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

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

3. UGI LOW-INCOME USAGE REDUCTION PROGRAM 3

4. 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

5. 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

6. UGU LIURP EVALUATION 6

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

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

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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. Recommendations Usage Impacts 1.Savings Estimates 17 Obs. UsageSavingsNet Savings PrePost kWh/ ccf % % Electric Baseload 62 14,10813,4756334.5%9156.5% Electric Heating 4327,80826,3431,465 * 5.3%1,2954.7% Gas Heating 4711,5881,411177 ** 11.2%156 ** 9.8%

18. 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

19. 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

20. Recommendations Usage Impacts 3.Major Measures 20 # Major Measures Obs. Usage (ccf)Savings PrePostccf% 0581,5751,408167 ** 10.6% 11981,5551,47580 ** 5.1% 22541,5431,380162 ** 10.5% 31671,5941,368226 ** 14.2% 4 or more531,6101,340271 ** 16.8% All7301,5651,402163 ** 10.4%

21. Recommendations Usage Impacts 4.Agency Savings 21 Obs Usage (ccf) Savings Preccf% 1 771,657281 ** 16.9% 2 341,834308 ** 16.8% 3 431,534226 ** 14.8% 4 481,622228 ** 14.1% 5 401,381186 ** 13.5% 6 601,436159 ** 11.1% 7 771,486162 ** 10.9% 8 2021,598165 ** 10.4% Obs Usage (ccf) Savings Preccf% 91491,545211.4% All7301,565163 ** 10.4% Continue to work on remediation plan for low- performing agency

22. Recommendations Cost Effectiveness 22 ccf Saved Mean Cost Payback Years $/ccf Saved Lifetime Air Sealing/ Leakage Reduction 7.68$50913$1.25 Attic Insulation4.68$91521$2.06 Wall Insulation8.27$1,52012$1.16 Misc. Insulation6.81$1,19015$1.41 Window Work51$83416$1.58 Thermostat57$1422$0.24 Air sealing and insulation savings per $100 spent. Gas price for payback analysis is $1.00/ccf.

23. 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 are additional opportunities for these measures 23

24. 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

25. UGU LIURP PLANNED PROGRAM CHANGES 25

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

27. 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

28. Results! We already see improvement