Reference Resource

TECH Clean California and
Heat Pump Research

Welcome to the Heat Pump Research Index — a centralized resource designed to support evidence-based policymaking and program design. This carefully curated resource brings together cutting-edge studies, pilot project evaluations, market analyses, and technical assessments focused on heat pump technologies and the TECH Clean California Initiative.

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CLEAN CALIFORNIA

Whether you’re crafting policies to accelerate adoption, assessing impacts on customer satisfaction, utility bills, and greenhouse gas emissions, or looking for best practices and lessons learned, the Index connects you to the TECH Clean California initiative and a broader landscape of heat pump research—delivering the insights needed to drive smart, scalable solutions for California’s clean energy future.

As you explore the page, you’ll find each report organized by topic. Clicking on a listed report will take you directly to the section or sections relevant to that topic. As new reports are finalized, they will be added to the index.

Opinion Dynamics is conducting Whole Independent Systems Evaluation™ (WISE), where we evaluate the initiative alongside, but independently of, the TECH Clean California implementer, Energy Solutions, and their team. This position allows us to deliver near real-time feedback to improve program operations and drive better outcomes. This approach creates effective feedback loops to help all parties better understand complex market adoption patterns, the effectiveness of program strategies, and opportunities for course correction.

INDEX

The following category links advance to the section links below. The category tab links connect directly to the corresponding report on our site and then to the specific data section.

Category Quick Links:

Awareness, contractors

Costs

Disadvantaged Workers

Finding a Contractor

Heat Pump Experience

HPWH Sizing

Interest in Electric Devices

Multifamily

Promotion of Heat Pumps

Satisfaction, TECH customer

TECH

Thermostat

Training

Awareness, customers

Demand Response

Equipment Issues, TECH customers

Heat Pump Benefits

Hiring Preferences

Incentives

Labor Market

Natural Gas – Equipment

Purchasing Factors

Single-family

TECH Participation, contractors

Thermostatic Mixing Valves

Water Heater Replacements

Barriers to Purchasing a Heat Pump

Disadvantaged Community

Financing

Heat Pump Drawbacks/Concerns

Homeowner Environmental Values

Installation Standards

Market Penetration

Panel Upgrades (Electrical)

Satisfaction, contractor

Sourcing, pricing, & profitability

TECH Participation, customers

Time-of-Use Rates

Awareness

Barriers to Purchasing a Heat Pump

Costs

HVAC

(see entry ‘TECH Participation, customers’)

General population

TECH Baseline Market Assessment_Section 3.5
(Data collected Spring 2022)

TECH participants

TECH Interim Process Evaluation_Section 4.3.4
(Data collected Summer 2022)

Water-heating

(see entry ‘TECH Participation, customers’)

TECH Baseline Market Assessment_Section 4.5
(Data collected Spring 2022)

TECH Baseline Market Assessment_Section 4.5
(Data collected Spring 2022)

TECH Baseline Market Assessment_Section 4.5
(Data collected Spring 2022)

TECH Baseline Market Assessment_Section 4.5
(Data collected Spring 2022)

(see entry under ‘Panel Upgrades (Electrical Panel))

Demand Response

Contractor awareness

Contractor enrollment of customers into Demand Response Programs

Disadvantaged Community

Disadvantaged Workers

Financing

General population homeowners

TECH Baseline Market Assessment_Section 5.2
(Data collected Spring 2022)

TECH Time 1 Market Assessment_Section 6.2
(Data collected Summer 2023)

TECH customers

TECH Single-Family Customer Post-Install Survey Topline Findings
(Data collected Winter 2022)

TECH Interim Process Evaluation_Section 4.3.3
(Data collected Summer 2022)

TECH Baseline Market Assessment_Section 5.2
(Data collected Spring 2022)

TECH Time 1 Market Assessment_Section 6.2
(Data collected Summer 2023)

TECH Baseline Market Assessment_Section 5.1
(Data collected Spring 2022)

TECH Time 1 Market Assessment_Section 6.2
(Data collected Summer 2023)

(see entry ‘Awareness, customer – Of financing for equipment replacement projects)

Finding a Contractor

TECH customers who found a TECH contractor

TECH Single-Family Customer Post-Install Survey Topline Findings
(Data collected Winter 2022)

General population homeowners who found an HVAC contractor

TECH Time 1 Market Assessment_Section 4.4
(Data collected Summer 2023)

California Residential Fuel Substitution Workforce Readiness Section 1.2.2
(Data collected May 2024)

California Residential Fuel Substitution Workforce Readiness Section 4.1.1
(Data collected May 2024)

TECH customers who found a TECH contractor

TECH Single-Family Customer Post-Install Survey Topline Findings
(Data collected Winter 2022)

