SoCalGas 2010-2011 Residential Program Process … 2010-2011 Residential Program Process Evaluation...

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Transcript of SoCalGas 2010-2011 Residential Program Process … 2010-2011 Residential Program Process Evaluation...

Page 1: SoCalGas 2010-2011 Residential Program Process … 2010-2011 Residential Program Process Evaluation Final ... 3QLWKJ!4!RTO\R!VTJ!$O&SX6SR!UKOLKSPR ... •

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SoCalGas 2010-2011 Residential Program Process Evaluation

Final Report

March 30, 2012

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Table of Contents !"!#$%&'!()$**+,-(...............................................................................................................................(&!"#$#%"&'%()#!*$$+#$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!*!-%.%!&/))#&.*/0!%0-!%0%)1$*$!2#.'/-$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!**!$+22%"1!/3!"#$+).$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!***!

/! &0%,12$#%&10(...................................................................................................................................(/!4,4! *0."/-+&.*/0!%0-!5"/6"%2!(%&76"/+0-!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!4!4,8! "#$#%"&'%()#!*$$+#$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!8!

3! !'+4$+%&10(*!%512)(+02(2+%+(#144!#%&10(..................................................................(6!8,4! 5'/0#!$+"9#1$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!:!8,8! *0;-#5.'!*0.#"9*#<$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!=!8,>! (#$.!5"%&.*&#$!%$$#$$2#0.!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!=!8,:! 6*$!%0%)1$*$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!?!

7! 81,%914&1:4!'!4(!'+4$+%&10(,!)$4%)(...............................................................................(;!>,4! 5"/6"%2!$5#0-*06!%0-!5"/6"#$$!./<%"-!6/%)$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!@!>,8! &+$./2#"!%<%"#0#$$A!70/<)#-6#!%0-!%..*.+-#$!B%7%C!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!D!>,>! -*$."*(+.*/0!/3!5"/6"%2!5%".*&*5%0.$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!4:!>,:! &/25%"*$/0!./!(#$.!5"%&.*&#$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!88!>,=! 5/".3/)*/;)#9#)!/($#"9%.*/0$!%0-!"#&/22#0-%.*/0$!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!8>!

6! 8,1<,+*:)8!#&9&#(+02(81,%914&1(!'+4$+%&10(,!)$4%)(........................................(3=!:,4! '/2#!#0#"61!#33*&*#0&1!"#(%.#!B'##"C!5"/6"%2!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!8=!!"#"#! $%&'()*+,-."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""./0!!"#"/! 1%2%.3*445&26*,.7&26862659.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""./:!!"#";! <595%)&=.>6,-6,(9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""./?!!"#"!! 3*@A%)69*,.2*.$592.B)%&26&59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".!C!!"#"0! 3*,&4+96*,9.%,-.<5&*@@5,-%26*,9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".!/!

:,8! 2+).*;3%2*)1!5"/6"%2!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!:?!!"/"#! $%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".!:!!"/"/! 1%2%.3*445&26*,.7&26862659."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".!:!!"/";! <595%)&=.>6,-6,(9."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".!:!!"/"!! 3*@A%)69*,.2*.$592.B)%&26&59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".00!!"/"0! 3*,&4+96*,9.%,-.<5&*@@5,-%26*,9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".0:!

:,>! &/25"#'#0$*9#!2/(*)#!'/2#!5"/6"%2!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!=@!!";"#! $%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".0?!!";"/! <595%)&=.D85)865E.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".0?!!";";! <595%)&=.DFG5&26859.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".0H!!";"!! 1%2%.3*445&26*,.7&26862659."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".0H!!";"0! <595%)&=.>6,-6,(9I.B)*()%@.J2%KK."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".0L!!";":! <595%)&=.>6,-6,(9I.3+92*@5).MNA5)65,&5."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".:/!

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:,:! '/2#!#0#"61!#33*&*#0&1!$+"9#1!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!?D!!"!"#! $%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".:L!!"!"/! 1%2%.3*445&26*,.7&26862659."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".?C!!"!";! <595%)&=.>6,-6,(9."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".?C!!"!"!! 3*@A%)69*,.2*.$592.B)%&26&59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".?!!!"!"0! 3*,&4+96*,9.%,-.<5&*@@5,-%26*,9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".?0!

