413.17 Benchmark Data Collection

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Overview

Instructions
Gross Metrics Input
Normalized Metrics Input

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Sheet 1: Instructions

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Sheet 2: Gross Metrics Input

DOE HQ F 413.17 Revised (09/2016)					OMB Control #: 1910-New Exp. Date: XX/XX/XXXX
Better Building Residential Network **Optional** Benchmarking Data Collection Form (DRAFT)
Please provide input in the cells that are in yellow
	Calendar Year
	Program Name
	Program Contact
	Program Category
	Program Age
	Predominate Climate Zone
	Average Electricity Rate ($/kWh)
	Average Natural Gas Rate($/therm)
	Funding Source
	Additional background information like regulatory requirements set by state legislation or public utility commission, program size , or market characteristics.
ID#	Gross Program Outcome Metric		Please provide a value for each metric.	Unit	Provide all relevant caveats associated with this data or explain how you use it.		Please complete the following tables if you would like to benchmark your results against a distribution instead of a single-point average.
PARTICIPATION
1	# energy assessments			participant			Distribution of Home Upgrade Estimated Energy Savings
2	# home energy upgrades (completed)			participant			# of Homes	Electric Energy Saving	# of Homes	Natural Gas Energy Savings (therms)	# of Homes	Fuel Oil	# of Homes	Propane Energy Savings (gallons)	# of Homes	Total Energy Savings (MMBTU)
3	# assessments or upgrades that included direct-install (DI) measures			assessments				(kWh)				Energy Savings (gallons)
4	# of [specific measure type] installed	Measure A		measure				<0 kWh		<0 therms		<0 gallons		<0 gallons		<0 MMBTU
		Measure B		measure				1 - 500		1 - 100		1 - 100		1 - 100		0.01 - 2.5
		Measure C		measure				501 - 1000		51 - 100		51 - 100		51 - 100		2.51 - 5.0
		Measure D		measure				1001 - 1500		101 - 150		101 - 150		101 - 150		5.01 - 7.5
		Measure E		measure				1501 - 2000		151 - 200		151 - 200		151 - 200		7.51 - 10.0
5	# home upgrade loans (approved)			participant				2001 - 2500		201 - 250		201 - 250		201 - 250		10.01 - 12.5
SAVINGS								2501 - 3000		251 - 300		251 - 300		251 - 300		12.51 - 17.5
6	Annual energy savings by fuel type for total program (across all completed upgrades)	electric savings (kWh)		kWh				3001 - 3500		301 - 350		301 - 350		301 - 350		17.51 - 20.0
		demand savings (kW)		kW				3501 - 4000		351 - 400		351 - 400		351 - 400		20.01 - 22.5
		natural gas savings (therms)		therms				4001 - 4500		401 - 450		401 - 450		401 - 450		22.51 - 25.0
		other fuel savings (MMBtu)		MMBtu				4501 - 5000		451 - 500		451 - 500		451 - 500		25.01 - 27.5
		total energy savings across all fuels addressed, in common units (MMBtu)		MMBtu				5001 - 5500		501 - 550		501 - 550		501 - 550		27.51 - 30.0
7	Lifetime energy savings by fuel type for total program (across all completed upgrades)	electric savings (kWh)		kWh				5501 - 6000		551 - 600		551 - 600		551 - 600		30.01 - 32.5
		demand savings (kW)		kW				6001 - 6500		601 - 650		601 - 650		601 - 650		32.51 - 35.0
		natural gas savings (therms)		therms				6501 - 7000		651 - 700		651 - 700		651 - 700		35.01 - 37.5
		other fuel savings (MMBtu)		MMBtu				7001 - 7500		701 - 750		701 - 750		701 - 750		37.51 - 40.0
		total energy savings across all fuels addressed, in common units (MMBtu)		MMBtu				7501 - 8000		751 - 800		751 - 800		751 - 800		40.01 - 42.5
8	Annual CO2 or GHG reductions for total program (across all completed upgrades)			[please specify]				8001 - 8500		801 - 850		801 - 850		801 - 850		42.51 - 45.0
9	Customer $$ savings for total program (across all completed upgrades)			dollars ($)				8501 - 9000		851 - 900		851 - 900		851 - 900		45.01 - 47.5
	Water Savings			gallons				9001 - 9500		901 - 950		901 - 950		901 - 950		47.51 - 50.0
