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Offer homeowners multiple types of assessments

Several successful residential energy efficiency programs offered multiple types of home energy assessments to appeal to a wider spectrum of homeowner interests and needs. These ranged from online home assessments to brief walk-throughs to full diagnostic testing. A comprehensive evaluation of over...
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

Maintain a sufficient workforce from program launch into program maturity

Your program will rely on its contractor base in order to succeed, so take steps to ensure that the capacity of the workforce is sufficient to launch your program and to maintain it as it grows. An evaluation of over 140 programs found that successful programs fostered and maintained relationships...
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

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

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

Set realistic expectations for launching and scaling up your program

Many program administrators have found that launching and scaling up a program often takes longer than planned for, especially when forming partnerships with contractors and lenders. New energy efficiency programs often need at least 2-3 years to launch and become fully operational. Across programs...
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

Design your financing activities to enable long-term sustainability

In order to overcome lenders’ concerns over the risk associated with energy efficiency loans, many Better Buildings Neighborhood Program partners offered credit enhancements to lenders (e.g., loan loss reserve funds) to attract lender participation and to mitigate lender losses in the event of loan...
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

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

Tap into secondary market investors to provide lending capital

Historically, energy efficiency financing have required two sources of funding: credit enhancement funds to mitigate risk and support attractive financing, and senior capital to fund the majority of the loan principal. Some residential energy efficiency programs have successfully assembled loan...
Tips for Success

Consider tiered financing or rebates to encourage deeper upgrades

Without an incentive, homeowners and contractors may limit themselves to smaller upgrade projects. Programs in search of more energy savings have found that some homeowners already interested in an upgrade are amenable to a bigger upgrade when coupled with better financing terms or larger rebates...
Tips for Success

Hire staff with financing skills and knowledge

Financing can be a complicated topic for programs, and having staff with financing knowledge and expertise can be very valuable. Financing program administration involves working with lenders and understanding how they operate as well as understanding financial regulatory issues and loan product...
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

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

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

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

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

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 - Topical Presentations

Making the Grade: Innovative Approaches to Improving Quality

Author(s)
U.S. Department of Energy
Publication Date
2017
Organizations or Programs
Enhabit,
Consumers Energy

This summary from a Better Buildings Residential Network peer exchange call focused on innovative approaches to increase contractors' work quality through feedback reports and contractor ranking, decrease quality assurance costs through remote quality assurance, and improve contractor engagement. It features speakers from Consumers Energy, Enhabit, and DOE.

Resource - Topical Presentations

Top Lessons Learned for Residential Energy Efficiency Program Design

Author(s)
U.S. Department of Energy
Publication Date
2016
Organizations or Programs
Enhabit,
Milwaukee Energy Efficiency (Me2)

The Better Buildings Neighborhood Program featured 41 competitively selected grantees that developed sustainable energy efficiency upgrade programs across the U.S. from 2010-14. This presentation covers what worked and what didn’t, and key success factors identified by an independent evaluation.

Resource - Topical Presentations

Lessons for Improving Home Upgrade Programs – Better Buildings Accelerator

Author(s)
U.S. Department of Energy
Publication Date
2016
Organizations or Programs
Enhabit,
NeighborWorks H.E.A.T. Squad,
Build It Green

Better Buildings Home Upgrade Program Accelerator partners, Build It Green, Enhabit, and NeighborWorks of Western Vermont, discussed steps for streamlining program processes, and strategies to improve data management, contractor relationships, and customer experiences. Tools and resources were presented as examples of how these ideas can be implemented in programs across the country.

Resource - Topical Presentations

Think Again! A Fresh Look at Home Performance Business Models and Service Offerings (301)

Author(s)
U.S. Department of Energy
Publication Date
2015
Organizations or Programs
Austin Energy,
SaveGreen Project,
Enhabit

This summary from a Better Buildings Residential Network peer exchange call focused on changing an organization's home performance business model and expanding the services offered.

Resource - Topical Presentations

Residential Energy Efficiency Messaging

Author(s)
U.S. Department of Energy
Publication Date
2015
Organizations or Programs
Enhabit

This summary from a Better Buildings Residential Network peer exchange call focused on effective messaging.

