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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)
Nexus Energy Center
Publication Date

This organization's community outreach YouTube channel includes more than 40 videos about energy efficiency topics and the services the program provides to homeowners.

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)
Consumers Energy
Publication Date
Organizations or Programs
Consumers Energy

The Energy Efficiency Learning Center offers a selection of trainings and resources to enhance participation in utility energy efficiency programs. It allows users to undertake trainings on the latest home performance standards and best practices on their own schedule.

Author(s)
Delaware Sustainable Energy Utility
Publication Date
Organizations or Programs
Energize Delaware

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.

Author(s)
Delaware Sustainable Energy Utility
Publication Date
Organizations or Programs
Energize Delaware

Delaware Sustainable Energy Utility (DESEU) completed a process evaluation to assess the overall effectiveness of program operations. Evaluation activities included reviewing program materials, assessing the program flow, conducting in-depth interviews with program staff and implementers, and conducting surveys with contractors and customers. This report summarizes the key findings and recommendations from these process evaluation activities.

Author(s)
Delaware Sustainable Energy Utility
Publication Date
Organizations or Programs
Energize Delaware

This RFQ from Delaware Sustainable Energy Utility (DESEU) seeks an implementation firm that can deliver the Home Performance with ENERGY STAR (HPwES) Program cost-effectively for a three-year period.

Author(s)
Fort Collins Utilities
Publication Date
Organizations or Programs
City of Fort Collins Utilities

Fort Collins Utilities and partners, Platte River Power Authority (PRPA) and CLEAResult, launched Efficiency Works-Home program, the Efficiency Works- Neighborhoods (EW-N) Pilot. The Pilot is a new model of Utility Energy Efficiency conservation program that is designed for the scale and comprehensiveness of EE and renewables needed to meet the City of Fort Collins Climate Action Plan in the existing home sector.

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

On Efficiency Maine’s "Find a Residential Registered Vendor" locator on its website, customers can see the services each contractor offers, sort the list by distance from the homeowner, and differentiate contractors based on number of projects completed and customer satisfaction. All contractors are added to the list when they meet the program's requirements.

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)
Elevate Energy
Publication Date
Organizations or Programs
Elevate Energy

This flyer provides information about the program's upgrade process, financing, benefits of the program and of home energy upgrades, and eligibility requirements.

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

This calendar provides Energize Connecticut's participating contractors with information on upcoming energy efficiency and renewable energy, classes, seminars and conferences.

Author(s)
Community Investment Corporation,
Elevate Energy
Publication Date
Organizations or Programs
Elevate Energy

This presentation provides an overview of the Energy Savers program for affordable rental housing, its loan structure, and lessons learned.

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)
Focus on Energy
Publication Date
Organizations or Programs
Focus on Energy

This calendar provides Focus on Energy's participating contractors with information on upcoming technical training opportunities, such as conferences, lighting demonstrations, and home efficiency sales and marketing workshops.

Author(s)
Focus on Energy
Publication Date
Organizations or Programs
Focus on Energy

The Trade Ally Code of Conduct outlines the expectations and guidelines related to participation as a registered Trade Ally in the Focus on Energy Program.

Author(s)
Illinois Home Performance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

This calendar provides Illinois Home Performance's participating contractors with information on upcoming residential energy efficiency trainings or events on topics such as HVAC quality installation and an introduction to building science.

Author(s)
Illinois Home Performance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

This free hotline is provided by Illinois Home Performance to help homeowners and energy professionals find quick answers to building science questions.

Author(s)
NYSERDA
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This resource offers guidance for contractor companies on hiring staff and developing their own internal quality management plan and processes.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Denver Energy Challenge,
Efficiency Nova Scotia,
Energize Delaware,
Watt Watchers,
Empower Chattanooga,
Energy Upgrade California

This presentation includes examples of 16 programs' creative marketing materials.  The Better Buildings Residential Network held a March Madness tournament to find the most creative residential energy efficiency messages during March Peer Exchange Calls. Sixteen marketing campaigns were featured in a bracket challenge on the calls, and participants made their picks. Residential Network member the Fuel Fund of Maryland was chosen as the winning message for its Watt Watchers campaign.

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)
NYSERDA
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This manual was developed for participating New York Home Performance with ENERGY STAR (HPwES) contractors. It contains information regarding program rules, incentives, and forms. The purpose of this manual is to help contractors understand and navigate the HPwES program.

Author(s)
NYSERDA
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

New York Home Performance with ENERGY STAR offers a series of training videos for new contractors covering topics such as creating processes and procedures to manage projects, consumer incentives and financing options, and Quality Assurance (QA) inspections.

Author(s)
NYSERDA
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This series of articles, created for New York Home Performance with ENERGY STAR contractors, covers eight proven steps to winning residential energy efficiency jobs.

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)
California Statewide Communities Development Authority
Publication Date

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.

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)
Consumer Federation of America
Publication Date

This marketing press release describes 12 tips for consumers to save energy and money in celebration of the first Energy Efficiency Day.

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)
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)
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)
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)
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)
Arizona Public Service (APS) Company
Publication Date
Organizations or Programs
Arizona Public Service (APS)

This example home performance scorecard shows how a contractor compares to anonymized top and bottom scoring companies, based on their quality of measured installations, scope of work, customer satisfaction, and energy savings achieved.

Author(s)
Focus on Energy
Publication Date
Organizations or Programs
Focus on Energy

Focus on Energy created these co-branding and logo requirements that trade allies, or participating contractors, must adhere to when creating marketing materials related to the program.

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)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves

Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.

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)
NYSERDA
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This Participation Agreement establishes the terms and conditions for all contractors to participate in the NY Residential Existing Homes Program.

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)
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)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

Enhabit uses this 100-Point Performance Check to make recommendations to improve home performance.

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)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works

The Community Power Works program in Seattle, WA uses a program dashboard to track progress against targets. This is an example dashboard from March 2015, which is updated on a monthly basis with progress toward goals for sign-ups, energy audits, home energy upgrades, and energy savings.

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)
NYSERDA Green Jobs-Green New York
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This page contains annual and monthly update reports of the Green Jobs-Green New York 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)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works

This infographic illustrates program accomplishments between 2011 and 2014.

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)
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 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)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California

This plan outlines a brand and marketing strategy to establish Energy Upgrade California as California's central energy management brand and motivate residential and small business energy consumers to take action to better manage their energy use through the brand's comprehensive statewide marketing, education, and outreach campaigns.

Author(s)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

This marketing plan describes a social mobilization approach that leverages social networking, including social media, and word-of-mouth marketing to raise awareness and drive customers to program services. It provides strategies and tactics to target audiences most likely to participate, building on market research and audience segmentation to develop a message platform specifically designed to address their key motivating factors and barriers.

Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

This report builds and expands off of previous research by collecting and evaluating data from 800 Illinois Home Performance (IHP) retrofits. This study investigates homeowner measure package choices in the Illinois Home Performance with ENERGY STAR® (IHP) program compared to cost-optimal choices determined through Building Energy Optimization (BEopt™) modeling software.

Author(s)
Fayette County Better Buildings Initiative
Publication Date
Organizations or Programs
Fayette County Better Buildings Initiative

Example credit application from Fayette County Better Buildings.

Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.