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Financing – Develop Resources

Develop the procurement, outreach, and loan support resources required to perform your financing activities.
Handbook

Contractor Engagement & Workforce Development – Deliver Program

Implement contractor coordination and workforce recruitment and training in concert with other program components
Handbook

Contractor Engagement & Workforce Development – Develop Resources

Develop workforce and contractor engagement procedures, forms, and materials
Handbook

Evaluation & Data Collection – Conduct Evaluation

Manage third-party impact and process evaluation activities by coordinating with evaluators, transferring data, and overseeing evaluation deliverables.
Handbook

Evaluation & Data Collection – Develop Resources

Identify and implement systems and tools that will support data collection and data quality necessary for effective evaluation.
Handbook

Market Position & Business Model – Develop Resources

Identify and develop needed resources to position your organization in the market and maintain a viable business model.
Handbook

Financing – Deliver Program

Launch your financing activities in coordination with other program components.
Handbook

Marketing & Outreach – Deliver Program

Implement marketing and outreach activities in coordination with other program components to generate demand for your program's services.
Handbook

Marketing & Outreach – Develop Resources

Create your program's branding guidelines and materials to elevate program visibility and support your marketing and outreach efforts.
Handbook

Program Design & Customer Experience – Develop Resources

Develop the necessary materials, tools, and staff capacity to effectively deliver and manage your program.
Handbook

Program Design & Customer Experience – Deliver Program

Ensure a positive customer experience with your program from launch through implementation over time.
Handbook

Directly install measures during the assessment

Programs that enabled contractors to install energy saving measures during the home energy assessment were more successful than those that did not. Based on a comprehensive analysis of over 140 programs across the United States, programs that provided direct installation of some low-cost measures...
Tips for Success

Consider a diversity of funding and revenue sources and make selections based on local opportunities when planning for long-term program sustainability

In order to craft a sustainable financial model, organizations need to identify long-term sustainable revenue sources. As with the Better Buildings Neighborhood Program, grant funding can be a great way to get an effort off the ground; however, grant funding does run out, leaving the need to secure...
Tips for Success

Leverage the many complementary benefits of energy efficiency programs to broaden your organization’s reach and partnership opportunities

Home energy assessments and upgrades can offer more than just energy savings benefits. They can make homes safer, enhance home value, and reduce health risks for residents. Better Buildings Neighborhood Program partners found that emphasizing the full range of benefits that upgrades offered helped...
Tips for Success

Connect home performance professionals to trainings focused on the skills that employers want and the community needs

Effective home performance contractors require many types of skills and expertise. To help individuals develop those skills, programs can target training on the specific topics and skills needed for successful home performance work. Many Better Buildings Neighborhood Program partners found that they...
Tips for Success

Have clear rules and systems for identifying and remedying contractor problems

Even with the best contractor partners, a program may sometimes encounter difficulties that require remediation. Consistent with Home Performance with ENERGY STAR program principles, many Better Buildings Neighborhood Program partners discovered that they could address these difficulties by...
Tips for Success

Contractors are your sales team – educate and empower them with the skills to sell home energy upgrades

Many home performance programs have confronted the challenge of how to reach out to more customers and to improve conversion rates of customer interest into completed upgrades. Realizing that the contractor is a primary face-to-face link between customers and the program, some Better Buildings...
Tips for Success

Establish a clear system and process for ensuring quality work

A residential energy efficiency program’s success is dependent on the quality of work that contractors conduct in customers’ homes. Indeed, an in-depth examination of selected program strategies found that effective quality assurance and quality control programs provided a foundation for quality...
Tips for Success

Provide information to help customers pick the right contractor

Early on, many Better Buildings Neighborhood Program partners focused on providing customers with a range of contractors to choose from, while providing contractors with access to customers. Customer feedback received by some programs, however, indicated that customers were confused or overwhelmed...
Tips for Success

Recognize and reward good contractor performance

Many programs used the information they gathered through their quality assurance efforts to recognize contractors that deliver consistent, high-quality work. Rewarding good contractor performance can help you build trust, strengthen partnerships, and boost workforce morale. You can incentivize...
Tips for Success