	Water Cost Savings ($)			dollars ($)				9501 - 10,000		951 - 1000		951 - 1000		951 - 1000		50.01 - 52.5
SPENDING								>10,000 kWh		>1000 therms		>1000 gallons		>1000 gallons		>52.5 MMTBU
10	Total program spending			dollars ($)
		for electric savings		dollars ($)
		for electric demand savings		dollars ($)			Distribution of Home Upgrade Costs or Loan Amount
		for natural gas savings		dollars ($)			# of Homes	Upgrade Invoice Cost	# of Homes	Loan Amount
		for other fuel savings		dollars ($)				$1 - $1000		$1 - $1000
11	Total program incentives to customers for assessments			dollars ($)				$1001 - $2000		$1001 - $2000
12	Total program incentives to customers for upgrades			dollars ($)				$2001 - $3000		$2001 - $3000
		for electric savings		dollars ($)				$3001 - $4000		$3001 - $4000
		for electric demand savings		dollars ($)				$4001 - $5000		$4001 - $5000
		for natural gas savings		dollars ($)				$5001 - $6000		$5001 - $6000
		for other fuel savings		dollars ($)				$6001 - $7000		$6001 - $7000
13	Total program incentives to contractors for assessments			dollars ($)				$7001 - $8000		$7001 - $8000
14	Total program incentives to contractors for upgrades			dollars ($)				$8001 - $9000		$8001 - $9000
15	Total program cost for direct-install measures			dollars ($)				$9001 - $10,000		$9001 - $10,000
16	Marketing (or lead generation) spending			dollars ($)				$10,001 - $11,000		$10,001 - $11,000
17	Total amount loaned for upgrades			dollars ($)				$11,001 - $12,000		$11,001 - $12,000
18	Total invoiced costs for upgrades			dollars ($)				$12,001 - $13,000		$12,001 - $13,000
19	Total customer contribution for upgrades			dollars ($)				$13,001 - $14,000		$13,001 - $14,000
OTHER								$14,001 - $15,000		$14,001 - $15,000
20	Total # certified individuals within active contractor companies			individual				$15,001 - $16,000		$15,001 - $16,000
21	Customer satisfaction - # complaints; feedback metrics from surveys			[please specify]				$16,001 - $17,000		$16,001 - $17,000
22	Time from assessment-to-upgrade completion (days) for each home energy upgrade			day				$17,001 - $18,000		$17,001 - $18,000
23	# marketing leads			lead				$18,001 - $19,000		$18,001 - $19,000
24	# active participating contractors			contractor				$19,001 - $20,000		$19,001 - $20,000
25	# eligible homes			Select from Drop-down				$20,001 - $21,000		$20,001 - $21,000
26	Total building stock (# buildings in program region)			Select from Drop-down				$21,001 - $22,000		$21,001 - $22,000
	Additional metric TBD							$22,001 - $23,000		$22,001 - $23,000
	Additional metric TBD							$23,001 - $24,000		$23,001 - $24,000
	Additional metric TBD							$24,001 - $25,000		$24,001 - $25,000
	Additional metric TBD							>$25,0000		>$25,0000
	Program Category List	Program Age List	Climate Zone
	BEHAVIORAL/ONLINE AUDIT/FEEDBACK	ONE YEAR OR LESS	HOT-HUMID
	CONSUMER PRODUCT REBATE/APPLIANCES	TWO YEARS	MIXED-HUMID
	CONSUMER PRODUCT REBATE/ELECTRONICS	THREE YEARS	HOT-DRY
	CONSUMER PRODUCT REBATE/LIGHTING	FOUR YEARS	MIXED-DRY
	APPLIANCE RECYCLING	FIVE YEARS	COLD
	MULTI-FAMILY	SIX YEARS	VERY-COLD
	NEW CONSTRUCTION	SEVEN YEARS	SUBARCTIC
	HVAC	EIGHT YEARS	MARINE
	INSULATION	NINE YEARS
	POOL PUMP	TEN OR MORE YEARS
	PRESCRIPTIVE
	WATER HEATER
	WINDOWS
	WHOLE HOME/DIRECT INSTALL
	WHOLE HOME/AUDITS
	WHOLE HOME/RETROFITS
	FINANCING
	OTHER
Public reporting burden for this collection of information is estimated to average 390 minutes (6.5 hours) per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to Office of the Chief Information Officer, Records Management Division, IM-23, Paperwork Reduction Project (1910-XXXX), U.S. Department of Energy, 1000 Independence Ave SW, Washington, DC, 20585-1290; and to the Office of Management and Budget (OMB), OIRA, Paperwork Reduction Project (1910-XXXX), Washington, DC 20503.

