Multi-State Residential Retrofit Project: Process Evaluation Final May, 2014

Multi-State Residential Retrofit Project: Process Evaluation Final May, 2014 Prepared for: National Association of State Energy Officials 2107 Wilson Boulevard, Suite 850 Arlington, VA 22201 This page left blank. Prepared by: Linda Dethman Ellen Rubinstein Andrew Carollo Ashley Fredi Laura James Cynthia Kan Ben Mabee Lauren Mattison Elizabeth Metzler Emily Miller Cadmus/Energy Services Division 720 SW Washington Street, Suite 400 Portland, OR 97205 503.467.7100 This page left blank. Table of Contents Acknowledgements ....................................................................................................................................... 3 List of Abbreviations, Acronyms, and Websites ........................................................................................... 4 Executive Summary ....................................................................................................................................... 7 Introduction ............................................................................................................................................ 7 Overview of State Programs ................................................................................................................... 8 Cross-Cutting Lessons ........................................................................................................................... 14 Conclusions and Recommendations .................................................................................................... 16 1 Overview ............................................................................................................................................... 23 1.1 Multi-State Project Overview...................................................................................................... 23 1.2 Organization of This Report ........................................................................................................ 25 1.3 Evaluation Overview ................................................................................................................... 26 1.4 Evaluability Issues ....................................................................................................................... 29 2 Evaluation Methodology ...................................................................................................................... 31 2.1 Program Materials and EPS Database Review ............................................................................ 31 2.2 Monitoring and Evaluation Plan ................................................................................................. 31 2.3 Baseline Homeowner Survey ...................................................................................................... 31 2.4 Process Flowcharts ...................................................................................................................... 32 2.5 Stakeholder Interviews ............................................................................................................... 33 2.6 Partial and Full Participant Homeowner Surveys ....................................................................... 34 2.7 Market Actor Interviews ............................................................................................................. 37 3 Cross-Cutting Lessons ........................................................................................................................... 41 3.1 Lesson Topics .............................................................................................................................. 41 4 Alabama Program ................................................................................................................................. 55 4.1 Overview of the Alabama Program ............................................................................................. 55 4.2 Goals ........................................................................................................................................... 56 4.3 Process Flowchart ....................................................................................................................... 57 5 Alabama Findings, Conclusions, and Recommendations ..................................................................... 59 5.1 Key Findings ................................................................................................................................ 59 5.2 Conclusions and Recommendations ........................................................................................... 73 6 Massachusetts Program ....................................................................................................................... 78 6.1 Overview of the Massachusetts Program ................................................................................... 78 1 6.2 Goals ........................................................................................................................................... 79 6.3 Process Flowchart ....................................................................................................................... 80 7 Massachusetts Findings, Conclusions, and Recommendations ........................................................... 82 7.1 Key Findings ................................................................................................................................ 82 7.2 Conclusions and Recommendations ........................................................................................... 92 8 Virginia Programs ................................................................................................................................. 97 8.1 Overview of Virginia Programs ................................................................................................... 97 8.2 Differences Among Virginia Programs ........................................................................................ 98 8.3 Goals ........................................................................................................................................... 99 8.4 Process Flowcharts .................................................................................................................... 100 9 Virginia: Findings, Conclusions, and Recommendations .................................................................... 105 9.1 Key Findings .............................................................................................................................. 105 9.2 Conclusions and Recommendations ......................................................................................... 122 10 Washington Program ................................................................................................................... 126 10.1 Overview of the Washington Program ................................................................................. 126 10.2 Goals...................................................................................................................................... 129 10.3 Process Flowchart ................................................................................................................. 130 11 Washington Findings, Conclusions, and Recommendations ....................................................... 132 11.1 Key Findings .......................................................................................................................... 132 11.2 Conclusions and Recommendations ..................................................................................... 148 Appendix A. Baseline Homeowner Survey Instrument (All States) .......................................................... 152 Appendix B. Partial Participant Survey Instrument (Alabama, Virginia, Washington) ............................. 166 Appendix C. Full Participant Survey Instrument (Alabama, Virginia, Washington) .................................. 182 Appendix D. Full Participant Survey Instrument (Massachusetts) ........................................................... 199 Appendix E. Auditor and Contractor Interview Guides (Alabama, Virginia, Washington) ....................... 209 Appendix F. Auditor Interview Guide (Massachusetts) ............................................................................ 219 Appendix G. Lender Interview Guide ........................................................................................................ 222 Appendix H. Real Estate Professional and Appraiser Interview Guide ..................................................... 226 Appendix I. Utility Staff Interview Guide .................................................................................................. 231 2 Acknowledgements Cadmus thanks the project steering committee and staff from the organizations below for their contributions to this evaluation. We also thank the additional parties who provided feedback, including program participants, auditors and contractors, lenders, appraisers, real estate professionals, and utility staff. Without their assistance, this evaluation would not have been possible. Steering Committee Members Program Implementation Organizations Alabama Department of Economic and Community Alliance for Energy Efficiency Community Affairs Conservation Services Group Earth Advantage Honeywell Massachusetts Department of Energy Local Energy Alliance Program Resources Nexus Energy Center National Association of State Energy Officials

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