Ask customers about their program experience and for feedback on how your program can improve—and listen to their responses

Better Buildings Neighborhood Program partners found that conducting surveys of program participants that focus on tangible, easy-to-answer questions, such as the timeliness of service and the quality of work, resulted in better feedback. By including open-ended questions and questions about non...
Tips for Success

Develop routine reports or dashboards to help monitor the collected data

Many Better Buildings Neighborhood Program partners found that program dashboards—regularly updated, easily accessed, summary reports of key metrics—helped them identify problems and monitor program progress toward their goals. Depending on the program’s goals and needs, dashboards included metrics...
Tips for Success

Establish collaborative partnerships with contractors and communicate with them early and often

Contractors are more likely to serve as program champions when the program engages with them throughout program design, delivery, and improvement. Your contractors are the primary contact points with your customers, and the quality of their interactions and services strongly influences how customers...
Tips for Success

Use compatible formats for data sharing and reporting, and work with partners to implement standard data exchange protocols

Many Better Buildings Neighborhood Program partners found that it was critically important to use compatible formats for data sharing and reporting with partners. Aligning data formats and collection plans with national data formats (e.g., Home Performance XML schema (HPXML), Standard Energy...
Tips for Success

Establish data sharing relationships as early as possible

Though potentially challenging, establishing relationships for sharing energy consumption data is critical for evaluating program impact on energy and cost savings. Many Better Buildings Neighborhood Program partners found success by approaching utilities during the program planning phase, or at...
Tips for Success

Invest in information and communications technology

Paper-based or spreadsheet-based information collection processes can be low cost to develop and easy to roll-out, but more often than not, they become cumbersome to aggregate and store the data from many sources. Many Better Buildings Neighborhood Program partners found that investing in...
Tips for Success

Measure and evaluate performance at key points in the process

Measuring performance at key points in the upgrade process (e.g., assessments, conversion rates, and financing applications) has helped programs understand where their processes are working smoothly and where they are not. This information has helped them continuously improve their program design...
Tips for Success

Provide adequate time for data system development and testing

Many Better Buildings Neighborhood Program partners found that setting up their information technology (IT) systems early in the program design stage ensured that data terms and data entry procedures were consistently applied by all system users. Reaching agreement with stakeholders (e.g...
Tips for Success

Provide materials and training to ensure data quality, consistency, and accuracy

Many Better Buildings Neighborhood Program partners found that it is important to get buy-in from program staff and contractors on the importance of data integrity to the program mission and then to invest time to develop materials and train everyone who has a role in data collection and analysis...
Tips for Success

Aim for early wins that give the program experience and showcase upgrades as a way to attract customers

Several residential energy efficiency programs have successfully launched their efforts by focusing on completing early upgrades that build visibility for their program, create momentum, and allow programs to learn how to reach homeowners effectively. This early success provides results that the...
Tips for Success

Develop partnerships based on an alignment of goals, strong collaboration, and consistent communication

Programs that have developed strong and lasting partnerships have done so by identifying shared goals and seeking ways in which programs and partners can mutually benefit by advancing each other's missions. Even if partners don’t have the same goals as your program, you can still try to find ways to...
Tips for Success

Incentivize the action you want your customer to take

Successful programs know that it is not enough to get customers interested in their services. They know that homeowners that receive assessments but don’t undertake upgrades don’t receive the benefits of energy efficiency—and programs don’t get credit for energy savings. Instead of emphasizing...
Tips for Success

Recognize customers who make improvements

Some programs provide customers with a “certificate of completion” to recognize and reward homeowners’ accomplishment in completing an upgrade. Visible awards or affirmation, such as yard signs, window stickers, or favorable comparisons to neighbors can motivate homeowners to undertake upgrades...
Tips for Success

Keep the program simple for your customers

Given all of the other things that compete for your audience’s attention, it is critical that program participation steps are straightforward and easy to understand. Many programs have found that complexity makes it harder for interested homeowners to complete upgrade projects. These programs have...
Tips for Success

