s)
U.S. Department of Energy
Publication Date

Volume 6 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013. This volume includes case studies that describe successful strategies that programs used during the evaluation period.

Author(s)
U.S. Department of Energy
Publication Date

This case study interview shares how GTECH (Growth Through Energy and Community Health) Strategies, a Better Buildings Residential Network member, developed and maintains strong strategic partnerships with trusted local companies and organizations to meet a shared goal of completing 100 home energy upgrade projects.

Author(s)
U.S. Department of Energy
Publication Date

This case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.

Author(s)
UIL Holdings Corporation,
Eversource Energy
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

This technical reference manual provides detailed, comprehensive documentation of resource and non-resource savings corresponding to the Energy Efficiency Fund program and individual Conservation and Load Management (C&LM) program technologies.

Author(s)
Efficiency Maine Trust
Publication Date
Organizations or Programs
Efficiency Maine

This Multifamily Technical Reference Manuals (TRMs) provide documentation for the Trust's calculation of energy and demand savings from energy efficiency measures.

Author(s)
Research Into Action, Inc.,
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

Because of its potential to reduce customers’ first costs and leverage private funds, financing has been increasing in importance as a strategy for facilitating energy upgrades as program administrators seek to meet ambitious goals in a shifting energy efficiency landscape. This paper evaluates the experience of BBNP grantees to identify how programs can most effectively integrate loan offerings into their broader efforts to promote energy efficiency upgrades. The paper also identifies best practices from grantees’ experience related to integrating financing into program outreach and trade ally interactions.

Author(s)
Weatherization Assistance Program
Publication Date
Organizations or Programs
Weatherization Assistance Program

The Recovery Act Evaluation was performed to provide information on the costs and benefits of WAP services in different parts of the country and for different types of housing. It was also performed to provide a comprehensive picture of the Program (including the characteristics of the clients, housing stock, and service providers), assess program administration, document experiences during the Recovery Act period, and conduct several special studies.

Author(s)
Weatherization Assistance Program
Publication Date
Organizations or Programs
Weatherization Assistance Program

The Retrospective Evaluation was performed to provide information on the costs and benefits of WAP services in different parts of the country and for different types of housing. It was also performed to provide a comprehensive picture of the Program (including the characteristics of the clients, housing stock, and service providers) and assess program administration.

Author(s)
Honeywell
Publication Date
Organizations or Programs
New Jersey Clean Energy Program

This study examined consumer awareness and opinions concerning the New Jersey Clean Energy Program (NJCEP). Research areas included New Jersey homeowners' awareness of NJCEP, an assessment of attitudes towards energy efficiency, the main benefits associated with energy efficiency, key drivers associated with purchasing energy efficient products, the best methods for increasing consumers awareness of NJCEP, and obstacles to implementing energy efficiency measures in the home.

Author(s)
National Association of State Energy Officials,
Alabama Department of Economic and Community Affairs
Publication Date
Organizations or Programs
AlabamaWISE

This case study presents information about the AlabamaWISE program. It includes background information, approaches the program took to enhance home energy efficiency, and results achieved by the program.

Author(s)
Maryland Clean Energy Center
Publication Date

During the 2014 legislative session, the Maryland General Assembly passed Senate Bill 985 (Chapter 365 of the 2014 Laws of Maryland) entitled “Maryland Clean Energy Center—Green Banks & Clean Bank Financing Study,” which directed MCEC to study the feasibility of developing a green bank for the State of Maryland. This study focuses primarily on the role of green banks in financing renewable energy and energy efficiency and on the potential need for a green bank in Maryland.

Author(s)
Amy Beley, Build It Green
Publication Date
Organizations or Programs
Build It Green

This presentation discusses Build It Green's new model for contractor engagement that provides more support to higher performing contractors and strategies the organization is using to address issues with contractor data reporting and tracking.

Author(s)
Harcourt Brown & Carey
Publication Date

This report proposes a set of data elements that should be collected for each residential and non-residential project, including borrower, property, project, and financing information at the time of the installation.  The data set also includes post-installation information on the performance of both the financing and the project.  These data elements were selected based on an assessment of various data “users” (financial institutions, policy makers, vendors, program administrators, etc.) and their “uses” for the data (what questions would the users want the data to answer). The report also sets out the sources of the data and a methodology for collecting, managing and providing access to the data, and addresses privacy issues and the use of data anonymization and aggregation.

Author(s)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

The study involved on-site visits to 180 single-family homes across Connecticut. The team assessed compliance with the weatherization standard using both the prescriptive and performance paths and made recommendations to improve program quality.

Author(s)
U.S. Department of Energy
Publication Date

This worksheet can help you organize your ideas and methods for creating an effective evaluation plan.

Author(s)
Gavin Hastings, Arizona Public Service
Publication Date

This presentation describes how APS' decision to switch to flexible requirements for energy assessment and modeling software and data transfer using HPXML standards reduced administrative time and improved contractor satisfaction.

Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine
A short, checklist-style form that contractors complete to participate in Efficiency Maine. The form allows contractors to verify whether they meet basic program requirements, identify their specialized service offerings and qualifications, and describe other information about their businesses.
Author(s)
Efficiency Vermont
Publication Date
Organizations or Programs
Efficiency Vermont

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.

Author(s)
Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix

This summary report provides scientific results, lessons learned, and recommendations for driving energy efficiency in existing buildings on an urban scale. It includes program marketing lesson learned, such as: personal outreach and call to action events are critical marketing opportunities.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)
In this Focus Series interview, Greater Cincinnati Energy Alliance (GCEA) leaders describe how GCEA helped jump-start the region's home performance contracting market by removing a common barrier to entry for contractors -- investing in new equipment.
Author(s)
DNV KEMA Energy & Sustainability
Publication Date

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.

Author(s)
Northeast Energy Efficiency Partnerships, Inc.
Publication Date

The Model EM&V Methods Standardized Reporting Forms were prepared by the Regional Evaluation, Measurement and Verification Forum (‘the Forum’).  The Forum embarked to create a model template that supports greater transparency of program administrator/state EM&V practices used to calculate EE savings via a straightforward, standardized EM&V methods ‘check list.’  This type of document is intended to help energy and environmental policy and market players readily understand and compare EM&V approaches used to estimate reported EE program savings to inform their specific needs. 

Author(s)
TecMarket Works
Publication Date

This evaluation plan for the New Hampshire Public Utilities Commission includes a market assessment framework which includes indicators of progress toward market transformation; evaluation recommendations for the 2015-2016 program implementation period; and a 6-year evaluation plan for each program or customer sector.

Author(s)
Center for Energy Economic and Environmental Policy
Publication Date
Organizations or Programs
New Jersey Clean Energy Program

This evaluation and research plan sets out a proposed process for establishing and executing a detailed evaluation and research plan for New Jersey's Clean Energy Program.

Author(s)
APPRISE Inc.
Publication Date
Organizations or Programs
New Jersey Clean Energy Program

This memo provides a review of the New Jersey Comfort Partners Energy Saving Protocols, recommends changes to the calculations and additional calculation protocols for measures not included, and calculates engineering estimates for those proposed energy savings formulas.

Author(s)
Opinion Dynamics Corporation
Publication Date

This report presents findings from the Energy Forward Consumer Messaging Study. The purpose of this study is to assess
whether Northwest Energy Efficiency Alliance can deploy the Energy Forward mark as a platform or parent brand for all of its
initiatives.