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

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.

This presentation describes a Massachusetts study on low-income weatherization, including its cost-effectiveness and impacts on health and safety.

This presentation provides an overview of energy efficiency financing for low- and moderate-income households, including a sector overview, consumer protections, financing products, and lessons learned.

This presentation highlights the potential operational, financial and environmental benefits that smart meters offer to residential customers, particularly low-income customers. Low-income customers have a higher energy burden, making energy savings more impactful.

This peer exchange call summary focused on integrating income-qualified programs into neighborhood sweeps.

This peer exchange call summary focused on what energy efficiency programs are doing to target low- and moderate-income households.

This summary from a Better Buildings Residential Network peer exchange call focused on strategies in building interest in and introducing energy efficiency to affordable housing.

This peer exchange call summary focused on leveraging effective partnerships for multi-family and low-income outreach and service delivery.

Presentation aimed at program administrators that highlights the elements of an income statement, methods for forecasting costs and revenues, the importance of performance measurement, and potential revenue streams.

This study focused on barriers to, and opportunities for, solar photovoltaic energy generation; opportunities for, access to other renewable energy by low-income customers; contracting opportunities for local small businesses in disadvantaged communities; low-income customers to energy efficiency and weatherization investments, including those in disadvantaged communities. It also provides recommendations on how to increase access to energy efficiency and weatherization investments to low-income customers.

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.

The U.S. Department of Energy's (DOE) Building America research team, Advanced Residential Integrated Energy Solutions Collaborative (ARIES), worked with four public housing authorities (PHAs) to develop packages of energy-efficiency retrofit measures that PHAs can cost-effectively implement with their own staffs during the normal course of housing operations when units are refurbished between occupancies. More than 1 million public housing units supported by the U.S. Department of Housing and Urban Development (HUD) provide rental housing for eligible low-income families across the country, ranging from single-family houses to multifamily, high-rise apartments.

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.

This report details opportunities for scaling up program activity and increasing savings from programs reaching the people who need it most. It discussed best practices from existing programs for overcoming many of the key challenges that program administrators face, including how to address housing deficiencies that prevent energy efficiency upgrades, how to address cost effectiveness challenges, and how to serve hard-to-reach households.

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing.

This report provides information and tools for policymakers, regulators, utilities, shared renewable energy developers, program administrators and others to support the adoption and implementation of shared renewables programs specifically designed to provide tangible benefits to low income and moderate income individuals and households.

This guide is designed to help state and local governments reduce carbon emissions by connecting them with EPA programs that can help them expand or develop their own energy efficiency and renewable energy initiatives in ways that benefit low-income communities. The guide can also be used by low-income community leaders and stakeholder groups to better understand how they might participate in and take advantage of EPA initiatives to help their communities save energy.

Energy burden is the percentage of household income spent on home energy bills. In this report, ACEEE, along with the Energy Efficiency for All coalition, measures the energy burden of households in 48 of the largest American cities. The report finds that low-income, African-American, Latino, low-income multifamily, and renter households all spend a greater proportion of their income on utilities than the average family. The report also identifies energy efficiency as an underutilized strategy that can help reduce high energy burdens by as much as 30%. Given this potential, the report goes on to describe policies and programs to ramp up energy efficiency investments in low-income and underserved communities.

The multifamily sector can be hard to reach when it comes to energy efficiency programs. Besides being diverse and complex, the sector presents a unique set of challenges to efficiency investments. The result is that multifamily customers are often underserved by energy efficiency programs. Drawing on data requests and interviews with program administrators, this report summarizes the challenges to program participation and identifies best practices that programs can use to reach and retain large numbers of multifamily participants.

The purpose of this study is to furnish comprehensive information on ratepayer-funded low-income energy programs. This study includes information on and analysis of the energy needs of low-income households, the legal and regulatory framework supporting ratepayer-funded programs, program design options, and the findings from evaluations of program effectiveness.

This document summarizes discussions and recommendations from a forum for practitioners and policymakers aiming to strengthen residential energy efficiency program design and delivery for middle income households.

This report provides state and local policymakers with information on successful approaches to the design and implementation of residential efficiency programs for households ineligible for low-income programs.

This report explores the best practices that utilities should undertake in the development and implementation of energy efficiency programs. The report calculates the impact that investing in energy efficiency will have on jobs, household income, and state and regional economies, along with the other public health benefits such as reducing pollution.

This guide provides energy efficiency program design guidance for local and regional programs. It focuses on cost-saving energy efficiency strategies, creation of high quality jobs, and services for the low-income sector.

Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.

Presentation describing NYSERDA's alternative underwriting approach for its target market.

Data release form that allows the Connecticut Clean Energy Finance and Investment Authority (CEFIA) to obtain customer utility account and actual energy usage data, energy costs, underwriting and loan repayment records, and data on energy savings measures installed.

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.

This case study highlights how EmPOWER Maryland’s low-income programs have helped to reduce or eliminate the up-front costs of efficiency upgrades, minimize administrative burden on participants, and provide coordinated services through a statewide network of trusted partners. Under the Multifamily Energy Efficiency and Housing Affordability EmPOWER Program, owners of affordable multifamily housing receive loans and grants with flexible terms for the purchase and installation of a variety of energy improvements, from lighting and appliances to insulation and HVAC systems.

This case study highlights the low-income programs of Efficiency Vermont, the nation’s first public energy efficiency utility, which aims to reduce these customers' high energy burden, freeing up money that they can spend on food, housing, and other necessities. These low-income programs have saved enough electricity to power nearly 8,000 Vermont households for a year and offer solutions that eliminate or reduce up-front costs for residents, a typical barrier to improving energy efficiency in low-income households. Its multifamily energy efficiency program helps renters and building owners save energy, addressing the “split incentive” barrier in which owners have little reason to invest in efficiency measures that benefit tenants who pay their own energy bills.

This multifamily showcase project profiles the significant energy improvements as well as annual energy savings of 20 percent and cost savings of $68,000 at Los Robles Apartments located in Union City, CA. Los Robles was one of the first Low Income Housing Preservation and Residential Homeownership Act (LIHPRHA) projects in the country to leverage Low-income Housing Tax Credits (LIHTC) and private capital to finance comprehensive energy- and water-efficiency retrofits.

In this project, the U.S. Department of Energy Building America team Partnership for Advanced Residential Retrofit (PARR) worked with Elevate Energy on three tasks: to conduct pre- and post-retrofit analysis on the income and expense data of 13 Chicago-area multifamily buildings, to compare Chicago income and expense data to two national samples, and to explore the ramifications that energy-efficiency retrofits have on nine Chicago-area neighborhoods.

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.