Make upgrade options clear and concise for customers

Programs in many regions of the U.S. find that the concept of home performance is new to homeowners. Homeowners may not know how energy efficiency measures compare (e.g., energy savings benefits of insulation versus new windows) or have not heard about some effective measures, such as air sealing...
Tips for Success

Provide customers with a single point of contact to help them through the upgrade process

While homeowners may be interested in the benefits of an energy upgrade, many are deterred from completing an upgrade project because of the complex and unknown process. Often, a significant portion of homeowners who receive energy assessments do not continue with the upgrades. As part of the Better...
Tips for Success

Speak about financing in ways that resonate with homeowners

Many programs struggle with communicating the value of financing to homeowners. Financing can be a complicated topic, and ensuring that homeowners understand how their loans work and the benefits they will realize is important for converting interest into action. Many Better Buildings Neighborhood...
Tips for Success

Help contractors understand the program’s financing options and benefits, so they can communicate to homeowners

Homeowners do not benefit from access to financing if they don’t know about or understand options available to them. Contractors are often the primary transaction point for selling upgrades, and many programs have found that ongoing collaboration with contractors through sales training, regular...
Tips for Success

Leverage financial sector marketing channels

Lenders can be a valuable partner for programs in marketing loan products and driving demand for home energy upgrades. They are often a trusted source of information in a community, and they have access to potential customers and partners such as existing customers, loan aggregators, and large...
Tips for Success

Communicate with audiences at least three times; once is not enough

All residential energy efficiency programs have found that outreach needs to be repeated to connect with and remind potential participants about program offerings. As marketing gurus note, the majority of people need to be exposed to a product message at least three times (on separate occasions) to...
Tips for Success

Follow through with customers

Following up on leads that result from your marketing and outreach efforts quickly and consistently will help your program convert them from interested parties to satisfied customers. Many programs found a sizable drop-off in action if they or their contractors were not able to follow up within a...
Tips for Success

Streamline the financing process with easy loan applications and quick approvals

Complicated loan and program application processes have deterred many potential customers from following through with an upgrade. Delays and overly burdensome requirements raise barriers to participation. Many programs have successfully employed strategies to reduce the number of requirements that...
Tips for Success

Adapt messages to your primary target audience’s needs

Many programs found that market research can help identify, segment, and characterize audiences to understand how to prioritize them. A comprehensive evaluation of over 140 programs across the United States found that programs had greater success when they identified specific target populations...
Tips for Success

Conduct one-on-one outreach where people gather and help them take action right away

Programs that conducted one-on-one outreach found that community events provided good opportunities for the program and its partners to connect and build credibility with potential customers. Particularly successful events were ones that attracted the program’s target audience and aligned with their...
Tips for Success

Engage media to garner attention and credibility

Many successful programs found that getting media attention for their offerings and benefits helped add credibility to marketing efforts and expand their reach. By positioning "green" stories or home improvement mini-segments on local television or radio stations, they provided timely content that...
Tips for Success

Foster “word of mouth” communication from satisfied customers

Programs found that encouraging word of mouth outreach by asking satisfied customers to promote their program experience to peers helped attract more homeowners who completed energy upgrades. Referrals from neighbors and friends who are happy with their energy improvements can provide a good source...
Tips for Success

Language matters – use words that resonate with your target audience

Words have power, so many programs decided to use language with positive associations. For example, the Better Buildings Neighborhood Program encouraged use of the term "assessment" instead of "audit" to avoid the negative connotation of a tax audit. "Home energy upgrade" sounds more positive than...
Tips for Success

Make upgrade benefits visible by showcasing completed projects and actual results

Unlike remodeling projects, home energy upgrade benefits are generally not immediately visible to the casual observer. Strategies that demonstrate tangible benefits from upgrades can help increase understanding and motivation with potential customers. To help energy efficiency become real, some...
Tips for Success