Resource - Topical Presentations

The Future is Here: Smart Home Technology

Author(s)
U.S. Department of Energy
Publication Date
2015
Organizations or Programs
Enhabit

This summary from a Better Buildings Residential Network peer exchange call focused on how residential energy efficiency programs can use smart home technologies to drive customer demand.

Resource - Topical Presentations

Strategies to Overcome Split Incentive Tenant / Landlord Issues

Author(s)
U.S. Department of Energy
Publication Date
2014
Organizations or Programs
Cambridge Energy Alliance

This summary from a Better Buildings Residential Network peer exchange call focused on challenges and strategies related to split incentives for tenants and landlords.

Resource - Topical Presentations

Loan Performance Data and Communication

Author(s)
U.S. Department of Energy
Publication Date
2013
Organizations or Programs
Efficiency Maine,
Indianapolis Better Buildings Program,
Enhabit

This summary from a Better Buildings Residential Network peer exchange call focused on gathering and communicating loan performance data.

Resource - Topical Presentations

Lender-Based Revenues and Cost-Savings

Author(s)
U.S. Department of Energy
Publication Date
2013
Organizations or Programs
Enhabit

This peer exchange call summary focused on lender-based fees and sharing costs with lending partners.

Resource - Topical Presentations

Effective Incentive Structures

Author(s)
Megan Billingsley, Lawrence Berkeley National Laboratory
Publication Date
2012
Organizations or Programs
Enhabit

This presentation provides lessons to ensure effective incentive structures.

Resource - Topical Presentations

Using Social Media to Engage the Community in Energy Efficiency
Projects

Author(s)
U.S. Department of Energy
Publication Date
2011
Organizations or Programs
Cambridge Energy Alliance,
Energize Clackamas County,
Green Homes Challenge
This webinar presented ways various programs use social media tools to enhance and promote their energy programs among their communities.
Resource - Topical Presentations

Better Buildings Program: Brands & Websites

Author(s)
U.S. Department of Energy
Publication Date
2011
Organizations or Programs
BetterBuildings for Michigan,
CharlestonWISE,
Enhabit,
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
Efficiency Maine,
emPowerSBC,
Energize Bedford,
Energize Phoenix,
EnergySmart Colorado,
Energy Upgrade California,
EnergyWorks,
Greater Cincinnati Energy Alliance (GCEA),
Green Madison,
BetterBuildings Lowell Energy Upgrade,
Milwaukee Energy Efficiency (Me2),
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New Hampshire BetterBuildings,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.

Resource - Topical Presentations

Better Buildings Residential Network Social Media Toolkit

Author(s)
U.S. Department of Energy
Publication Date
2015
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA),
New York State Energy Research and Development Authority (NYSERDA),
Austin Energy,
Efficiency Nova Scotia,
Enhabit,
EnergyFit Nevada

The Better Buildings Residential Network Social Media toolkit can be used to help residential energy efficiency programs learn to engage potential customers through social media. Social media can build brand awareness concerning home energy upgrades and the entities working on them, which can lead to more energy upgrade projects taking place in the long run. This toolkit will help program managers and their staff with decisions like what social media works best for various program needs. When aligned with other marketing and outreach efforts, social media can be a useful tool in attracting home energy upgrade customers. Note that social media changes constantly, so users of this toolkit need to regularly reassess their methods and review results to ensure goals are being met.

Resource - Tools & Calculators

Green for All Energy Efficiency Toolkit

Author(s)
Green For All
Publication Date
2012
Organizations or Programs
Enhabit,
Wisconsin Energy Conservation Corporation (WECC),
EnergyWorks KC,
Baltimore Neighborhood Energy Challenge,
BetterBuildings for Greensboro,
Green and Healthy Homes Initiative,
Working Partnerships USA,
NYC Apollo Alliance,
Community Power Works,
New York State Energy Research and Development Authority (NYSERDA),
RePower Bremerton,
Local Energy Alliance Program (LEAP),
RePower Bainbridge,
Better Buildings Near Eastside Neighborhood Sweeps Program,
RePower Kitsap,
Michigan Saves,
Keystone Home Energy Loan Program (HELP),
EnergySmart,
Efficiency Vermont,
Long Island Green Homes,
Energy Impact Illinois,
Energize Bedford,
reEnergize

This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.

