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This paper, which is based on detailed case studies of nine existing state and local programs, presents recommendations for energy upgrade programs to facilitate industry growth and support contractor business models.
Flowcharts showing the key program elements (financing; workforce development; marketing and outreach; and data, evaluation; and reporting).
This document is the appendices to the main report presenting the preliminary process and market evaluation of the Better Buildings Neighborhood Program.
This report profiles the early results of a diverse range of small- to medium-sized American cities with different economic and energy profiles that are pioneering the clean energy economy. Many communities used federal grants to jumpstart long-term strategies to test and refine various clean energy and energy efficiency solutions. Others developed innovative financing strategies in the absence of grant money. These city-led efforts to catalyze local clean energy economic development are important to watch as federal grants sunset, especially in the absence of a comprehensive national energy or climate policy.
This report explores the approaches and research needs identified in the Building Retrofit Industry and Market (BRIM) Initiative through in-depth discussion with residential energy upgrade experts including a discussion of Marketing & Outreach and the program/contractor interface.
This research report and slides provide a detailed segmentation of the building energy upgrade market and summarize market research on each segment. Market segments include single-family homes, multi-family homes, and several types of commercial and institutional buildings.
This article discusses valuing high performance houses in the appraisal process.
This paper first details industry best practices for contest administration, including tips for developing an overall contest plan and timeline, product sponsor recruitment, building a dynamic informational website, maximizing customer participation, selecting the winning home, seamless installation management, capturing and documenting project results, conducting a high profile media open house and facilitating customer workshops that educate homeowners and strengthen trade ally relationships. This paper then presents results and key lessons learned from more than 20 contests supported with funds from local community sustainability programs, utility energy efficiency programs, and U.S. Recovery and Reinvestment Act funds between 2008 and 2012.
This paper establishes the size of the potential retrofit market in the United States, and examines the emergence of new financing models that offer the promise of overcoming historical barriers to energy efficiency.
Report that identifies and evaluates the sufficiency of available financing options to help low-income populations, particularly communities that have been historically overburdened by air pollution (i.e., "environmental justice communities"), invest in resource-saving measures, such as energy efficiency and water conservation.
This report describes different approaches to energy efficiency finance taken by utilities.
These protocols provide recommended minimum specifications and best practices for protection of occupant health associated with home energy upgrades.
This report explores the best practices that utilities should undertake in the development and implementation of energy efficiency programs. The report calculates the impact that investing in energy efficiency will have on jobs, household income, and state and regional economies, along with the other public health benefits such as reducing pollution.
Reviews and summarize energy efficiency financing models and strategies. Models are analyzed according to funding sources, program structures, limits to scale, repayment vehicles, and project risks. Strategies consider applicable building sectors, models, levels of establishment, growth potential, advantages, and disadvantages.
This report shares the results of focus groups that were convened by the U.S. Department of Energy to identify what motivates people to undertake home energy improvements.
Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.
This report serves as a resource for program administrators and building contractors who are or may be interested in starting or expanding their services into the residential energy efficiency market.
This U.S. Environmental Protection Agency resource is intended to help state and local governments design finance programs for their jurisdiction. It describes financing program options, key components of these programs, and factors to consider as they make decisions about getting started or updating their programs.
This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.
The Residential Retrofit Program Design Guide focuses on the key elements and design characteristics of building and maintaining a successful residential energy upgrade program. The material is presented as a guide for program design and planning from start to finish, laid out in chronological order of program development.
This report develops projections of future spending on, and savings from, energy efficiency programs funded by electric and gas utility customers under three scenarios through 2025.
This report presents results, recommendations, and case studies of energy efficiency financing programs.
This guide provides energy efficiency program design guidance for local and regional programs. It focuses on cost-saving energy efficiency strategies, creation of high quality jobs, and services for the low-income sector.
This website provides an overview of financing as it pertains to state, local, and tribal governments who are designing and implementing clean energy financing programs. Residential financing tools include residential PACE (R-PACE), on-bill financing and repayment, loan loss reserves and other credit enhancements, revolving loan funds, and energy efficient mortgages.
This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.
This guide provides background on the home improvement market in the U.S. and Canada and end users and systems in existing homes, as well as a description of energy efficiency program approaches and strategies.