Motivate action through financial incentives and time-limited offers

Incentives can be the easiest approach to overcome motivation barriers and attract customers’ and contractors’ attention, as long as the upgrade and reimbursement processes are kept simple and easy to follow. Successful programs have found incentives help entice customers to complete upgrades...
Tips for Success

Partner with organizations or individuals that customers already trust

Many programs found it useful to partner with a range of trusted organizations or individuals to market program offerings to their constituencies or followers. Better Buildings Neighborhood Program participants enhanced their marketing and outreach efforts by partnering with trusted local groups...
Tips for Success

GUEP Community Spotlight: Columbia, MO goes deeper with energy data

Author(s)
Georgetown University Energy Prize
Publication Date
2017
Organizations or Programs
CoMo Energy Challenge

This presentation covers how the City of Columbia, Missouri, is going deeper with their data to shape how all members of their community use energy. It also shows CoMO Energy Challenge's custom data mapping tool.

Resource - Webcast

The New Wave of Customer Engagement: How Innovative Digital Platforms Drive Customer Participation and Satisfaction

Author(s)
Midwest Energy Efficiency Alliance
Publication Date
2017

This presentation covers how digital platforms drive residential and commercial customer participation and satisfaction by providing a unique value.

Resource - Webcast

Peer Exchange Call: Home Performance with ENERGY STAR and Home Energy Score Integration

Author(s)
U.S. Department of Energy
Publication Date
2017
Organizations or Programs
Focus on Energy,
Energize Connecticut,
Columbia Water & Light

Focus on Energy, Columbia Water & Light, and utilities from the Energize Connecticut program share how they integrate and implement the Home Energy Score and Home Performance with ENERGY STAR programs.

Resource - Webcast

REEO Multifamily Energy Efficiency Retrofits: Barriers and Opportunities Webinar

Author(s)
Southeast Energy Efficiency Alliance,
Southwest Energy Efficiency Project,
Midwest Energy Efficiency Alliance,
South-central Partnership for Energy Efficiency as a Resource,
Northeast Energy Efficiency Partnerships, Inc.
Publication Date
2016
Organizations or Programs
Michigan Saves,
ConEdison’s Brooklyn Queens Demand Management Program,
Florida's Multifamily Energy Retrofit Program,
Set the PACE St. Louis,
City of Chicago,
Energy Outreach Colorado,
Massachusetts Low-Income Multifamily Energy Retrofit Program

This webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

Resource - Webcast

Presentation on the Energy Efficiency Reporting Tool for Public Power Utilities

Author(s)
Lawrence Berkeley National Laboratory,
American Public Power Association
Publication Date
2016

This presentation discusses the energy efficiency reporting tool for public power utilities. The tool is an Excel-based template is designed to produce consistent, useful metrics on program investments and performance for small to medium-sized administrators of public power efficiency programs.

Resource - Webcast

Enhance Your Home Inspection Business with Home Energy Score

Author(s)
U.S. Department of Energy
Publication Date
2016

Using the U.S. Department of Energy's (DOE) free Home Energy Score, home inspectors can provide a miles-per-gallon type rating to their clients. By offering the rating and accompanying recommendations for efficiency improvements, home inspectors can help clients become eligible for mortgage incentives from FHA.

Resource - Webcast

Valuing Energy Efficiency: Considering Energy Performance in Real Estate Appraisals and Valuation

Author(s)
U.S. Department of Energy
Publication Date
2016

This webinar focused on energy efficiency and sustainability in the appraisal and valuation industries. Colliers International explained how they have adapted their processes to ensure that they realize the full value of energy efficiency and sustainability upgrades. Inspyrod discussed various techniques and data challenges that might be encountered during the valuation process. Sustainable Values provided an introduction and overview to the recently launched Energy Matters! training course that teaches appraisers how to incorporate energy and sustainability metrics into their property valuation.

Resource - Webcast

Better Together: Linking and Leveraging Energy Programs for Low-Income Households

Author(s)
U.S. Environmental Protection Agency
Publication Date
2015

This presentation includes a series of case studies to highlight effective efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income households. It explores the topic of linking and leveraging EE/RE programs for limited-income households, including the need to coordinate with other energy assistance programs.

