Our Publications
You’ll find our various case studies, books, white papers, newsletters, presentations, and more here.
Case Studies
Residential Electric Water Heater Program: Georgia Power with Rheem/Marathon Water Heaters
Residential Electric Water Heater Program: Portland General Electric & Energy Trust of Oregon
Call Center Case Studies from “How Energy Efficiency Issues Impact Utility Customer Service Operation” workshop presented following the American Gas Association and Edison Electric Institute Customer Service Conference on April 2, 2008, in San Diego.
- Customer Services Representatives on the Front Line of Energy Efficiency: We Energies
- Generating Interest in Demand Response Programs: ON US
- Treating Trade Allies like Family: NSTAR
- Linking Energy Efficiency to Energy Delivery: Progress Energy-Florida
Residential Electric Space Heating Program: Great Lakes Energy
Residential Electric Heating Marketing Program: Eastern Illini Electric Cooperative
Water Heater Rental Program: AGL Resources
Additional Publications
Codes Market Progress Evaluation Report #2, NEEA, 2024
Ductless Heat Pumps 2022 Long-Term Monitoring and Tracking Report, NEEA, 2023
“MEET” ing Customers Where They Are, 2022
Pump Energy Rating Label Awareness and Use Study, 2022
Ductless Heat Pumps 2020 Long-Term Monitoring and Tracking Report, NEEA, 2021
Decision-Framework for Determining Net Savings Approach, part of the NEEP Gross and Net Savings Principles and Guidance, 2016.
NEEP publication of Decision-Framework for Determining Net Savings Approach, 2014
All Together Now! How Collaboration Works in Arkansas, 2014.
Lessons Learned from the Field: Key Strategies for Implementing Successful On-the-bill Financing Programs, Published in Energy Efficiency, Volume 5, Number 1, 2011
A Comparison of Two Utility Approaches to Promote Water Heating Energy Efficiency, article for Metering International, June 2009 Issue.
“Who Plays and Who Decides: A Study of the Commercial Building Sector in the United States”, prepared for the Department of Energy, March 2004.
Books
Grit & Granite by Katherine Johnson – Katherine Johnson’s first novel.
Geo Heat Pumps: Leading Energy Utility Marketing Programs, Fifth Edition 2010. The report was first released in 2001. “The industry needed a collection of best practices, vendors and strategies for marketing the benefits to customers,” explained Johnson.
Presentations
The Arkansas Experience (Arkansas TRM), presented at SWIP Residential Storm Window Summit, 2023
Customer Truth Serum: Comparing Customer Responses from Rebate Applications and Customer Surveys, International Energy Program Evaluation Conference, San Diego, CA, 2022
Pay-As-You-Save (PAYS) for Rural Electric Cooperatives (REC), presented at Repower REC, Solar United Neighbors and Appalachian Voices Forum in Virginia, 2021
Mind the gap: Tracking recommendations to improve program effectiveness, presented at Energy Evaluation, Olympic Park, London, 2020 & the virtual Energy Evaluation Europe Conference, 2021
Cracking the Code: HVAC Program Engagement from a Contractor’s Point of View, AESP’s Fall Conference, 2020
Show Me the Muni –Municipal Financing Programs for Rural Customers, ACEEE Rural Energy Conference, Chicago, IL, 2020
Keeping Programs on Track: Monitoring Program Recommendations, presented at IEPEC, Denver, CO 2019
What’s New for Whole House Programs with DESEU, presented at the Annual Home Performance Conference With DESEU, Philadelphia, PA 2018
“Baby, It’s Cold Outside: Lessons Learned from Geothermal Heat Pump Installations in the United States,” presented at Cold climat HVAC Conference, March, Kiruna Sweden, 2017
Non-Energy Benefits of Energy Efficiency, a webinar presented 8-16-2017 for the Municipal Sustainability & Energy Forum
Paint by Numbers: A Decision Framework for Determining Net Savings Approach as presented at the IEPEC Conference Poster Session, Baltimore, MD 2017
EM&V 2.0: An Evaluator’s perspective, presented at Virginia Energy Efficiency Council Conference, Richmond, VA, 10-18-2016