Resource - Tools & Calculators

Enhancing State Energy Efficiency Efforts Through Information and Outreach to Consumers

Author(s)
National Governors Association
Publication Date
2012
Organizations or Programs
TakeCharge! Challenge,
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)

Many states have adopted policies intended to overcome the barriers that limit the more efficient use of electricity. Yet because such efforts have not addressed the lack of consumer information and motivation to improve efficiency, many opportunities for energy efficiency remain untapped. To help address that problem, states, utilities, and other energy efficiency service providers have begun to develop new approaches to informing and motivating customers based on behavioral economics and psychology research. This report describes three broad strategies that states can use to engage consumers' participation in energy efficiency programs: provide direct consumer information and feedback on energy use, influence social norms; and match messages and messengers to target audiences. Recommendations for actions that governors can take within the context of each of those three strategies are provided.

Resource - Publications

Lending for Energy Efficiency Upgrades in Low- to Moderate-Income Communities: Bank of America's Energy Efficiency Finance Program

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
2016
Organizations or Programs
Elevate Energy,
Enhabit

This paper analyzes Bank of America's $55 million initiative to provide low-cost funding and grant support to advance energy efficiency investment in low- to moderate-income communities. The funding supported community development financial institutions (CDFIs) in developing and enhancing efficiency programs for residential, commercial, and multifamily buildings. We report on loan performance, energy savings, and the degree to which the savings offset the cost of the energy efficiency investment.

Resource - Publications

Better Buildings Residential Network Lessons Learned: Peer Exchange Calls No.4

Author(s)
U.S. Department of Energy
Publication Date
2015
Organizations or Programs
EnergySmart,
Bend Energy Challenge,
Mass Save,
Focus on Energy,
Enhabit

This document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.

Resource - Publications

A Policymaker’s Guide to Scaling Home Energy Upgrades

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2015
Organizations or Programs
EnergySmart,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit,
Mass Save,
Tennessee Valley Authority (TVA),
Manitoba Hydro,
Keystone Home Energy Loan Program (HELP),
Michigan Saves,
Warehouse for Energy Efficiency Loans,
Austin Energy,
Efficiency Vermot,
Midwest Energy Efficiency Alliance,
Illinois Home Performance with Energy Star,
Build It Green,
Earth Advantage,
Elevate Energy,
Arizona Public Service (APS),
Pacific Gas and Electric Company,
NeighborWorks H.E.A.T. Squad

This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.

Resource - Publications

Verifying Energy Efficiency Job Creation: Current Practices and Recommendations

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
2015
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Tennessee Valley Authority (TVA),
Energy Right Solutions for Buisness,
Energy Right Solutions for Industry,
Efficiency Nova Scotia,
National Grid Energy Efficiency Program,
Energy Trust of Oregon,
Energy Efficiency and Renewable Energy Programs,
Enhabit,
District of Columbia Sustainable Energy Utility,
BC Hydro,
Ontario Power Authority Industrial Accelerator Program,
Elevate Energy

Among the many benefits ascribed to energy efficiency is the fact that it can help create jobs. Although this is often used to motivate investments in efficiency programs, verifying job creation benefits is more complicated than it might seem at first. This paper identifies some of the issues that contribute to a lack of consistency in attempts to verify efficiency-related job creation. It then proposes an analytically rigorous and tractable framework for program evaluators to use in future assessments.

Resource - Publications

Best Practices for Energy Retrofit Program Design: Business Models Recommendations

Author(s)
Home Performance Resource Center
Publication Date
2010
Organizations or Programs
Austin Energy,
Long Island Green Homes,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit

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.

Resource - Publications

Reactions to the Residential Retrofit Roundtable Recommendations

Author(s)
Richard Faesy and Chris Kramer, Energy Futures Group (Prepared for the Energy Foundation)
Publication Date
2013
Organizations or Programs
Enhabit,
Michigan Saves,
BetterBuildings for Michigan,
Local Energy Alliance Program (LEAP),
NeighborWorks H.E.A.T. Squad,
Energy Works,
Keystone Home Energy Loan Program (HELP),
Efficiency Maine,
Greater Cincinnati Energy Alliance (GCEA)

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.