Resource - Webcast

Lessons Learned and the Better Buildings Residential Program Solution Center

Author(s)
U.S. Department of Energy
Publication Date
2016

Take you on a tour of the U.S. Department of Energy’s Better Buildings Residential Program Solution Center content and functionality and explore how you can use the Solution Center to help design, implement, and evaluate residential energy efficiency programs. Program examples focus on contractor engagement and workforce development. Learn how to support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, and refining program processes over time.

Resource - Webcast

Briefing on the Better Buildings Neighborhood Program Evaluation

Author(s)
U.S. Department of Energy
Publication Date
2015

This presentation describes the Better Buildings Neighborhood Program evaluation findings, including goal and objective attainment, energy and CO2e impacts, program implementation lessons learned, market effects findings, and recommendations.

Resource - Webcast

The Value of Energy Efficiency in the Real Estate Market

Author(s)
Northeast Energy Efficiency Partnerships, Inc.
Publication Date
2015

This webcast discusses the value of energy efficiency in the real estate market.

Resource - Webcast

Guidelines for Home Energy Professionals Project

Author(s)
National Renewable Energy Laboratory
Publication Date
2015

This webinar discusses the guidelines for home energy professionals project. The goal of the project is to collaborate with industry to develop the tools needed for a high-quality residential energy upgrade industry, supported by accredited training programs, and a skilled and credentialed workforce. It also discusses Standard Work Specifications (SWS) which define the minimum requirements for high-quality, safe, and durable installations.

Resource - Webcast

Energy Efficiency Cost-Effectiveness Testing Forecasting

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2014

This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs, key drivers in the cost-effectiveness results, and cost effectiveness tool developed for the U.S. Department of Energy.

Resource - Webcast

A Field Guide to Utility-Run Behavior Programs: Making Sense of Variety

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2014
Organizations or Programs
Efficiency Vermont

This webcast covers a report that is a comparative analysis of utility-run behavior programs, which lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories.

Resource - Webcast

Behavior-Based Energy Efficiency: Behavioral Persistence

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2014

This webcast explores residential behavior-based energy efficiency programs and provides data to support issues and recommendations.

Resource - Webcast

Overview and Preliminary Results of ARRA-Funded SGIG Consumer Behavior Studies

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2014

This webcast discusses the background for U.S. Department of Energy’s Smart Grid Investment Grant (SGIG) consumer behavior study effort; the various utilities who are participating and what they each plan to include their respective studies; the quantitative results and qualitative lessons learned thus far from these studies; and the types of research will be undertaken by LBNL over the next several years.

Resource - Webcast

The Role of Behavioral Programs in Portfolios

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2014

This webcast discusses policy and planning considerations for incorporating behavior programs into efficiency portfolios.

Resource - Webcast

Energy Efficiency Financing Programs: Financing Energy Improvements on Utility Bills

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2014

This webcast provides a market update and key program design considerations for on-bill financing programs.

Resource - Webcast

Community-Based Social Marketing

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2014
Organizations or Programs
Small Town Energy Program (STEP)

This webcast provides an overview of community-based social marketing and provides examples from programs that have used it.

Resource - Webcast

Energy Efficiency and Conservation Loan Program Webinar Series: #5 On-Bill Financing

Author(s)
U.S. Department of Agriculture,
U.S. Department of Energy
Publication Date
2014

This webinar is the fifth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar focuses on financing energy improvements on utility bills and features case studies about Roanoke Electric Cooperative's Upgrade to Save program and North Arkansas Electric Cooperative. It also provides information for programs seeking on-bill financing project assistance.

Resource - Webcast

Energy Efficiency and Conservation Loan Program Webinar Series: #6 Solar

Author(s)
U.S. Department of Agriculture,
U.S. Department of Energy
Publication Date
2015

This webinar is the sixth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of Solar Photovoltaic (PV) Opportunities and the Energy Efficiency and Conservation Loan Program. It features the New Hampshire Electric Co-op's Solar PV Program and SunShot Solar Outreach Partnership (SolarOPs). SolarOPs is a U.S. Department of Energy program designed to increase the use and integration of solar energy in communities across the US.

