2012 annual data report - energy star2012 projects 2013 projects target total 2012 projects: 56,781...

1 | Building Technologies Office eere.energy.gov

Confidence in data content is limited due to variance in respondents interpretation of questions posed in the 2012 annual data call. Additionally, error may be compounded by limited dataset.

1 eere.energy.gov energystar.gov

2012 Annual Data Report Summary of Findings

Ely Jacobsohn, DOE, HPwES Program Manager

Courtney Moriarta, SRA, Technical Lead

Gannate Khowailed, SRA, Data Lead



• In January 2013, DOE issued an Annual Report Data Call to HPwES Sponsors requesting:

Final overall CY 2012 results; and

Program plans for CY 2013 and beyond

• Data analysis will attempt to:

Detect trends across programs and identify successful strategies to inform program development on the local level

Inform the HPwES Program operational support and strategy for on-going development

Enlighten DOE’s broader residential network strategy and demonstrate the value of residential retrofit

2012 HPwES Sponsor Annual Reports



Note on Data Quality:

• Variation in the basis for

certain key data points

including:

– Reported energy savings may

include electric only, electric

and gas combined, or all fuels

– Energy savings estimates may

be based on whole-building

energy models, deemed

savings estimates, or other

methods

– Program costs may include

program administration,

marketing, QA, EM&V, or a

subset of those costs

Response Rate of 88%

Response Results:

44 out of 50 active Sponsors

submitted 2012 Annual Reports

These 44 Sponsors completed

72,944 projects in 2012.

Representing about 93% of all

completed projects for the year

Caution in drawing conclusions:

Varied interpretations on

data requested

Not all questions answered

Limited sample size



0.0

0.5

1.0

1.5

2.0

Th

ou

sa

nd

s

2013 Anticipated Project Growth (37 of 50 active Sponsors)

0

5

10

15

20

25

Focus onEnergy

Cons.Energy

DEO LIPA NJBPU NYSERDA CL&P/UI n

Th

ou

san

ds

0

200

400

600

800

1,000

2012 Projects 2013 Projects Target

Total 2012 Projects: 56,781

Total 2013 Projects Target: 57,008

% Projected Growth: 0.5%

N= 37



% Projected Growth: 9.1%

High Volume Sponsors (>2,000 projects per year)

Medium Volume Sponsors (2000>projects per year>500)

Low Volume Sponsors (<500 projects per year)



% Projected Growth: 37%

Total 2012 Projects: 879


% Projected Growth: 340%



0

0

4

4

6

6

7

7

34

0 20 40

State general funds

Oil/Propane networkfunds

Carbon allowance funds

Private investment

Forward capacitymarkets

State energy efficiencyfunds

Other grant funds

Federal grants

Rate-payer surcharges

Number of Sponsors

2012 Sources of Program Funding

0

0

44,178

1,228

40,151

11,754

18,233

4,075

69,563

State general funds

Oil/Propane networkfunds

Carbon allowance funds

Private investment

Forward capacitymarkets

State energy efficiencyfunds

Other grant funds

Federal grants

Rate-payer surcharges

0 40,000 80,000

Projects Completed 2012

N=44 N= 72,944



0

1

2

3

4

5

0 1 2 3 4 5

2012 B

ud

get

(Mil

lio

ns)

1 2 2

Sponsor Program Budget Projections

Programs

reporting

shrinking

budgets, are

all Rate-Payer

funded

Programs

with growing

budgets, tend

to diversify

their sources

of funding

Growing Budget Shrinking Budget Steady Budget

Over $4M $2M-$4M $1M-$2M $500k-$1M Less than

$500K 2013 Budget N=39



2013 Sponsor Programs by Budget

N=42

Less than $500K

3%

$500K - $1M 2%

$1M - $2M 2%

$2M - $4M 9%

Over $4M 84%

% of Projects Completed 2012

18

6 5

6 7

Lessthan

$500K

$500K -$1M

$1M -$2M

$2M -$4M

Over$4M

Nu

mb

er

of

Sp

on

so

rs



Sponsor Programs with < $1M Budgets

0

100

200

300

400

500

600

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0.9

1.0

Pro

jects

Co

mp

lete

d

Co

st

to S

po

nso

rs (

Millio

ns)

Program Cost Projects Completed Projects Completed (Sponsors Recently Joined)