This guide helps states and localities develop voluntary or mandatory programs that go well beyond minimum code requirements for new buildings. It addresses energy efficiency materials and resource conservation, water efficiency, indoor environmental quality, and site development and land use.
This guide assists with developing an implementation plan for a Home Performance with ENERGY STAR program. It covers key elements of the plan, including the scope and objectives of the program and the policies and procedures that will ensure its success, including co-marketing and brand guidelines (section 1), workforce development and contractor engagement (section 3), assessment and report requirements (section 4), installation specifications and test-out procedures (section 5), and quality assurance (section 6).
This guide helps state and local authorities and energy efficiency program administrators choose successful programs in response to energy efficiency program funding opportunities through the American Recovery and Reinvestment Act of 2009. It provides information and lessons learned about ten different types of programs--such as Home Performance with ENERGY STAR--across the residential, commercial, and industrial sectors.
This report reviews the costs and benefits of EmPOWER Maryland through 2015 with a focus on statewide benefits.
This presentation provides an overview of PSE&G's Multifamily Housing Program, highlighting drivers, incentive structure, results, and lessons learned.
Volume 6 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013. This volume includes case studies that describe successful strategies that programs used during the evaluation period.
Volume 4 of the Better Buildings Neighborhood Program Evaluation Report assesses the degree to which the Better Buildings Neighborhood Program met its process goals and objectives to identify the most effective program design and implementation approaches.
Volume 5 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013.
Volume 2 of the Better Buildings Neighborhood Program Evaluation Report comprises a measurement and verification process, as well as billing regression analysis on projects with sufficient utility bill data, to determine gross verified savings.
Volume 3 of the Better Buildings Neighborhood Program Evaluation Report statistically identifies factors associated with successful residential energy upgrade programs using a survey sampling, cluster analysis, and multivariate regression approach.
Volume 1 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013.
This handout summarizes the key lessons learned regarding marketing and outreach contained in the Better Buildings Residential Program Solution Center.
This presentation provides an overview of the results and lessons learned from 41 community partners that participated in the Better Buildings Neighborhood Program. It also provides an overview of the Better Buildings Residential Program Solution Center.
Overview of lessons learned from EnergySmart Colorado's energy advisor model.
Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.
This presentation describes how APS' decision to switch to flexible requirements for energy assessment and modeling software and data transfer using HPXML standards reduced administrative time and improved contractor satisfaction.
This report demonstrates the results achieved to date by the Southeast Energy Efficiency Alliance. It highlights the experiences of Consortium programs, their successes driving further investments in energy efficiency improvements, and the challenges that hindered their progress. It also details the infrastructure, resources, and opportunities that support the deployment of energy efficiency programming, and the approaches that the Consortium has found best suited to the region.
This report highlights the impact of investment for Portland, Oregon in terms of high-quality job creation, equitable hiring, inclusive business opportunities, standardized training, and energy conservation.
Presentation describing how Clean Energy Works Oregon (now Enhabit) works with financial partners.
Presentation describing sustainable revenue sources for local energy alliances.
Presentation on efforts of Cleveland to create a sustainable business model.
This presentation provides an overview of the lending RFP issued by the city of Greensboro's Better Buildings Program, including a description of the roles and responsibilities for the city and its financial partners.
This market assessment for the Sarasota County (Florida) Energy Efficiency Upgrade Financing Program identifies the customers and potential demand for an energy efficiency upgrade financing program.
Report describing a goal of achieving all cost-effective energy efficiency by 2025; presents ten implementation goals for states, utilities, and other stakeholders to consider to achieve this goal, and describes what 2025 might look like if the goal is achieved.
Clean Energy Works Oregon (now Enhabit) developed consumer profiles based on research the program conducted on its target audience.
This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.
Energy Trust of Oregon analyzes customer perceptions about energy efficiency.
This market assessment for CharlestonSAVES identifies the customers and potential demand for an energy efficiency upgrade financing program.
Presentation on how Michigan Saves realigned its incentives to encourage more projects with significant energy savings potential.
This market assessment evaluates lending options for funding energy efficiency upgrades in North Carolina.
EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.
What's Working in Residential Energy Efficiency Upgrade Programs: Greater Cincinnati Energy Alliance
Presentation describing NYSERDA's alternative underwriting approach for its target market.
Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.