Resource - Webcast

Energy Efficiency and Conservation Loan Program Webinar Series: #3 Residential Energy Efficiency Deep Dive, Part One

Author(s)
U.S. Department of Agriculture,
U.S. Department of Energy
Publication Date
2014

This webinar is the third (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The first in a two-part series, this webinar shares best practices from the more than 40 competitively selected state and local governments who participated in the U.S. Department of Energy’s Better Buildings Neighborhood Program, including market position and business model, program design and customer experience, evaluation and data collection, marketing and outreach, financing, and contractor engagement and workforce development.

Resource - Webcast

Energy Efficiency and Conservation Loan Program Webinar Series: #4 Residential Energy Efficiency Deep Dive, Part Two

Author(s)
U.S. Department of Agriculture,
U.S. Department of Energy
Publication Date
2014

This webinar is the fourth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The second in a two-part series, this webinar shares best practices from the more than 40 competitively selected state and local governments who participated in the U.S. Department of Energy’s Better Buildings Neighborhood Program. This webinar focuses on data collection and continuous improvement, partnering with financial institutions, community-based outreach, and quality assurance of contractor work. It also features a case study from Jackson Electric Member Corporation about their audit tools, rebates and loans, tracking and reporting, and marketing and advertising strategies.

Resource - Webcast

Energy Efficiency and Conservation Loan Program Webinar Series: #1 Overview and Cost Effectiveness

Author(s)
U.S. Department of Agriculture,
U.S. Department of Energy
Publication Date
2014

This webinar is the first (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of the Energy Efficiency and Conservation Loan Program. It covers the requirements and benefits of the program and also discusses steps you can take to evaluate the cost effectiveness of energy program options.

Resource - Webcast

Financing Energy Improvements on Utility Bills: Case Studies from the Field

Author(s)
Eleni Pelican, U.S. Department of Energy,
Mark Zimring, Lawrence Berkeley National Laboratory,
Greg Leventis, Lawrence Berkeley National Laboratory,
Merrian Borgeson, Lawrence Berkeley National Laboratory,
Charles Goldman, Lawrence Berkeley National Laboratory,
Peter Thompson, Lawrence Berkeley National Laboratory,
Ian Hoffman, Lawrence Berkeley National Laboratory
Publication Date
2014
Organizations or Programs
Power Smart,
New York State Energy Research and Development Authority (NYSERDA),
Pacific Gas and Electric Company (PG&E)

This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).

Resource - Webcast

PowerSaver Loan

Author(s)
U.S. Department of Energy
Publication Date
2014
This webcast provided an overview to the PowerSaver Loan; described the role of financing in home energy efficiency projects and examples of program's experience; introduced how DOE program sponsors and partners can utilize PowerSaver to offer affordable energy efficiency loans to homeowners; and discussed options, strategies and next steps for interested programs to partner with participating PowerSaver lender(s).
Resource - Webcast

Loan Loss Reserves: Lessons from the Field

Author(s)
U.S. Department of Energy
Publication Date
2010

This webcast highlights lessons learned from programs that have used loan loss reserve funds.

Resource - Webcast

Managing Financing Programs: Spreadsheet Models

Author(s)
U.S. Department of Energy
Publication Date
2011
Organizations or Programs
Montana Alternative Energy Revolving Loan Program,
Texas LoanSTAR
This webcast provides an overview of spreadsheet models available to help manage financing programs.
Resource - Webcast

Tools for Designing & Implementing Better Finance Programs

Author(s)
U.S. Department of Energy
Publication Date
2013
Rather than selecting from two or three fixed models, a successful clean energy finance program will require a sponsor to make a number of design decisions, based on resources available and the needs of the community served. This webinar outlines these key areas for consideration (including potential program sponsors, institutional structure, and potential sources of program revenue) and examples of how organizations across the country have blended design decisions into successful programs.
Resource - Webcast