24 active HPwES Sponsors reported a program budget of less than $1 Million for CY2012

On average these Sponsors completed 170 projects, with a maximum of 530 projects per Sponsor

On average, each of these projects realize 10 MMBtu’s of site energy savings

HPwES Sponsors



Cumulative Program Cost to Sponsors Excluding Participant Cost

Total reported

cost to

Sponsors for

CY2012 =

$212.4 Million

70% of

reported

program costs

went to

homeowner

incentives

Administrative

incentives

represent 26%

55

150 7.4

0

50

100

150

200

250

Administrative Costs Incentive toHomeowners

Incentive toContractors

Mil

lio

ns

N=40

24% 26% 27%

76% 70% 70%

N/A 4% 3% 0%

20%

40%

60%

80%

ACEEE 2009* HPwES Sponsors NEEP REED**

% o

f To

tal

Bu

dg

et

Administrative Costs Incentive to Homeowners Incentive to Contractors

*: Saving Energy Cost-Effectively: A National Review of the Cost of Energy Saved Through Utility-Sector Energy Efficiency Programs

**: http://www.neep-reed.org/Focus.aspx . Excluding the Others Category .

http://www.neep-reed.org/Focus.aspx






Weighted average cost to

Sponsor per project is $3,000

0.0

0.8 1.0 1.3 1.5 1.5 1.6 1.7 1.7 1.9 2.0 2.0 2.0 2.2 2.2 2.3 2.5

2.8 2.9 2.9 3.3 3.5 3.6

3.9 4.1 4.2 4.4 4.4 4.5 5.0 5.1

5.9

6.8 7.2

7.7

9.6

11.8 12.4

0

2

4

6

8

10

12

14

Co

st

to S

po

nso

r p

er

Pro

ject

(Th

ou

san

ds D

ollars

)

Average Sponsor Cost per Project (Excluding Homeowner Contribution)

N=37

HPwES Sponsors

Cost to Sponsor

Per Project

Total Reported Admin plus

Homeowner and

Contractor Incentives

Number of HPwES

Projects Completed

in 2012



Types of Consumer Incentive Offers

0%

10%

20%

30%

40%

50%

60%

70%

80%

Measure-basedrebates

Project-basedrebates

Low interestfinancing

On-bill financing

75%

61%

36%

16%

80%

70% 70%

40%

Perc

en

tag

e o

f R

esp

on

den

ts

Sponsors, N= 44 Above Average Energy Saving Sponsors, N=10



16 HPwES Sponsors reported

offering financing options to

Homeowners

Financing was always coupled with

project or measure based rebates

Low interest financing is the most

prevailing form

44

16

01020304050

All Offers Rebate and Financing

HP

wE

S S

po

ns

ors

Consumer Incentives – Combining Rebates and Financing

72,276 60,874

0

20000

40000

60000

80000

All Offers Rebate and FinancingPro

jec

ts C

om

ple

ted

ALL large volume Sponsors

offer financing to

homeowners

The 16 Sponsors offering

financing, completed 84% of

projects



Sponsors’ Marketing Strategies and Tactics

95% 89%

80% 75%

70%

57% 52%

23% 18%

0%

20%

40%

60%

80%

100%

120%

Use HPwESLogo

Traditionaladvertising

Onlineadvertising

Social media Direct mail Radio Cooperativeadvertising

Neighborhoodsweeps

Door to door

Perc

en

tag

e o

f R

esp

on

den

ts

N=44

Most Sponsors reported more than one tactic.

Data indicating the effectiveness of marketing tactics used was not collected.



49%

20%

10%

12%

9%

5-10%

11-49%50-99%100%

3 tiers

Quality Assurance

Field Inspection Sampling

Ratio

Field Inspection Schedule

60%

35%

63%

100%

0%

20%

40%

60%

80%

100%

DuringAssessment

DuringInstallation

During Test-out

Postinstallation

56% of Sponsors have in-house staff to conduct inspections

96% complete post-installation inspections within 3 months of

project completion

N=43



0 2 4 5 6

8 9 9 10 10 11 11 12 15 16

19 20 20 21 21 23

25 25 29 29

36 38 38 38

46

60

0

10

20

30

40

50

60

70

Sit

e E

ne

rgy S

avin

gs

(M

MB

tu)/

Pro

jec

t

HPwES Sponsors

Weighted Average (WA) Annual Site Energy Savings per Project ( All fuels included)

N=31

Weighted Average is

20 MMBtu / Project

Site Energy Saving

(MMBtu)/ Project

Reported Annual Site

Energy Saving

(MMBtu)

Number of HPwES

Projects Completed

in 2012

0

5

Category 1Electric (WA - 10MMBtu)



Reported Site Energy Savings and Cost to Sponsor (for all fuels reported)



Low Cost – High Energy Saving Sponsors

Common Features of

Higher Performing

Programs:

Contractor incentives

for some measures

and/or bonuses for

pursuing deeper

energy savings.