Decision-Framework for Determining Net Savings Approach as presented at the NEEP EM&V Forum, 2016
Futurecasting EM&V, AESP National Conference, Phoenix, AZ 2016
Getting Our Ducts in a Row: Using Evaluation Results to Create a Consistent and Coordinated Approach to Weatherization across Utilities, International Energy Program Evaluation Conference, Long Beach, CA, 2015
Digging Deeper for Energy Savings: A Look at Successful On-Bill Financing Program Designs, Aberdeen, Scotland, 2015
Convincing Utilities to Support Renewable Energy Projects, a Municipal Sustainability Forum webinar, 4-23-15
A Modern Twist on an Old Classic: New Program Designs for Low and Middle Income Residential Weatherization Programs. ACEEE Summer Study, 2014 (presentation) (abstract)
New Twists on Classic Program Designs: Strategies for Reaching Low-Income Multifamily Tenants, 2014
All Together Now: How Collaboration Works in Arkansas, IEPPEC, Berlin, 2014
ZERO to 60, AESP Brown Bag, 12-12-2013
Coast to Coast – An update on On-Bill Financing Program Strategies, IEPEC, Chicago 2013
Getting Out of the Starting Blocks: Challenges with PY1 Portfolio Evaluations, IEPEC, Boston 2011
Show Me the Money – Energy Efficiency Update from Europe, AESP Brown Bag 10-13-2011
Challenges Facing On-Bill Financing, ECEEE Summer Study, France 2011
Interactive Webinar: “Soup to Nuts: Building EM&V into Program Design“, AESP, San Diego, 2011
Staying Out of Hot Water, ACEEE Summer Study, Pacific Grove, CA 2010
Lessons Learned from the Field: OBF Financing, IEPEC, France 2010
Developing a Successful Water Heater Program, DSM Technology Workshop, Bismarck, ND 2010
Breaking Down the Barriers to Efficiency Improvements in the Rental Housing Market: A Comparison of Two Utility Approaches, presented at ACEEE conference, 2008
Teaching Customers to Value Energy Efficiency:
A Comparison of CFL Fund Raisers, ACEEE Summer Study on Energy Efficiency in Buildings, 2008
White Papers
Mixing and Matching: A Review of EM&V Frameworks in North America, 2022
Home Performance with ENERGY STAR Programs:
Benchmarking and Emerging Trends, Delaware Sustainable Energy Utility, 2021
Mind the Gap: Tracking Recommendations to Improve Program Effectiveness, Journal of Strategic Innovation and Sustainability, 2021
How Much are Non-Energy Benefits Worth? Quantifying and Monetizing Values to Include in ComEd’s Income Eligible Energy Efficiency Programs’ Cost-Effectiveness Tests, Green & Healthy Homes Initiative. 2020
Addendum to Tier 2 Advanced Power Strips: Examining Energy Savings Potential in a New and
Changing Market, Solicited Review and Response to Southern California Edison Work Paper SCE17CS014 and Supporting Documents, 2018
Baby, It’s Cold Outside: Lessons Learned from Geothermal Heat Pump Installations in the
United States, Cold Climate HVAC Conference, March, Kiruna, Sweden, 2017
Digging Deeper for Energy Savings: A Look at Successful On-Bill Financing Program Designs, Aberdeen, Scotland, 2015
A Modern Twist on an Old Classic: New Program Designs for Low and Middle Income Residential Weatherization Programs, given at the ACEEE Summer Study on Energy Efficiency in Buildings
Geothermal Heat Pumps: The “Killer Utility App” for the 21st Century, 2012
Strategies and Initiatives to Proactively Respond to a New Customer Demographic. plus referenced utility snapshots for At-Risk Customers, 2009
E, M & V Best Practices: Lessons Learned from California Municipal Utilities, Association of Energy Services Professionals Annual Conference, San Diego, CA, 2009.
Best Practices and Lessons Learned from EPA/DOE’s Home Performance with ENERGY STAR Program, given at the 2008 ACEEE Summer Study on Energy Efficiency in Buildings
The Future of Residential Electric Water Heating is Off-Peak, 2007
Build a Better Mousetrap, 2007
Doctoral Dissertation
Changes in the strategic focus and internal operating culture of investor-owned US electric utilities due to deregulation, University of Southern Queensland, Australia July 2010