California Investor-Owned Utilities:

2009-11 Home Energy Efficiency Survey Program

CPUC Residential Whole House Program Workshop

June 11, 2009
 Overview
• Program Description
• Links to the Strategic Plan
• Integration with the Whole-House Home Performance Program
• IOU Perspective on ED Staff Straw Man Proposal

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 Program Description
• This program is a continuation of the existing statewide Home Energy Efficiency Survey (HEES)
Program, which is coordinated among all IOUs
– IOUs share similar program theory, design and goals
– IOUs may implement logistics differently
– SCE/SCG implement a joint program
• HEES provides residential customers with information to help them become familiar with ways to
control and reduce energy and water usage in their homes as a path towards comprehensiveness
• Program is offered in multiple languages (e.g., English, Spanish, Chinese, Vietnamese and Korean)
to reach California’s diverse culture
• Up to four surveys delivery options available depending on the needs of customers
– Mail-In Energy Survey
– On-Line Energy Survey
– In-Home Energy Survey
– Phone Energy Survey
• Program provides survey results to enable participants to understand how their energy use varies
throughout the year and how their households compares with similar households
– Detailed information on their actual energy usage, including rate and usage analysis
– Information and literature on water conservation other integrated demand-side management programs (e.g.,
Residential Energy Efficiency, Summer Discount Plan, California Solar Initiative, Peak Demand Initiatives and
Low Income Energy Efficiency
– Recommendations are based on a whole-house system approach
– In the case of In-Home Energy Surveys, participants can start receiving instant savings with the free retrofit kit
(CFLs, LEDs, faucet aerators and other small energy-saving devices)

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 Program Description (cont.)
Delivery Channels Options by IOU
• Delivery channel options vary by IOU
– Pilot program proposed customized for the SCE SCG PGE SDGE
multifamily market segment Mail-In Survey X X X X
• Program fosters market transformation to On-Line Survey X X X X
energy efficiency by providing:
In-Home Survey X X X X
– Energy efficiency information
Phone Survey X X X n/a
– Awareness of specific measures and
practices Multifamily Survey n/a X X X
– Ability to read or understand information Retrofit Kit
related to energy efficiency Offering
• Statewide marketing campaigns will use CFLs X X n/a X
multiple communication channels
Faucet Aerators X X TBD TBD
– Direct mail, email blasts, online marketing,
fliers Showerheads X X TBD TBD
– Outreach efforts through community- and LED Night Lights X X TBD TBD
faith-based organizations, local community
events, green initiatives, etc. Air-Filter Alarms X X TBD TBD

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 Program Description (cont.)
• IOUs will provide over 300,000
energy surveys for 2009-11 2009-11 Goals

• Innovation SCE SCG PGE SDGE

On-Line 62,500 15,000 40,000 1,500
– Improvements to HEES report Survey
recommendations (e.g., add
Mail-In 37,500 15,000 21,000 2,250
demographic data, percentage
Survey
of consumption reduction,
carbon foot print calculator In-Home 22,500 16,500 7,500 n/a
Survey
– Provide quarterly follow-up Phone 2,500 n/a 900 n/a
reports to reinforce and keep Survey
customers engaged in energy Total 125,000 46,500 149,400 8,250
efficiency in their home
– Develop new audit tools and
implement software and system
upgrades
– Expand outreach efforts with
schools to encourage families
to take action

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 Links to the Strategic Plan
Goal 2 Transform home improvement
markets to apply whole house
Residential energy solutions to existing
Sector homes
including Low
Income
Goal 8.3 Deliver integrated DSM options
that include energy efficiency,
DSM demand response, energy
Coordination management and self
and Integration generation measures, through
coordinated marketing and
regulatory integration
Goal 9.2 Ensure that minority, low
income and disadvantaged
Workforce, communities fully participate in
Education and training and education
Training programs at all levels of the
DSM and energy efficiency
industry
•Deliver new HEES report which will strive to implement decision
triggers and call to action to support advancement of whole-house
energy solutions
•Pursue initiatives to reverse the growth of plug load energy
consumption through behavioral solutions
•IOUs will collaborate with local water agencies, municipals and
other stakeholders to develop and implement a comprehensive
plan for the HEES program.
•Further integration strategies to develop the one-stop shop for
energy efficiency programs such as WHHP and other DSM
programs (CSI, SDMP, Peak Demand and LIEE)
•Develop comprehensive training curriculum to formalize
knowledge base of the energy survey workforce.
•Train in-home energy auditors in areas of energy conservation and
technologies towards increased knowledge based on demand-side
management and energy efficiency.
•In-home energy auditors will undergo WHHP training and
certification and provide referrals for the WHHP program.
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 Integration with WHHP Program
• HEES drives customers to take action through DSM programs by providing
specific recommendations on actions and information
• Leverage HEES to move consumers on a path towards comprehensive
whole-house energy solutions
– HEES Energy Report will be a primary mechanism to drive customers to save
energy by educating them on their household impacts to the environment while
comparing household usage with similar households
– Lead customers to whole-house products and services, including financing
options, energy efficiency product and service providers, rebate/incentive program
applications and customer service touch points
• IOUs will utilize data collected from the surveys to provide targeted marketing
and strategic planning opportunities for WHHP and other residential energy
efficiency and DSM programs
• In-Home Energy Survey auditors will undergo WHHP training and provide
referrals for the WHHP program.
• Provide customers with the option of receiving a blower door test during the
in-home survey to generate leads for the WHHP program

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IOU Perspective on ED Staff Straw Man Proposal