:,=! &/22+0*.1!)%06+%6#!#33*&*#0&1!/+."#%&'!B&)#/C!5"/6"%2!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!@?!!"0"#! $%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".?:!!"0"/! 1%2%.3*445&26*,.7&26862659."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".??!!"0";! <595%)&=.>6,-6,(9."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".?H!!"0"!! 3*@A%)69*,.2*.$592.B)%&26&59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".HH!!"0"0! 3*,&4+96*,9.%,-.<5&*@@5,-%26*,9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".LC!

:,?! 5%&#!#0#"61!$%9*06$!5"/E#&.!B5%&#C!5"/6"%2!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!D>!!":"#! $%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".L;!!":"/! 1%2%.3*445&26*,.7&26862659."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".L;!!":";! <595%)&=.>6,-6,(9."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".L!!!":"!! 3*@A%)69*,.2*.$592.B)%&26&59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#C!!!":"0! 3*,&4+96*,9.%,-.<5&*@@5,-%26*,9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#C0!

:,@! )*9*06<*$#!5"/6"%2!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!4FG!!"?"#! $%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#CH!!"?"/! 3*))54%26*,.E62=.3*,25,2.J2%,-%)-9."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#CL!!"?";! B)*()%@.M,=%,&5@5,29."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#CL!!"?"!! <7BO9.799599@5,2.*K.M,5)(P.J%86,(9.722)6F+26*,.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".##C!!"?"0! Q5%&=5).<5&)+62@5,2."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".##C!<595%)&=.D85)865E."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".##C!!"?":! <595%)&=.DFG5&26859.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".###!!"?"?! <595%)&=.>6,-6,(9I.Q5%&=5)9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".##/!!"?"H! J2+-5,2.R*268%26*,9.%,-.D+2&*@59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".##?!!"?"L! 3*@A%)69*,.2*.$592.B)%&26&59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".##H!!"?"#C!3*,&4+96*,9.%,-.<5&*@@5,-%26*,9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".##L!

:,G! '/2#!#0#"61!"%.#"!$1$.#2!B'#"$C!"%.#"!."%*0*06!%-9%0&#2#0.!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!488!!"H"#! $%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#//!!"H"/! <595%)&=.D85)865E.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#/;!!"H";! 1%2%.3*445&26*,.7&26862659."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#/;!!"H"!! <595%)&=.>6,-6,(9I.B)*()%@.J2%KK."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#/!!!"H"0! <595%)&=.>6,-6,(9I.SM<J.<%25).Q)%6,6,(.7225,-559.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#/0!!"H":! <595%)&=.>6,-6,(9I.B)*()%@.J2%2+9.<54%2685.2*.T*%49.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#/?!!"H"?! 3*@A%)69*,.2*.$592.B)%&26&59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#/H!!"H"H! 3*,&4+96*,9.%,-.<5&*@@5,-%26*,9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#;C!

:,D! +5$."#%2!'*6'!#33*&*#0&1!<%.#"!'#%.#"!5"/6"%2!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!4>4!!"L"#! $%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#;#!!"L"/! 1%2%.3*445&26*,.7&26862659."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#;;!

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:,4F!#0#"61!$.%"!H+%)*.1!*0$.%))%.*/0!5"/6"%2!,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,!4:4!!"#C"#!$%&'()*+,-.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#!#!!"#C"/!1%2%.3*445&26*,.7&26862659."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#!#!!"#C";!<595%)&=.>6,-6,(9."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#!/!!"#C"!!3*@A%)69*,.2*.$592.B)%&26&59."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#!/!!"#C"0!3*,&4+96*,9.%,-.<5&*@@5,-%26*,9.""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""".#!;!

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Executive Summary .TQR!KJUOKV!UKJRJMVR!VTJ!KJRJSKNT!KJRWXVR!OY!VTJ!UKONJRR!JISXWSVQOM!NOMZWNVJZ!OM!VTJ!$O&SX6SR!8F4F;8F48!"JRQZJMVQSX!#MJKL[!#YYQNQJMN[!5KOLKSP!UOKVYOXQO!B"JRQZJMVQSX!5KOLKSPRC,!.TJ!#IJKLKJJM!#NOMOPQNR!JISXWSVQOM!VJSP!\SR!NOPUKQRJZ!OY!VTJ!YOXXO\QML!PJP]JKR^!

