Performance Metrics for Weatherization UGI LIURP Evaluation Yvette

Performance Metrics for Weatherization UGI LIURP Evaluation Yvette Belfort Jackie Berger ACI Home Performance Conference April 30, 2014

Presentation Outline • UGI LIURP (Yvette) • Evaluation (Jackie) – Research Design – Findings and Recommendations • Program Changes (Yvette) 2

UGI LOW-INCOME USAGE REDUCTION PROGRAM 3

• UGI Utilities – Gas and Electric Company – Over 660, 000 customers – 45 counties in PA and 1 county in MD • LIURP – 2014 budget 2. 3 Million – Projected job completion 330 – Maximum job cost $7, 000 heating – Average job cost $5, 000 4

UGI LIURP • Evaluation Process – APPRISE • • Evaluation of Customer Data Discussion with UGI staff Discussion with Agency Staff Discussion with Customers – National Stainable Structures Center (NSSC) • Shadow contracted LIURP agencies • Creation of an evaluation summary for each agency 5

UGU LIURP EVALUATION 6

Evaluation Goals • Analyze services provided • Estimate usage impacts • Develop recommendations for continued improvement 7

Evaluation Design UGI Staff Participants Service Delivery Agencies How can they work together to achieve the best outcome? 8

Evaluation Design 1. 2. 3. 4. 5. 6. Background Research UGI Manager and Staff Interviews Agency Interviews Participant Interviews UGI LIURP Database Analysis Usage Impact Analysis 9

Recommendations UGI Administration 1. Agency Outreach – Challenge: recruiting targeted customers – Agencies have varying recruitment strategies, intensities – UGI LIURP staff should observe agency process • • Assess information provided Can it be enhanced to increase participation? 10

Recommendations UGI Administration 2. No Measure Cases – 30% of jobs closed with no measures – UGI should collect more data • • • Track reasons for incomplete jobs Follow-up with customers who had services deferred Determine whether customers solved issue and can be treated 11

Recommendations UGI Program Database 1. Additional Fields – – – Blower door not conducted-code reasons Testing results-blower door, refrigerator metering Health and safety work-add indicator Repair expense-add indicator Third party inspection-work correction reason 12

Recommendations UGI Program Database 2. Measure Data Entry – Improve accuracy – Do not group measures together – Include insulation location 3. Reporting – Increase reporting functions – Allow UGI to compare contractors 13

Recommendations Service Delivery Agencies 1. Joint Service Delivery – Encourage with WAP or other utility programs – Add metric to agency evaluation 2. Track Joint Delivery – Implement planned mechanism for tracking – Implemented-agencies can now update field and have been educated 3. Solicitations Serviced – Set goal for % able to serve – Track agency accomplishments 14

Recommendations Third Party Inspections 1. Customer Education – Assess customer knowledge – Provide remedial education if necessary 2. Missed Opportunities – – – 3 missed opportunities required on each inspection Do not require this-there may not be opportunities May result in non-cost-effective measures installed Equal emphasis on work quality Examine measures that should not have been installed 15

Recommendations Third Party Inspections 3. Earlier Feedback – UGI system will allow comparison of usage to same months one year earlier (full year not required) – Provide information to inspector to investigate while in home – May help determine whether additional measures should be recommended 4. Blower Door – review reasons why it was not done and confirm home condition exists 16

Recommendations Usage Impacts 1. Savings Estimates Usage Obs. Savings Net Savings Pre Post k. Wh/ ccf % Electric Baseload 62 14, 108 13, 475 633 4. 5% 915 6. 5% Electric Heating 43 27, 808 26, 343 1, 465* 5. 3% 1, 295 4. 7% Gas Heating 471 1, 588 1, 411 177** 11. 2% 156** 9. 8% 17

Recommendations Usage Impacts 2. Priority Lists – Agencies follow strict priority list until all measures installed or budget is depleted – No assessment of each measure in specific home being treated – UGI should provide additional training on measure selection procedures 18

Recommendations Usage Impacts 3. Major Measures – Air leakage reduction and/or air sealing – Attic insulation – Wall insulation – Header insulation – Insulation • Jobs with more major measures had higher savings, even though no higher usage • Work with agencies to investigate barriers to installation 19

Recommendations Usage Impacts 3. Major Measures # Major Measures Obs. Usage (ccf) Savings Pre Post ccf % 0 58 1, 575 1, 408 167** 10. 6% 1 198 1, 555 1, 475 80** 5. 1% 2 254 1, 543 1, 380 162** 10. 5% 3 167 1, 594 1, 368 226** 14. 2% 4 or more 53 1, 610 1, 340 271** 16. 8% All 730 1, 565 1, 402 163** 10. 4% 20

Recommendations Usage Impacts 4. Agency Savings Obs 1 2 3 4 5 6 7 8 77 34 43 48 40 60 77 202 Usage (ccf) Savings Pre ccf 1, 657 1, 834 1, 534 1, 622 1, 381 1, 436 1, 486 1, 598 281** 308** 226** 228** 186** 159** 162** 165** % Obs Usage (ccf) Pre Savings ccf % 149 1, 545 21 1. 4% 16. 9% 9 16. 8% All 730 1, 565 163** 10. 4% 14. 8% 14. 1% 13. 5% • Continue to work on remediation plan for low 11. 1% performing agency 10. 9% 21 10. 4%

Recommendations Cost Effectiveness Air Sealing/ Leakage Reduction Attic Insulation Wall Insulation Misc. Insulation Window Work Thermostat ccf Saved Mean Cost Payback Years $/ccf Saved Lifetime 7. 68 $509 13 $1. 25 4. 68 8. 27 6. 81 51 57 $915 $1, 520 $1, 190 $834 $142 21 12 15 16 2 $2. 06 $1. 16 $1. 41 $1. 58 $0. 24 Air sealing and insulation savings per $100 spent. Gas price for payback analysis is $1. 00/ccf. 22

Recommendations Cost Effectiveness 1. Measures Installed – Air leakage reduction: 69% – Wall insulation: 20% – Thermostats: 18% – Blower door: 74% • Work with agencies to determine if there additional opportunities for these measures 23

Summary • UGI proactively manages LIURP • Challenge – small staff available to manage program and implement improvements • Evaluation – recommended most important actions to improve efficiency and increase savings 24

UGU LIURP PLANNED PROGRAM CHANGES 25

Evaluation Completed • Next Steps… – Review evaluation results with UGI’s Management and LIURP teams – Submit the evaluation with PA Public Utility Commission – Implement recommendations

Program Changes • Process changes – Post inspection process – Agency visits and process reviews – Training opportunities • System changes – Many new system upgrades • Additional reports and information for analysis

Results! • We already see improvement