Clean Energy Program Funding: EPA Local Climate and Webcast Series

Author(s)
U.S. Environmental Protection Agency
Publication Date
2012
Organizations or Programs
Green Works Orlando,
Community Energy Challenge,
Home Energy Affordability Loan (HEAL)

Three-part webinar series. Part I discusses how to design and implement funding programs, line up partners, and gain support for clean energy programs through both conventional and non-conventional methods. Part II discusses how to locate available sources of funding. Part III explains how to leverage existing funds and make clean energy investments more affordable for clean energy program audiences.

Resource - Webcast

Guidelines for Retrieving Customer Usage Data from Utilities

Author(s)
U.S. Department of Energy
Publication Date
2010
This webcast presents the guidelines for retrieving customer usage data from utilities.
Resource - Webcast

Leveraging EPA's Portfolio Manager in Benchmarking and Disclosure Policy

Author(s)
U.S. Department of Energy
Publication Date
2011
This webinar highlights the best practices of state and local benchmarking and disclosure policies. It discusses benchmarking and its place in the larger context of energy management planning and explores in detail some of the choices governments face when implementing these policies.
Resource - Webcast

Communicating Success: Measuring Improvements, Sharing Results

Author(s)
U.S. Department of Energy
Publication Date
2011
This webcast teaches attendees how to leverage program results to promote energy efficiency campaigns.
Resource - Webcast

Door-to-Door Outreach and Tracking Impacts

Author(s)
U.S. Department of Energy
Publication Date
2010
Organizations or Programs
Efficiency Vermont

This webcast discusses door-to-door campaigns and how to track the impacts of these campaigns.

Resource - Webcast

Marketing and Marketing & Outreach Collaborative Intro, November 2, 2010

Author(s)
Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
2010
Organizations or Programs
Enhabit,
Energy Upgrade California

Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.

Resource - Webcast

Designing Effective Incentives to Drive Residential Retrofit Program Participation

Author(s)
U.S. Department of Energy
Publication Date
2010
Organizations or Programs
Austin Energy,
Efficiency Maine,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Efficiency Vermont

This webcast covers information about designing effective incentives to drive residential retrofit program participation.

Resource - Webcast

Marketing & Outreach: Working with and Learning from Contractors

Author(s)
Karen Villeneuve, NYSERDA,
Peter Krajsa, AFC First Financial Corporation,
Michael Rogers, GreenHomes America,
Matt Golden, Recurve
Publication Date
2010
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
New York State Energy Research and Development Authority (NYSERDA),
Connecticut Solar Lease,
Connecticut Energy Efficiency Fund,
Kentucky Home Performance,
AFC First's EnergyLoan Program

This webcast highlights programs that actively engage the contractor community in program design and implementation. Several contractors share their views on best practices for Marketing & Outreach.

Resource - Webcast

Workforce Development and Sales Training for Energy Efficiency Contractors

Author(s)
Elizabeth Stuart, Lawrence Berkeley National Laboratory
Publication Date
2011
Organizations or Programs
Efficiency Maine,
Efficiency Vermont
This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.
Resource - Webcast

Concierge Programs for Contractors - They're Not Just for Consumers Anymore

Author(s)
Jonathan Cohen, U.S. Department of Energy,
Ryan Clemmer, Clean Energy Works Oregon (now Enhabit),
Melanie Paskevich, NeighborWorks,
Jay Karwoski, ICF International
Publication Date
2012
Organizations or Programs
Enhabit,
NeighborWorks H.E.A.T. Squad

This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.