• #IJKLKJJM!#NOMOPQNR!B5KQPJ!&OMVKSNVOKC!• "JRJSKNT!*MVO!%NVQOM!• #MJKL[!2SK_JV!*MMOISVQOMR!B#2*C!• -K,!"O]JKV!<QKVRTSYVJK!B<QKVRTSYVJK!%RRONQSVJRC!• EOTM!$VJIJMROM!• &*&!"JRJSKNT!

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.TJ!JISXWSVQOM!]JLSM!\QVT!S!_QN_;OYY!PJJVQML!\QVT!$O&SX6SR!UKOLKSP!RVSYY!SMZ!PSMSLJPJMV!QM!-O\MJ[A!&SXQYOKMQS!QM!2S[!8F44,!%!YQMSX!JISXWSVQOM!UXSM!\SR!ZJXQIJKJZ!VO!$O&SX6SR!QM!%WLWRV!8F44,!-SVS!NOXXJNVQOM!SNVQIQVQJR!]JLSM!RTOKVX[!VTJKJSYVJK!SMZ!NOMVQMWJZ!VTKOWLT!ESMWSK[!8F48,!!

Researchable Issues .TJ!OKQLQMSX!KJRJSKNT!QRRWJR!JRVS]XQRTJZ!YOK!VTQR!JISXWSVQOM!][!$O&SX6SR!QMNXWZJ!VTJ!YOXXO\QML^!

• $IHBAGJEIH>I?.!6JMJKSX!WMZJKRVSMZQML!SMZ!USRV!J`UJKQJMNJ!\QVT!VTJ!"JRQZJMVQSX!5KOLKSPR!

SoCal Gas Total 2010-2012 Program Cycle

Budget

Total Administrative

CostTotal Marketing and Outreach

Total Direct Implementation

Local Whole Home Performance $5,656,350 $407,745 $369,000 $4,879,606Multifamily EE Rebates $8,467,674 $771,897 $506,934 $7,188,844Home Efficiency Rebates $34,675,022 $1,292,497 $989,587 $32,392,938Home Efficiency Energy Survey $2,378,112 $336,795 $496,317 $1,545,000Prescriptive Whole House Retrofit $8,000,000 $694,456 $523,677 $6,781,868Residential Energy Star Quality Instep $87,168 $12,443 $5,682 $69,043On Demand Efficiency $4,318,773 $110,855 $7,372 $4,200,546HERS Rater Training Advancement $1,715,220 $85,596 $92,592 $1,537,032Multifamily Home TuneUp $3,758,670 $107,936 $7,372 $3,643,362Multifamily Solar Pool Heating $2,415,308 $107,936 $7,372 $2,300,000Community Language Effic Outreach $998,517 $349,328 $255,251 $393,938Multifamily Direct Therm Savings $4,115,607 $108,236 $7,372 $4,000,000LivingWise™ $2,745,417 $448,046 $307,372 $1,989,999Manufactured Mobile Home $8,675,926 $451,304 $307,372 $7,917,250Upstream High Efficiency Gas Water Heater $2,648,716 $121,344 $7,372 $2,520,000PACE Energy Savings Project $3,675,117 $772,644 $1,058,948 $1,843,526Total SoCal Gas $94,331,597 $6,179,057 $3,883,272 $83,202,951

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• 8EAJ>N>LEJ>DI(!SLBA>BINB.!$SVQRYSNVQOM!\QVT!RJKIQNJR!KJNJQIJZA!USKVQNQUSVQOM!ZKQIJKRA!VQPJXQMJRRA!RWLLJRVQOMR!YOK!QPUKOIJPJMVA!NWRVOPJK!UKJYJKJMNJR!YOK!OMXQMJ!VKSN_QML!SMZ!OVTJK!UOVJMVQSX!UKOLKSP!YJSVWKJR!

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Data Collection and Analysis Methods .TJ!JISXWSVQOM!WVQXQaJZ!RJIJKSX!ZSVS!NOXXJNVQOM!SMZ!SMSX[RQR!PJVTOZR^!

