This report describes different approaches to energy efficiency finance taken by utilities.
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These protocols provide recommended minimum specifications and best practices for protection of occupant health associated with home energy upgrades.
This publication includes best practices for how to create a quality assurance plan and the key components that these plans should include.
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.
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 presents results, recommendations, and case studies of energy efficiency financing programs.
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 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 report reviews Ouachita Electric Cooperative's transition to its HELP PAYS® tariffed on-bill investment program. This analysis uses data for the first nine months of the program launched in 2016. Some of those benefits are being validated immediately by the market response in the service area compared to the same period of the prior year with HELP, the on-bill financing program that HELP PAYS replaced.
This presentation provides an overview of PSE&G's Multifamily Housing Program, highlighting drivers, incentive structure, results, and lessons learned.
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.
This summary report provides scientific results, lessons learned, and recommendations for driving energy efficiency in existing buildings on an urban scale. It includes program marketing lesson learned, such as: personal outreach and call to action events are critical marketing opportunities.
This report provides an independent analysis of the job creation impact of DOE's investment in energy efficiency programs, from 2010 to 2013. The analysis calculates the job creation results that would have occurred in the Southeast, based on the prevailing economic conditions from 2010 to 2013, had DOE invested in sectors other than energy efficiency.
Insights from Efficiency Maine related to Workforce Development.
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 mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
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 presents key findings and recommendations from the process evaluation of Clean Energy Works Oregon's (now Enhabit's) energy efficiency financing program. Table 1 provides a good list of key process evaluation research questions which may help others scope comprehensive process evaluations.
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.
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.
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.
Presentation describing NYSERDA's alternative underwriting approach for its target market.
New York Home Performance with ENERGY STAR offers a series of training videos for new contractors covering topics such as creating processes and procedures to manage projects, consumer incentives and financing options, and Quality Assurance (QA) inspections.
This manual was developed for participating New York Home Performance with ENERGY STAR (HPwES) contractors. It contains information regarding program rules, incentives, and forms. The purpose of this manual is to help contractors understand and navigate the HPwES program.
The AZ Home Performance with ENERGY STAR program (AZHPwES) requires that participating contractors demonstrate a high level of building science knowledge and maintain the highest standards of technical performance and customer service as described in the contractor requirements.
This calendar provides Illinois Home Performance's participating contractors with information on upcoming residential energy efficiency trainings or events on topics such as HVAC quality installation and an introduction to building science.
The Energy Efficiency Learning Center offers a selection of trainings and resources to enhance participation in utility energy efficiency programs. It allows users to undertake trainings on the latest home performance standards and best practices on their own schedule.
This calendar provides Energize Connecticut's participating contractors with information on upcoming energy efficiency and renewable energy, classes, seminars and conferences.
Presents the loan loss reserve guidelines for the Arkansas Residential Energy Efficiency Loan Loss Reserve Program.
This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.
This presentation provides an overview of New Jersey Clean Energy's approach to contractor engagement, including contractor participation requirements, procedures for quality assurance and quality control, production incentives, training procedures, and an online contractor portal.
This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.
This agreement outlines the goals, contractor standards, hiring standards, training program standards, and procedures for contractor participation in Seattle's Community Power Works program. As a "high-road" agreement, the employment and contracting standards are designed to ensure broad access to economic opportunities for all types of businesses and workers, support training on sustainable career paths, and ensure high-quality work.
Primer for Clean Energy works Portland financial offering. Includes loan term and rates, transfer of ownership, and underwriting criteria to expand access to financing for low-income residents.
This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.
To deliver the most effective residential energy efficiency programs possible, NYSERDA implemented a quality assurance process to verify that projects meet all program requirements while maintaining healthy and safe conditions for the occupants.
This is an example of an RFP for workforce development and other program elements. The RFP covers recruitment, outreach and marketing oriented to homeowners and workers, and service delivery of energy assessments and upgrades.
Boulder, Colorado's EnergySmart program produced a detailed implementation plan with activities, deliverables, and timelines by phase and task.
A sample competitive procurement procedure to award loan loss reserve funds to a financial institution partner.
A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.
A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.
With project funding from Energize NY PACE and incentives from NYSERDA's Multifamily program, Natlew Corporation was able to make energy efficiency upgrades to their multifamily affordable housing complex in Mount Vernon, NY.
PACE Equity worked closely with CRE Investment Financing to develop and fund a new construction, micro-apartment project in the Sloans Lake area of Denver. This project is the first new construction PACE project in Colorado, as well as the first PACE project completed in Denver.
Ivy Knoll Senior Retirement Community used PACE financing to make significant building improvements of systems that were outdated or energy inefficient. Through PACE financing, Ivy Knoll management was able to select improvements that had the highest energy savings but also came with higher upfront costs for the 7-story, all-electric building.
This case study features New York City Energy Efficiency Corporation (NYCEEC), a member that focuses on financing energy efficiency and clean energy upgrades for multifamily buildings in the city and surrounding communities.
This case study highlights the Help My House Pilot Program conducted in South Carolina by Central Electric Power Cooperative that included on-bill financing.
This video explains how Better Buildings for Michigan's performance metrics and quality assurance enabled them to encourage high-performing contractors, to help underperforming contractors improve, and ultimately to dismiss some contractors.
In this video interview segment, Tessa Shin of AFC First discusses the importance of making the loan application process simple for both homeowners and contractors.
This policy brief provides insight into the transaction of an on-bill energy efficiency loan portfolio between two mission-oriented lenders, Craft3 in Oregon and Self Help in North Carolina.
These case studies highlight examples of participating contractors who have employed Home Performance with ENERGY STAR to help homeowners improve their home's comfort and lower their utility bills.
Links to case studies of residential projects and contractors under the New York State Energy Research and Development Authority (NYSERDA)'s Home Performance with ENERGY STAR program.
This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.
Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.
This case study highlights Clean Energy Works Oregon's (now Enhabit) low interest, on-bill financing and alternative underwriting practices which have achieved a low rejection rate while also maintaining a low loan default rate.