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Sheet 3: Normalized Metrics Input

Please provide input in the cells that are in yellow.
ID#	Normalized Progress Metric		Calculated Value	Unit	Provide all relevant caveats associated with this data or explain how you use it.
PROGRAM EFFICIENCY
27	% of eligible homes improved		N/A	% of eligible homes improved
	% of building stock improved		N/A	% of building stock improved
28	Cost of annual energy savings by fuel type – total program (across all completed upgrades)	$/electric savings (kWh)	$-	kWh
		$/demand savings (kW)	$-	kW
		$/natural gas savings (therms)	$-	therms
		$/other fuel savings (MMBtu)	$-	MMBtu
		$/total energy savings across all fuels addressed, in common units (MMBtu)	$-	MMBtu
29	Cost of lifetime energy savings by fuel type – total program (across all completed upgrades)	$/electric savings (kWh)	$-	kWh
		$/demand savings (kW)	$-	kW
		$/natural gas savings (therms)	$-	therms
		$/other fuel savings (MMBtu)	$-	MMBtu
		$/total energy savings across all fuels addressed, in common units (MMBtu)	$-	MMBtu
30	Upgrade cost to program leverage ratio (total upgrade invoiced costs/program cost)		-	total invoiced costs $$/ program $$
31	Customer to Program Leverage ratio (total customer contribution/program cost)		-	total customer contribution $$/ program $$
32	Program admin costs as % of total spending		N/A	% of total spending
ENERGY SAVINGS
33	Avg. total annual energy savings by fuel type per upgrade	$/electric savings (kWh)	-	kWh
		$/demand savings (kW)	-	kW
		$/natural gas savings (therms)	-	therms
		$/other fuel savings (MMBtu)	-	MMBtu
		$/total energy savings across all fuels addressed, in common units (MMBtu)	-	MMBtu
34	Avg. annual CO2 or GHG reductions per upgrade		N/A	[please specify]/ upgrade
35	Avg. % of total customer energy saved across program		[Average across the program: estimated percent customer energy saved]	% energy saved
MARKETING AND SALES PERFORMANCE
36	Marketing lead-to-assessment conversion rate		N/A	assessments/ lead
37	Energy assessment-to-upgrade conversion rate for the total program		0%	percentage
38	Avg. # upgrades per contractor (across program)		N/A	upgrade/contractor
39	Average invoiced cost per upgrade		$-	dollar
40	Marketing cost per lead		$-	dollar
41	Average loan amount for home upgrades		$-	dollar
42	Customer contribution as a % of total invoiced cost		0%	percentage
43	Average time-to-complete (time from assessment to upgrade completion) across the program		N/A	days
CUSTOMER BENEFIT
44	Average customer $$ savings per upgrade across program		$-	dollars ($)
CUSTOMER BENEFIT – INFORMATION ON INDIVIDUAL CONTRACTOR PERFORMANCE
45	Average Customer $$ savings per upgrade for each contractor			dollars ($)
46	Avg. of time-to-complete by contractor			days
47	Customer satisfaction - for specific contractors			[please specify]
	Additional metric TBD
	Additional metric TBD
	Additional metric TBD
	Additional metric TBD