General population homeowners who found an HVAC contractor

TECH Time 1 Market Assessment_Section 5.4
(Data collected Summer 2023)

Heat Pump Benefits, perceptions by general population homeowners

Heat Pump Drawbacks/Concerns, perceptions by general population homeowners

Heat Pump Experience, general population contractors

Hiring Preferences, attractiveness of heat pump experience when hiring by contractors

Homeowner Environmental Values

HPWH Sizing

Incentives

Installation Standards

Interest in Electric Devices

Motivators for Heat Pump Purchase

(see entry ‘Purchasing Factors’)

Multifamily

HVAC heat pumps

TECH Baseline Market Assessment_Section 3.6.2
(Data collected Spring 2022)

TECH Time 1 Market Assessment_Section 4.6.2
(Data collected Summer 2023)

HPWHs

TECH Baseline Market Assessment_Section 4.6.2
(Data collected Spring 2022)

TECH Time 1 Market Assessment_Section 5.6.2
(Data collected Summer 2023)

(see entry ‘Incentives, TECH multifamily incentives’)

Natural Gas – Preferences for equipment, customers

Single-family

(see entry ‘Incentives, TECH single-family incentives’)

Sourcing, pricing, and profitability of water heaters for contractors

TECH Participation

Contractors

Customer

General

(see entry ‘Purchasing Factors’)

(see entry ‘Equipment Issues, TECH participants‘)

(see entry ‘Satisfaction, TECH participants’)

HPWH

HVAC Heat Pumps

Training

General

Contractors and TECH trainings

Heat pump training source and method, used and preferred, non-TECH specific

List of Sources

This index covers research findings from TECH Clean California evaluations conducted by Opinion Dynamics. Our team has hyperlinked evaluation reports containing findings from each topic area and specified the document section where the results can be found. We conducted the studies between 2021 and 2024, and the findings reflect the experience of customers or contractors at the time of data collection. These studies are listed below in order of their data collection timeframe, from oldest to most recent. Click on image to view PDF.

Baseline Market Assessment Report

Data Collection Timeframe: Spring 2022
Published: July 2022

Time I Market Assessment Report

Data Collection Timeframe: Summer 2023
Published: May 2024

TECH Post-Training Level 3 Behavior Survey Findings

Data Collection Timeframe: Fall 2022 (Sept–Nov)
Published: February 2023

Single-Family Customer Post-Install Survey Topline Findings

Data Collection Timeframe: Winter 2022 (Nov–Dec)
Published: September 2023

Interim Process Evaluation Report

Data Collection Timeframe: Summer 2022
Published: November 2022

Insights into Customer Experience and Satisfaction Report

Data Collection Timeframe: Fall 2023
Published: February 2024

Reduced Incentive Applications in 2023 Memo

Data Collection Timeframe: Winter 2023 (Nov–Dec)
Published: May 2024

Residential Building Decarbonization and Technology Brief

Data Collection Timeframe: Fall 2021
Published: January 2022

TECH Clean California Engineering
Desk Reviews

Data Collection Timeframe: Fall 2023
Published: June 2024

CA Residential Fuel Substitution Workforce Readiness Study

Data Collection Timeframe: May 2024
Published: Sept 2024

CA Heat Pump Residential Market Characterization and Baseline Study:

Data Collection Timeframe: Fall 2020
Published: May 2022

TECH Cohort Training: In-Depth Interview Findings

Data Collection Timeframe: Nov 2022
Published: March 2023

TECH Clean California: Insights into Customer Experience and Satisfaction
Wave 2

Data Collection Timeframe: Fall 2024
Published: March 2025

California Water Heating Market Study

Data Collection Timeframe: March 2023
Published: March 2024

TECH CLEAN CALIFORNIA:
INCREMENTAL COST STUDY
Final Phase I Findings

Data Collection Timeframe: Dec 2023
Published: February 2024

 TECH CLEAN California Pilots and Quick Start Grant Evaluation

Data Collection Timeframe:
Published: June 2025

TECH Population-Based Pathway Impact Report

Data Collection Timeframe:
Published: November 27, 2024

TECH Clean California
Gas Baseline Incremental Cost Study

Data Collection Timeframe:
Published: September 25, 2025

Process Evaluation of the TECH Clean California Initiative

Data Collection Timeframe: Summer 2024
Published: March 2025

TECH Clean California: Time 2 Market Assessment Final Report

Data Collection Timeframe: Fall 2024
Published: May 2025

Talk with the experts

Ellen Steiner, PhD

ESteiner@opiniondynamics.com

Jen Loomis, PhD

JLoomis@opiniondynamics.com

Jayden Wilson

jwilson@opiniondynamics.com

Danielle Fulmer

dfulmer@opiniondynamics.com

Learn More at
TECH Clean California