• HEES already provides a path towards more comprehensive offerings

to reach energy consumers across California’s diverse climates,
cultures and demographic segments
• The 2009-11 Residential Energy Efficiency Program is a bundle of
offerings that does in fact responds to a “convergence of influences”
– Programs are designed to offers different entry and exit points and
several lanes towards savings
– Every single measure offered is a path towards comprehensiveness
• 2009-11 IOU programs are already in alignment with Waxman-
Markey Bill

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 California Investor-Owned Utilities:
2009-11 Whole-House
Home Performance Program

CPUC Residential Whole House Program Workshop

June 11, 2009
 Overview
• Program Description
• Links to the Strategic Plan
• Integration with DSM Programs
• IOU Perspective on ED Staff Straw Man Proposal

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 Program Description
• For SCE, continuation and enhancement of the WHHP pilot in 2006-08
• IOUs will implement local programs with the intent of developing a statewide program by 2012
– SCE and SCG offer joint programs
• Delivers comprehensive improvement packages tailored to the needs of each existing home and its
owner and provides consistent standards of professional branding associated with DOE/EPA’s
Home Performance with ENERGY STAR® Program
• Solicits, screens, and trains qualified residential repair, renovation, and HVAC contractors to
assemble a capable contracting team to perform whole-house diagnostic, develop a comprehensive
improvement package, complete recommended improvements, and verify and report overall results.
• Incentives are new for 2009-11 and will be offered to homeowners and contractors
– Customers receive incentives and information on available financing options to help offset costs for installing
WHHP measures performed by an eligible WHHP contractor
– Contractors receive incentives for formal home diagnostics, post-retrofit quality assurance testing and
reporting data on all jobs
• “Prescriptive” program approach design will be used with a third-party implementer to conduct
contractor training and verifications
• Provides participating contractors a full range of services including technical training, business
(marketing and sales) seminars, field mentoring, specialty team building and support, including
website materials, email newsletters, online peer group Q&A form and broad range of alliance-
building tools

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 Program Description (cont.)

• 9-day technical training is used to improve Training Outline

contractor skills and to introduce the basic
concept of energy efficient home repair and Day 1 Classroom – Home Performance
renovation practices
Day 2 Classroom – Building Science
• Small field mentoring in technical and
proposal development Day 3 Classroom – BPI Certification
– Building science, home assessment, proper Day 4 Field – Home Performance Testing
remediation, including intensive day of in-
home, hands-on diagnostic practice Day 5 Field – Home Performance Testing
– Advanced training with and additional day in
an actual home and access to Building Day 6 Classroom – Presenting Test Results
Performance Institute (BPI) technical
certification for quality installations Day 7 Classroom Building Enclosure and BPI
– Technical and proposal development activities
Day 8 Classroom – HVAC Issues and BPI
• Business (marketing and sales) seminars
will be offered to help contractors learn the Day 9 Classroom – Review/BPI Test
most cost-effective methods of selling home
performance to customers
– Provides contractors with information on
independent financing options to address
customer financing barrier

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 Program Description (cont.)
2009-11 Goals
• IOUs have trained more than 1,800
contractors since 2006 SCE/ PGE SDGE
SCG
• As required by ENERGY STAR®, the
program’s implementer will randomly
select 5% of each contractor’s reported 1,500 200 TBD
retrofit for on-site job verification and
review 100% of the job data inputs from
contractors.
– IOUs will also perform random
verifications
• Public marketing activities help to
educate customers about the
advantages of whole-hose
improvements to increase their demand
for such success
– Direct mail, fact sheets, bill inserts and
integration with the Home Energy
Efficiency Survey Program
• WHHP will work through our
partnerships with local governments to
support AB 811

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 Integration with DSM Programs
• HEES will generate leads for WHHP services
• Customers are made aware of DSM programs and are driven to
action, starting with the HEES Program, which provides specific
recommendations on actions and information on rebates and
incentive programs
• By prescriptive approach, WHHP facilitates quick through-put to other
programs and rebate offerings

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 WHHP links to the Strategic Plan
Goal 2: Deploy full-scale whole-house
Existing programs
Homes
Strategy 2-1
Strategy 2-4 Develop financial products
and programs such as on-bill
financing to encourage
demand for energy efficiency
building products, home
systems and appliances
Strategy 2-5 Increase title 24 compliance
through specific measures
leading to aggressive
statewide enforcement
•WHHP influences homeowner “decision triggers” to improve
home efficiency and to help customers understand the
advantages to increase participation and maximize energy
efficiency goals
•Financing Committee to explore opportunities presented by
emerging financing mechanisms such as AB811
•WHHP supports this goal by training contractors on financing
options so that they can make customers aware of the options
independently available in the marketplace
•WHHP will collaborate with local and government partnerships to
support AB 811
•IOUs will explore providing additional incentives to contractors
and customers who go beyond the basic program criteria to
create a demand for higher efficiency
•WHHP offers incentive “kicker” for residents that adopt several
measures
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 IOU Perspective on ED Staff Straw Man Proposal

• 2009-11 IOU program offers a prescriptive incentive package, which

is simple from a customer’s perspective, customer customizable and
buys a higher volume of customer participation
– Prescriptive path offers incentive “kicker” for residents that adopt several
measures
– IOUs are open to exploring other incentive mechanisms as the tools and
resources to effectively implement become available in the marketplace
• IOUs are well-positioned to continue facilitation of WHHP programs
and will collaborate with all market actors to support the growth of the
Home Performance industry
– IOU program offers the essential activities of building a supply of qualified
contractors through training and certification that can offer a building-
science assessment of dwellings for participants that choose to do so
– WHHP will work with the Financial Task Force and local governments to
support AB 811

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