• 8EAJ>N>LEIJ(LUDIB(G@ATBRG.!3OK!UKOLKSPR!\QVT!USKVQNQUSMV!ZSVS!VTSV!QMNXWZJZ!NWRVOPJK!MSPJR!SMZ!UTOMJ!MWP]JKRA!\J!YQJXZJZ!S!UTOMJ!RWKIJ[!VO!NOXXJNV!QMYOKPSVQOM!

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Summary of Results .TJ!YOXXO\QML!SKJ!ROPJ!UOKVYOXQO;XJIJX!O]RJKISVQOMR!SMZ!KJNOPPJMZSVQOMR!YOK!VTJ!$O&SX6SR!"JRQZJMVQSX!5KOLKSP!5OKVYOXQO,!!

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SoCal Gas Total 2010-2012 Program Cycle

Budget

Total Administrative

CostTotal Marketing and Outreach

Total Direct Implementation

Local Whole Home Performance $5,656,350 $407,745 $369,000 $4,879,606Multifamily EE Rebates $8,467,674 $771,897 $506,934 $7,188,844Home Efficiency Rebates $34,675,022 $1,292,497 $989,587 $32,392,938Home Efficiency Energy Survey $2,378,112 $336,795 $496,317 $1,545,000Prescriptive Whole House Retrofit $8,000,000 $694,456 $523,677 $6,781,868Residential Energy Star Quality Instep $87,168 $12,443 $5,682 $69,043On Demand Efficiency $4,318,773 $110,855 $7,372 $4,200,546HERS Rater Training Advancement $1,715,220 $85,596 $92,592 $1,537,032Multifamily Home TuneUp $3,758,670 $107,936 $7,372 $3,643,362Multifamily Solar Pool Heating $2,415,308 $107,936 $7,372 $2,300,000Community Language Effic Outreach $998,517 $349,328 $255,251 $393,938Multifamily Direct Therm Savings $4,115,607 $108,236 $7,372 $4,000,000LivingWise™ $2,745,417 $448,046 $307,372 $1,989,999Manufactured Mobile Home $8,675,926 $451,304 $307,372 $7,917,250Upstream High Efficiency Gas Water Heater $2,648,716 $121,344 $7,372 $2,520,000PACE Energy Savings Project $3,675,117 $772,644 $1,058,948 $1,843,526Total SoCal Gas $94,331,597 $6,179,057 $3,883,272 $83,202,951

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2 Evaluation Methods and Data Collection 01$!$#.23.4+)'!4$.*!3,$5!.!#.%+$46!)7!$#.23.4+)'!*$41)5,!.'5!5.4.!()22$(4+)'!.(4+#+4+$,!+'!41+,!$#.23.4+)'8!".(1!)7!41$!5.4.!()22$(4+)'!.(4+#+4+$,!9.,!4.+2)%$5!4)!.55%$,,!41$!:%)&%.*;,:$(+7+(!%$,$.%(1!+,,3$,!+5$'4+7+$5!.,!:.%4!)7!41$!$#.23.4+)'!:2.'!5$#$2):*$'48!01+,!,$(4+)'!:%$,$'4,!&$'$%.2!5.4.!()22$(4+)'!.'5!.'.26,+,!.(4+#+4+$,<!.55+4+)'.2!:%)&%.*;,:$(+7+(!5$4.+2!+,!:%)#+5$5!.,!'$$5$5!+'!41$!5+,(3,,+)'!)7!$#.23.4+)'!%$,324,!+'!!"#$%&'()8!!

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4 Program-Specific and Portfolio Evaluation Results

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4.10 ENERGY STAR Quality Installation Program The!statewide!ENERGY!STAR!Quality!Installation!(QI)!Program!provides!financial!incentives!

to!residential!customers!for!the!quality!installation!of!central!air!conditioning!and!airFsource!

heat!pump!systems,!or!for!advanced!diagnostic!tuneFups!performed!on!these!systems.!

Installations!must!be!in!accordance!with!EPA!HVAC!Quality!Installation!Guidelines;!

installation!requirements!are!illustrated!in!detail!in!the!ANSI/ACCA'5'QI*2007:'HVAC'Quality'Installation'Specification.'4.!!