Resource - Publications

Home Energy Makeover Contests: Who Are the Winners and Losers in Motivating Existing Homeowners to Make "Whole House" Energy Saving Improvements

Author(s)
UtilityExchange.org,
Building Performance Institute
Publication Date
2013
Organizations or Programs
Atlanta SHINE,
DecaturWISE,
CharlestonWISE,
Enhabit,
Energy Upgrade California,
Help My House,
FirstEnergy,
Local Energy Alliance Program (LEAP),
NOLA WISE

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.

Resource - Publications

Job Quality, Equitable Access and Quality Assurance Standards in Leading Residential Weatherization Programs

Author(s)
Community Benefits Law Center
Publication Date
2010
Organizations or Programs
Enhabit,
New Jersey Weatherization Assistance Program,
Delaware Weatherization Assistance Program,
Washington State Energy Program,
Community Power Works,
Santa Clara County AB811 Pilot Program

Summary of the standards that support job quality, equitable access and quality assurance in several residential energy efficiency programs from different parts of the country.

Resource - Publications

Better Buildings Neighborhood Program Grantee Incentives

Author(s)
U.S. Department of Energy
Publication Date
2012
Organizations or Programs
Atlanta SHINE,
Be SMART,
Beacon Communities Project,
BetterBuildings for Michigan,
BetterBuildings for Greensboro,
BetterBuildings Lowell Energy Upgrade,
Camden POWER - A Better Buildings Initiative,
CarrboroWISE,
City of Indianapolis Better Buildings Program,
Chapel Hill WISE,
CharlestonWISE,
Enhabit,
Community Alliance for Energy Efficiency (Cafe2),
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
DecaturWISE,
Efficiency Maine,
emPowerSBC,
Energize Phoenix,
EnergyFit Nevada,
Energy Impact Illinois,
EnergySmart,
Energy Upgrade California,
EnergyWorks,
Fayette County Better Buildings Initiative,
Greater Cincinnati Energy Alliance (GCEA),
Huntsville WISE,
Local Energy Alliance Program (LEAP),
Michigan Saves,
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Richmond Regional Energy Alliance (RREA),
ShopSmart with JEA,
Solar and Energy Loan Fund (SELF),
Small Town Energy Program (STEP),
Wisconsin Energy Conservation Corporation (WECC),
Southeast Energy Efficiency Alliance (SEEA)

This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.

Resource - Publications

Energy Efficiency Finance: Options and Roles for Utilities

Author(s)
Southwest Energy Efficiency Project
Publication Date
2011
Organizations or Programs
Arizona Public Service (APS),
Enhabit,
Georgia How$mart,
Hawaiian Electric Company,
Kansas How$mart,
How$martKY,
Mass Save,
Public Service of New Hampshire,
Rural Energy Savings Program,
Sempra Energy Utilities,
United Illuminating

This report describes different approaches to energy efficiency finance taken by utilities.

Resource - Publications

Cambridge Energy Alliance's Residential and Small Business Communications and Marketing Strategy

Author(s)
Hattaway Communications
Publication Date
2007
Organizations or Programs
Cambridge Energy Alliance
This marketing strategy includes the goals and objectives the Cambridge (Massachusetts) Energy Alliance set out to meet.
Resource - Publications

Energy Efficiency Financing: Models and Strategies

Author(s)
The Energy Foundation
Publication Date
2012
Organizations or Programs
Enhabit,
Keystone Home Energy Loan Program (HELP),
Maryland Clean Energy Center Home Owner Loan Program,
Texas LoanSTAR,
Colorado ENERGY STAR Homes,
U.S. Department of Housing and Urban Development (HUD) Energy Efficient Mortgage Program,
U.S. Department of Housing and Urban Development (HUD) PowerSaver,
Community Preservation Corporation Green Financing Initiative,
New Resource Bank,
Sempra Utilities,
United Illuminating

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.

Resource - Publications

Clean Energy Financing Programs: A Decision Resource for States and Communities

Author(s)
U.S. Environmental Protection Agency
Publication Date
2011
Organizations or Programs
Austin Energy,
Bridgeport Housing Authority Energy Efficiency,
City of Pendleton,
OR,
Enhabit,
ClimateSmart Initiative,
Colorado ENERGY STAR Homes,
Connecticut Solar Lease,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Montana Alternative Energy Revolving Loan Program,
Palm Desert Energy Independence Program,
Sonoma County Energy Independence Program,
Sustainable Connections: Energy Challenge,
Texas LoanSTAR

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.

