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Design a program that provides value for contractors and considers their seasonal business cycles

Many residential energy efficiency programs run into challenges maintaining an appropriately sized, well-trained workforce from program launch through maturity, as well as through the fluctuating demand of the seasons of the year. Some programs found that their contractors preferred a smooth annual...
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

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

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

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

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

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

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

Revolving Loan Fund Basics and Best Practices

Author(s)
U.S. Department of Energy
Publication Date
2009
Organizations or Programs
Texas LoanSTAR,
Montana Alternative Energy Revolving Loan Program
This webcast featured four presentations providing examples and best practices for revolving loan funds.
Resource - Webcast

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

Author(s)
U.S. Environmental Protection Agency
Publication Date
2017
Organizations or Programs
Energy Outreach Colorado,
DTE Energy

This 90-minute webinar explored the topic of linking and leveraging energy efficiency and renewable energy (EE/RE) programs for limited-income households, including the need to coordinate with other energy assistance programs. It presented case studies of organizations that have successfully advanced connections among available programs and funding sources.

Resource - Topical Presentations

Scaling Up Clean Energy Programs to the Next Level for Low and Moderate Income

Author(s)
Diana Duva, State of Connecticut,
Benjamin Healey, Connecticut Green Bank,
Joe Pereira, State of Colorado,
Jennifer Gremmert, Energy Outreach Colorado,
Michael DiRamio, U.S. Department of Energy
Publication Date
2017
Organizations or Programs
Energize Connecticut,
Energy Outreach California,
Energy Outreach Colorado

In this presentation, state and nonprofit leaders in Colorado and Connecticut discuss their policy and program efforts to offer rooftop and community solar and weatherization services and how they are scaling their programs to meet the needs of the underserved income-eligible market.

Resource - Topical Presentations

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

Author(s)
U.S. Environmental Protection Agency
Publication Date
2016
Organizations or Programs
Energy Outreach Colorado

This webcast 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.

Resource - Topical Presentations

Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings

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 report was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

Resource - Publications

Current Practices in Efficiency Financing: An Overview for State and Local Governments

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
2016
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
Kansas How$mart,
New York State Energy Research and Development Authority (NYSERDA),
Michigan Saves,
Texas LoanSTAR,
Sacramento Municipal Utility District (SMUD),
Nebraska Dollar and Energy Savings Program

This report is a guide to all customer-facing financing products—products offered by a lender directly to a borrower—used to pay for energy efficiency. Intended for state and local governments that are deciding whether to start a new program, tune up and existing program, or create a Green Bank, it provides information on the full range of financing product options for target participants, the tradeoffs of various products, and potential advantages and disadvantages for different types of customers.

Resource - Publications

Revolving Loan Funds

Author(s)
National Renewable Energy Laboratory
Publication Date
2009
Organizations or Programs
Texas LoanSTAR,
Utah Revolving Loan Fund for Schools,
Rhode Island Energy Revolving Loan Fund,
Ohio Energy Efficiency Revolving Loan Fund,
Montana Alternative Energy Revolving Loan Program,
Arizona Energy Loan Program,
Florida Conversion Revolving Loan Program,
Efficiency Kansas Revolving Loan Program,
North Carolina Energy Program
This report provides information for states intending to set up a new revolving loan fund for state energy programs.
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

Energy Outreach Colorado: A Nonprofit Hub for Energy Assistance

Author(s)
U.S. Environmental Protection Agency
Publication Date
2017
Organizations or Programs
Energy Outreach Colorado

Energy Outreach Colorado (EOC), an independent nonprofit organization created by the State of Colorado, is a one-stop shop for low-income energy services in the state, including programs for affordable multifamily housing. EOC developed partnerships with a variety of organizations across Colorado, leveraged multiple funding sources, and created new and expanded programs to address gaps in low-income energy assistance. This case study highlights EOC’s key features, approach, partners, funding sources, and achievements, as well as their keys to success and tips for replication and sustainability.

Resource - Case Studies

State Energy Efficiency Loan Programs

Author(s)
Alliance to Save Energy
Publication Date
2009
Organizations or Programs
Texas LoanSTAR,
Kansas Energy Efficiency Program,
Keystone Home Energy Loan Program (HELP)
This brief focuses on loan programs in 30 states that are currently providing low- to no-interest loans to finance energy efficiency improvements--from energy-efficient windows to replacement HVAC systems--in the residential, business, and public sectors.
Resource - Case Studies

Content Type

  • Resource (13)
  • Tips for Success (7)

Resource Type

Program Components

  • Market Position & Business Model (2)
  • Program Design & Customer Experience (9)
  • Marketing & Outreach (3)
  • Financing (7)
  • Contractor Engagement & Workforce Development (3)

Program Design Phases

  • Overview (4)
  • Strategy Development (17)
  • Planning (16)
  • Implementation (15)
  • Evaluation (5)

States or Territories

  • Alabama (1)
  • Arkansas (1)
  • California (3)
  • Colorado (8)
  • Connecticut (1)
  • Florida (3)
  • Georgia (1)
  • Hawaii (1)
  • Illinois (3)
  • Kansas (1)
  • Maine (2)
  • Maryland (3)
  • Massachusetts (3)
  • Michigan (5)
  • Mississippi (1)
  • Missouri (2)
  • Montana (1)
  • Nebraska (1)
  • New York (5)
  • Ohio (2)
  • Oregon (4)
  • Pennsylvania (1)
  • Texas (6)
  • Vermont (7)
  • Virginia (1)
  • Washington (2)
  • Wisconsin (1)

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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