4.10.1 Background!

The!SoCalGas!ENERGY!STAR!QI!Program!is!still!in!the!planning!phase!and!program!details!are!

largely!unknown.!The!ENERGY!STAR!QI!Program!is!a!nonFresource!program,!and!it!is!not!costF

effective!to!run!this!program!on!its!own,!since!gas!savings!are!negligible.!!Thus,!the!program!is!

too!costly!for!SoCalGas!to!launch!independently!without!the!support!of!other!utilities.!!The!

Program!Manager!has!begun!to!communicate!with!other!IOUs!and!would!like!to!start!some!

program!activities!by!April!2012.!

Upcoming!Program!Changes!

According!to!the!Program!Manager,!the!ENERGY!STAR!QI!Program!likely!will!become!a!subF

program!to!the!Energy!Upgrade!California!“Whole!House”!Program!or!perhaps!the!Home!

Energy!Efficiency!Rebate!(HEER)!Program.!Bundling!the!program!with!the!“Whole!House”!

Program!could!be!a!way!to!offer!customers!more!of!an!incentive!due!to!increased!savings.!For!

instance,!if!a!customer!installs!insulation!as!well!as!an!HVAC!system,!the!combined!savings!

will!be!greater!than!the!sum!of!the!savings!of!the!individual!measures.!An!increased!incentive!

could!motivate!additional!customers!to!participate.!

Key!Research!Questions!

Key!research!questions!specific!to!the!2010F2012!process!evaluation!of!the!SoCalGas!ENERGY!

STAR!QI!Program!were!identified!during!initial!interviews!with!program!staff.!The!key!

research!questions!that!were!identified!include:!!

• Are!customers!receptive!to!participation!in!the!new!program?!

• Are!contractors!receptive!to!participation!in!the!new!program?!

• How!will!data!for!the!new!program!be!tracked!and!verified?!

Because!the!program!has!not!begun,!the!ability!of!the!evaluation!team!to!answer!these!

research!questions!was!substantially!reduced.!

4.10.2 Data!Collection!Activities!

Data!collection!activities!for!the!evaluation!of!the!ENERGY!STAR!QI!Program!were!very!

limited,!as!the!program!had!not!yet!begun!when!evaluation!activities!were!planned,!and!the!

program!had!not!begun!as!of!the!writing!of!this!report.!Thus,!the!only!data!collection!activities!

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conducted!specifically!for!the!evaluation!of!the!ENERGY!STAR!QI!Program!included!an!inFdepth!interview!with!the!Program!Manager!at!SoCalGas.!!

4.10.3 Research!Findings!This!section!describes!detailed!results!of!the!process!evaluation!of!the!SoCalGas!ENERGY!STAR!QI!Program!and!includes!a!description!of!the!Program!Performance!Metrics!(PPMs).!

Review!of!Program!Performance!Metrics!(PPMs)!

Table!83!shows!the!Program!Performance!Metrics!(PPMs)!for!the!SoCalGas!ENERGY!STAR!QI!Program.!This!program!has!two!PPMs:!1)the!percentage!of!HVAC!contracting!companies!that!are!participating!in!the!program!as!a!share!of!targeted!market,!and!2)!the!average!percentage!of!participating!“certified”!HVAC!technicians!within!each!contracting!company!that!participates!in!the!program.!This!program!has!not!begun!yet,!but!the!PPMs!are!shown!for!reference!purposes.!!

Table&83:&PPM&Summary&and&Status&

PPM&a! Tracked?! Status&Relative&to&Goal! Comment!

Percentage!of!HVAC!contracting!companies!that!are!participating!in!the!statewide!residential!QI!program!as!a!share!of!targeted!market.!

Not!yet!The!program!has!not!yet!begun.!

This!PPM!is!to!be!reported!annually.!

Average!percentage!of!participating!“certified”!HVAC!technicians!within!each!contracting!company!that!participates!in!the!residential!QI!program.!

Not!yet!The!program!has!not!yet!begun.!

This!PPM!is!to!be!reported!at!the!end!of!the!program!cycle.!

Staff!Interview!Results!An!interview!conducted!with!the!Program!Manager!revealed!one!primary!challenge!that!SoCalGas!is!facing!with!the!rollout!of!the!new!program:!in!order!to!operate!the!program!successfully,!SoCalGas!will!need!the!support!of!other!utilities.!Because!it!is!a!nonFresource!program!for!SoCalGas,!it!is!too!costly!for!SoCalGas!to!implement!independently.!The!Program!Manager!had!explained!this!at!several!monthly!IOU!meetings!and!at!the!semiannual!combined!IOU/Energy!Division!meetings.!The!Program!Manager!reported!that!he!had!not!yet!been!able!to!coordinate!with!the!other!utilities,!and!planned!to!work!to!have!the!issue!placed!on!the!meeting!agendas!in!order!to!ensure!that!communication!occurs!and!coordination!can!begin.!