Resource - Publications

What Have We Learned from Energy Efficiency Financing Programs?

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
2011
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Enhabit

This report presents results, recommendations, and case studies of energy efficiency financing programs.

Resource - Publications

Overview of Marketing Methods for Local Retrofit Programs

Author(s)
Oak Ridge National Laboratory
Publication Date
2011
Organizations or Programs
Cambridge Energy Alliance,
Greater Cincinnati Energy Alliance (GCEA),
Neighborhood Energy Action Partnership,
WeatherizeDC
This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.
Resource - Publications

Key Findings and Recommendations From the Process Evaluation of Clean Energy Works Oregon (now Enhabit)

Author(s)
Energy Trust Oregon (Prepared by Johnson Consulting Group)
Publication Date
2012
Organizations or Programs
Enhabit

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.

Resource - Program Presentations & Reports

Pilot Process Evaluation Report

Author(s)
Research Into Action, Inc.
Publication Date
2010
Organizations or Programs
Enhabit

This report describes the process evaluation of a pilot project in Portland Oregon that informed the refinement and expansion of the program statewide into Clean Energy Works Oregon (now Enhabit).

Resource - Program Presentations & Reports

High Road Outcomes in Portland's Energy Efficiency Upgrade Pilot

Author(s)
Stacy Ho and Jeremy Hays, Green For All
Publication Date
2011
Organizations or Programs
Enhabit

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.

Resource - Program Presentations & Reports

Working with Financial Partners - Clean Energy Works Oregon (now Enhabit)

Author(s)
Brian Alfano, Clean Energy Works Oregon (now Enhabit)
Publication Date
2012
Organizations or Programs
Enhabit

Presentation describing how Clean Energy Works Oregon (now Enhabit) works with financial partners.

Resource - Program Presentations & Reports

Information on Consumer Segmentation

Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
2010
Organizations or Programs
Enhabit

Clean Energy Works Oregon (now Enhabit) developed consumer profiles based on research the program conducted on its target audience.

Resource - Program Presentations & Reports

Marketing & Outreach Strategy Research

Author(s)
U.S. Department of Energy
Publication Date
2010
Organizations or Programs
Cambridge Energy Alliance,
Energy Impact Illinois,
Enhabit,
Energy Upgrade California

This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.

Resource - Program Presentations & Reports

"One-Stop-Shop" Home Energy Remodel

Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
2012
Organizations or Programs
Enhabit

This presentation from Clean Energy Works Oregon (now Enhabit) covers their "One-Stop Shop" Home Energy Remodel process where customers were guided through a four-step process: apply, assess, finance, and transform. This simple process gave customers access to a comprehensive package of services that included assistance from an independent energy advisor.

Resource - Program Presentations & Reports

Request for Proposals for Phase V (Neighborhood Phase) of Clean Energy Works Portland (now Enhabit)

Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
2010
Organizations or Programs
Enhabit

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.

Resource - Program Materials

Clean Energy Works Oregon (now Enhabit) Marketing Plan

Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
2010
Organizations or Programs
Enhabit

A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.

Resource - Program Materials

Selling an Energy Efficiency Loan Portfolio in Oregon: Resale of the Craft3 Loan Portfolio to Self-Help Credit Union

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
2014
Organizations or Programs
Enhabit

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.

Resource - Case Studies

Financing Tool Fits the Bill

Author(s)
U.S. Department of Energy
Publication Date
2011
Organizations or Programs
Enhabit,
EnergySmart Colorado

Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.

Resource - Case Studies

Alternative Underwriting Criteria: Using Utility Bill Payment History as a Proxy for Credit: Case Study on Clean Energy Works Oregon (now Enhabit)

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
2012
Organizations or Programs
Enhabit

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.

Resource - Case Studies

Spotlight on Portland, Oregon: Making the Program Work for Contractors

Author(s)
U.S. Department of Energy
Publication Date
2011
Organizations or Programs
Enhabit

This case study discusses the strategies Clean Energy Works Oregon's (now Enhabit's) used to actively engage contractors to make the program successful (e.g., balancing contractors' work priorities, enforcing quality standards).