Resource - Webcast

Keeping Up With Your Audience, So They Keep Up With Your Program

Author(s)
U.S. Department of Energy
Publication Date
2012
Organizations or Programs
Efficiency Maine,
U.S. Department of Housing and Urban Development (HUD) PowerSaver
This webcast discussed how market research can help spur demand for home energy efficiency programs.
Resource - Webcast

Build Your Better Buildings Brand

Author(s)
U.S. Department of Energy
Publication Date
2011
This webcast discusses how to build the national Better Buildings brand into your program's marketing/branding to enhance public communications and outreach efforts.
Resource - Webcast

EM&V Basics, Tools and Resources to Assist EECBG and SEP Grantees

Author(s)
Julie Michals, Northeast Energy Efficiency Partnerships, Inc.,
Phil Sieper, The Cadmus Group, Inc.,
Mark Stetz, Stetz Consulting
Publication Date
2010

This webinar offers an introduction to EM&V basics, including data collection, tracking tools, M&V approaches, and reporting energy savings.

Resource - Webcast

Exploring Opportunities for Energy Efficiency as a Revenue Stream in the Forward Capacity Markets

Author(s)
Terri Esterly, PJM Capacity Market Operations,
Doug Hurley, Synapse Energy Economics Inc.
Publication Date
2012
Webcast on utility forward capacity markets and how energy efficiency programs may access these markets as a potential source of revenues.
Resource - Webcast

Quality Assurance for Residential Retrofit Programs

Author(s)
Jim Grevatt, Vermont Energy Investment Corporation
Publication Date
2010

This DOE Technical Assistance Program webcast covers why quality assurance is important for residential upgrade programs, how to define realistic goals, and the key elements of a QA program.

Resource - Webcast

Tips and Tools for Promoting Your Energy Efficiency Project

Author(s)
Jim Arwood, National Association of State Energy Officials,
Nancy Raca, ICF International
Publication Date
2010

This webcast provides information on why outreach is important for program success and how programs can promote their efforts.

Resource - Webcast

How to Design a Community Energy Alliance

Author(s)
Ben Taube and Jolyn Newton, Southeast Energy Efficiency Alliance,
Eric Mackres, American Council for an Energy-Efficient Economy
Publication Date
2010
Organizations or Programs
City of Decatur Kilowatt Crackdown,
Community Energy Challenge,
Go Green Nashville,
Local Energy Alliance Program (LEAP)
Webcast on how to design a community energy alliance.
Resource - Webcast

How to Design and Market Energy Efficiency Programs to Specific Neighborhoods

Author(s)
Michelle Leigh, County of Volusia, Florida,
Andrea Petzel, City of Seattle, Washington,
Lilah Glick, Greater Cincinnati Energy Alliance
Publication Date
2011
Organizations or Programs
Community Power Works,
Volusia County,
FL,
Greater Cincinnati Energy Alliance (GCEA)

This webcast offers information on successful marketing strategies, as well as design considerations and market research insights for creating and marketing successful projects in specific neighborhoods.

Resource - Webcast

How to Work with the Media

Author(s)
U.S. Department of Energy
Publication Date
2011
This webcast offers a preview of tools and proven techniques to work with local media to increase program visibility. The webcast also features a discussion where participants shared what is working with their program's media efforts.
Resource - Webcast

Marketing, Communication, and Outreach: Lessons Learned In and Outside Energy Efficiency

Author(s)
U.S. Department of Energy,
Lawrence Berkeley National Laboratory,
Booz Allen Hamilton, Inc.,
Clean Energy Solutions, Inc.,
Local Energy Alliance Program
Publication Date
2010
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA),
Local Energy Alliance Program (LEAP),
Southeast Energy Efficiency Alliance (SEEA)

This webcast presents lessons learned in marketing, communication, and outreach, including lessons related to marketing plans.

Resource - Webcast

Partnering with Utilities Part 1 -- Successful Partnerships and Lessons from the Field

Author(s)
Jennifer Clymer, ICF International,
Philip LaMay, Allegheny County, Pennsylvania,
Christian Williss, Denver, Colorado,
Sharon Procopio, Denver, Colorado
Publication Date
2011
Organizations or Programs
Denver Energy Challenge
This webcast served as a roundtable for communities to describe successful partnerships between local governments and utilities that enabled the local governments to implement new clean energy programs or enhance existing ones.
Resource - Webcast

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Program Components

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