4.10.4 Comparison!to!Best!Practices!As!the!program!had!not!yet!begun,!and!implementation!details!were!unknown,!a!comparison!to!best!practices!was!not!performed!for!this!evaluation.!

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4.10.5 Conclusions!and!Recommendations!There!are!two!primary!research!findings!stemming!from!this!process!evaluation!of!the!SoCalGas!ENERGY!STAR!QI!Program.!Note!that!the!evaluation!was!unable!to!determine!if!

customers!will!be!receptive!to!the!new!program!because!details!remain!unknown.!Likewise,!it!

was!not!possible!to!document!how!data!for!the!new!program!will!be!tracked!and!verified.!

Conclusions!!• Because&the&SoCalGas&ENERGY&STAR&QI&Program&is&a&nonGresource&program,&and&

is&therefore&not&costGeffective&to&operate&independently,&the&utility&is&considering&other&implementation&options&besides&a&traditional&standGalone&program.!The!Program!Manager!noted!that!SoCalGas!likely!will!need!to!coordinate!with!other!IOUs!in!order!to!implement!the!program!successfully.!Another!possibility!identified!was!to!

include!QI!with!the!Energy!Upgrade!California!“Whole!House”!Program!or!perhaps!the!

Home!Energy!Efficiency!Rebate!(HEER)!Program.!!

• While&it&is&not&possible&to&know&if&contractors&will&be&receptive&to&participating&in&a&program&whose&implementation&details&are&unknown,&research&conducted&with&contractors&that&participated&in,&and&were&targeted&by,&the&nowGretired&SDG&E&HVAC&TuneGUp&Program&can&provide&some&clues.!These!interviews!suggested!that!contractors!are!somewhat!hesitant!to!participate!in!a!program!that!requires!extensive!training!and!for!which!details!remain!unclear.!

Recommendations!!Recommendations!stemming!from!these!findings!are!as!follows.!

• Continue&to&coordinate&with&other&utilities&to&find&a&way&to&implement&the&program&while&keeping&implementation&costs&low.!Place!the!topic!on!formal!meeting!agendas!to!ensure!that!communications!take!place.!

• Reference&findings&from&the&evaluation&of&the&SDG&E&ENERGY&STAR&Quality&Installation/Quality&Maintenance&Program.!The!SDG&E!Program!has!experienced!some!challenges!in!certifying!contractors!to!participate!in!the!program.!It!is!prudent!to!be!aware!of!these!challenges!that!another!utility!has!faced!in!a!somewhat!similar!

service!territory.!

Table!84!shows!detailed!recommendations.!

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Table&84:&Summary&of&Issues&and&Recommendations&for&the&SoCalGas&ENERGY&STAR&QI&Program&

Issue! Consequences!Steps&SoCalGas&Is&Taking&to&Address&Issue&(if&any)!

Additional&Steps&We&Recommend!

Difficulty&in&Addressing&(H/M/L)!

Value&in&Addressing&(H/M/L)!

The!ENERGY!STAR!QI!Program!is!a!non;resource!program.!

It!is!not!cost;effective!to!operate!the!program!independently.!

SoCalGas!is!attempting!to!coordinate!with!other!utilities!and!is!considering!making!ENERGY!STAR!QI!a!sub;program!of!the!Whole!House!or!HEER!programs.!!

Continue!to!coordinate!with!other!utilities.!Find!ways!to!include!the!program!with!others!such!as!Whole!House!that!may!make!it!more!cost;effective.!

L! H!

It!is!unknown!how!willing!contractors!will!be!to!participate!in!the!program.!

The!program!could!face!challenges!in!recruiting!contractors!to!participate.!

None! Reference!findings!from!the!evaluation!of!the!SDG&E!ENERGY!STAR!Quality!Installation/Quality!Maintenance!Program!to!increase!awareness!of!potential!challenges.!

L! M!

!