Resource - Case Studies

Spotlight on Portland, Oregon: Use Incentives to Get Attention and Encourage Deep Savings

Author(s)
U.S. Department of Energy
Publication Date
2012
Organizations or Programs
Enhabit

This case study discusses how Clean Energy Works Oregon (now Enhabit) used performance-based incentives, limited-time bonus rebates, early financing approvals, and seasonal advantages to broaden its program reach and increase home upgrade completions.

Resource - Case Studies

Content Type

  • Resource (47)
  • Tips for Success (21)

Resource Type

Program Components

  • Market Position & Business Model (6)
  • Program Design & Customer Experience (18)
  • Evaluation & Data Collection (9)
  • Marketing & Outreach (23)
  • Financing (21)
  • Contractor Engagement & Workforce Development (13)

Program Design Phases

  • Overview (12)
  • Strategy Development (46)
  • Planning (49)
  • Implementation (50)
  • Evaluation (24)

States or Territories

  • Alabama (2)
  • Alaska (1)
  • Arizona (4)
  • Arkansas (1)
  • British Columbia (1)
  • California (13)
  • Colorado (10)
  • Connecticut (3)
  • Delaware (1)
  • Florida (2)
  • Georgia (1)
  • Hawaii (1)
  • Illinois (5)
  • Indiana (1)
  • Kansas (3)
  • Kentucky (1)
  • Maine (3)
  • Manitoba (1)
  • Maryland (6)
  • Massachusetts (5)
  • Michigan (4)
  • Minnesota (3)
  • Missouri (1)
  • Montana (1)
  • Nevada (1)
  • New Hampshire (2)
  • New Jersey (3)
  • New York (6)
  • Nova Scotia (1)
  • Ohio (3)
  • Oklahoma (1)
  • Ontario (1)
  • Oregon (51)
  • Pennsylvania (6)
  • Rhode Island (2)
  • South Dakota (1)
  • Texas (7)
  • Utah (1)
  • Vermont (6)
  • Virginia (4)
  • Washington (7)
  • Washington DC (2)
  • Wisconsin (3)

Organizations or Programs

  • (-) Enhabit (64)
  • Energy Upgrade California (49)
  • New York State Energy Research and Development Authority (NYSERDA) (45)
  • Efficiency Maine (37)
  • Austin Energy (34)
  • Michigan Saves (28)
  • Local Energy Alliance Program (LEAP) (26)
  • RePower Bainbridge (25)
  • Efficiency Vermont (24)
  • Greater Cincinnati Energy Alliance (GCEA) (24)
  • Elevate Energy (23)
  • Energy Impact Illinois (23)
  • EnergySmart Colorado (23)
  • RePower Kitsap (22)
  • Community Power Works (21)
  • RePower Bremerton (21)
  • Connecticut Neighbor to Neighbor Energy Challenge (20)
  • EnergySmart (20)
  • EnergyWorks (20)
  • Southeast Energy Efficiency Alliance (SEEA) (16)
  • Keystone Home Energy Loan Program (HELP) (15)
  • NeighborWorks H.E.A.T. Squad (15)
  • BetterBuildings for Michigan (13)
  • Focus on Energy (12)
  • Energize Phoenix (11)
  • Energize Connecticut (9)
  • Energy Trust of Oregon (9)
  • Mass Save (9)
  • BetterBuildings for Greensboro (8)
  • Denver Energy Challenge (8)
  • NOLA WISE (8)
  • Sacramento Municipal Utility District (SMUD) (8)
  • ShopSmart with JEA (8)
  • Arizona Public Service (APS) (7)
  • Be SMART (7)
  • Long Island Green Homes (7)
  • Milwaukee Energy Efficiency (Me2) (7)
  • National Grid (7)
  • NeighborWorks of Western Vermont (7)
  • Texas LoanSTAR (7)
  • CharlestonWISE (6)
  • Efficiency Nova Scotia (6)
  • Energy Outreach Colorado (6)
  • New Jersey Home Performance with ENERGY STAR (6)
  • reEnergize (6)
  • Build It Green (5)
  • (-) Cambridge Energy Alliance (5)
  • Community Energy Challenge (5)
  • emPowerSBC (5)
  • Energize New York (5)
Residential Program Guide is a resource of the U.S. Department of Energy's Building Technologies Office.
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