Multi-fuel programs,

able to account for

higher savings.

Lower fixed (admin)

cost

Economies of scale:

Minimum of 800

projects in 2012.




0

10

20

30

40

50

60

70

0

5

10

15

20

25

3008Q

1

8Q

2

8Q

3

8Q

4

9Q

1

9Q

2

9Q

3

9Q

4

10Q

1

10Q

2

10Q

3

10Q

4

11Q

1

11Q

2

11Q

3

11Q

4

12Q

1

12Q

2

12Q

3

12Q

4

13Q

1

CR

MI

Ind

ex

Pro

jects

(T

ho

usan

ds)

HPwES Projects CRMI

Comparing HPwES Project Completed and Current Remodeling Market Index (NAHB) Trends

The CRMI is based on a quarterly survey of about 2,000 residential remodelers nationwide. The surveys investigates the

market demand for remodeling at the present time compared to three months earlier. Data shown here is for owner

occupied minor alterations (less than $25,000)



16%

54%

76%

31%

54%

77%

Subsidized equipment

Contractor productionincentives

Subsidizedtraining/certification

Percentage of Respondents

Sponsors with Century Club Awardees, N=13

All Sponsors, N=37

Mid-stream Incentives

69%

52%

0%

10%

20%

30%

40%

50%

60%

70%

80%

Perc

en

tag

e o

f R

esp

on

den

ts

Sponsors with Century ClubAwardees, N= 16All Sponsors, N= 44

Sponsors Offering

Cooperative Advertising




Projects Completed and Participating Contractors per Sponsor 2013-Q1

0

50

100

150

200

250

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

Part

icip

ati

ng

Co

ntr

acto

rs

Pro

jec

ts

13Q1 Projects Number of Active Contractors

HPwES Sponsors

The HPwES program currently has more than 2,000 participating contractors listed as active by their sponsors

Only 530 contractors reported project activity in the last year



Account Manager will send it out by August 2nd

HPwES Sponsor Profile



Collecting annual report data is important to evaluate Sponsor and

Program performance. But, stronger conclusions can be drawn using

improved data

Existing HPwES Sponsors target 9% growth in 2013

Majority of HPwES Sponsors project steady budgets through 2013

Sponsor programs with < $1M budgets, represent more than 50%

of HPwES Sponsorship base and only 5% of completed projects in

2012.

Cost and energy savings range significantly across Sponsors.

About 75% of HPwES participating contractors listed as active,

have not produced projects in the last year.

Initial trend identified across high energy saving, lower cost

Sponsors: target maximizing energy savings by offering more than

project based incentives

Summary



Goals

Research: Enhanced Data Initiatives

Validate average total savings and retrofit cost per HPwES project

Validate average energy use and savings per HPwES project

Facilitate the development of uniform data definitions and standardized

performance metrics among stakeholder groups (HPXML, BPD,BAFDR)

Identify HPwES market penetration and investment in the home performance

industry

Hypothesis

Enhanced data collection and analytical models can help demonstrate the value of

HPwES and promote broader participation and investment in the HP industry



2013 Annual Data Call

Clarify questions asked

Seeking increased precision for most important data points (energy

saved, costs)

Continue to streamline the process

2013 Q2 Data Call

Due July the 31st

Launch Collaborative Research effort

Looking forward to your feedback!

Thank You!

Future Outlook and Next Steps!




http://www.energystar.gov/homeperformance

• Ely Jacobsohn, DOE, HPwES Program Manager – [email protected]

• Courtney Moriarta, SRA, Technical Lead – [email protected]

• Gannate Khowailed, SRA, Data Lead – [email protected]

For more information

http://www.energystar.gov/homeperformance

2012 annual data report - energy star2012 projects 2013 projects target total 2012 projects: 56,781...

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