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Contractor Engagement & Workforce Development – Assess & Improve Processes

Monitor the effectiveness of contractor and workforce development efforts, motivate improvement, address low performers, and adapt on a regular basis.
Handbook

Market Position & Business Model – Assess & Improve Processes

Develop processes, strategies, and procedures to continuously improve your organization’s operations and position in the market.
Handbook

Program Design & Customer Experience – Develop Implementation Plans

Develop a detailed plan for launching and operating your program that integrates all program components into a process that is customer-friendly and efficient for contractors and other partners.
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

Market Position & Business Model – Communicate Impacts

Publicize benefits and lessons learned resulting from your organization’s success in the market.
Handbook

Contractor Engagement & Workforce Development – Communicate Impacts

Communicate program results to contractor partners and workforce development stakeholders.
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

Program Design & Customer Experience – Make Design Decisions

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.
Handbook

Contractor Engagement & Workforce Development – Develop Evaluation Plans

Determine processes for collecting and sharing data about key contractor metrics and workforce development activities.
Handbook

Program Design & Customer Experience – Identify Partners

Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.
Handbook

Market Position & Business Model – Create a Business Plan

Create your organization’s business plan, which describes how your operational and financial structure will support the delivery of energy efficiency services.
Handbook

Market Position & Business Model – Develop a Business Model

Define your business model, including market position, products and services, type of customers, financial model, governance structure, and the assets and infrastructure your organization needs.
Handbook

Market Position & Business Model – Identify Partners

Identify and engage organizational partners in your business model design.
Handbook

Marketing & Outreach – Assess & Improve Processes

Monitor the effectiveness of marketing and outreach strategies and adapt as needed.
Handbook

Marketing & Outreach – Communicate Impacts

Communicate marketing and outreach results internally and to partners.
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

Financing – Make Design Decisions

Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.
Handbook

Marketing & Outreach – Develop Evaluation Plans

Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies.
Handbook

Marketing & Outreach – Develop Implementation Plans

Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.
Handbook

Marketing & Outreach – Make Design Decisions

Decide on priority target audience segments, messages, and incentives that will motivate customers.
Handbook

Marketing & Outreach – Identify Partners

Establish relationships with organizations that will assist with program marketing and outreach.
Handbook

Financing – Assess the Market

Determine how your target audience currently funds energy efficiency services, to what extent upfront cost is a barrier, and whether improvements to their financing options would increase the uptake of energy efficiency measures.
Handbook

Marketing & Outreach – Assess the Market

Identify and prioritize potential target audiences based on their likely receptivity to your program's services.
Handbook

Contractor Engagement & Workforce Development – Assess the Market

Learn about the capabilities and services of existing contractors and training providers working in your market.
Handbook

Market Position & Business Model – Assess the Market

Survey existing and potential demand for energy efficiency products and services based on an understanding of policies, housing and energy characteristics, demographics, related initiatives and other market actors.
Handbook

Program Design & Customer Experience – Overview

Design a residential energy efficiency program that integrates marketing and outreach, contractor coordination, incentives, financing, and program evaluation to provide customers with the products and services they want through a customer-centric process.
Handbook

Financing – Overview

Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.
Handbook

Market Position & Business Model – Overview

Identify your organization's preferred market position by assessing existing market actors, gaps, competitors, and potential partners. Develop a business model that will allow you to deliver energy efficiency services.
Handbook

Evaluation & Data Collection – Overview

Develop evidence-based insights into your program’s performance through third-party process and impact evaluations. Learn how to develop effective data collection strategies and timely evaluations to identify important program achievements as well as opportunities for making program improvements.
Handbook

Marketing & Outreach – Overview

Spur consumer demand for your program's services by understanding your target audience and motivating them to act using effective messaging, marketing and outreach tactics, and attractive program offers.
Handbook

Contractor Engagement & Workforce Development – Develop Implementation Plans

Develop contractor engagement, quality assurance, and workforce development plans that include strategies, workflow, timelines, and staff and partner roles and responsibilities.
Handbook

Program Design & Customer Experience – Assess & Improve Processes

Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.
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

Contractor Engagement & Workforce Development – Make Design Decisions

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.
Handbook

Contractor Engagement & Workforce Development – Identify Partners

Establish relationships with contractors who will deliver program products and services, and with organizations that train and certify workers.
Handbook

Contractor Engagement & Workforce Development – Set Goals & Objectives

Establish objectives, targets, and timeframes for your program to support local contractors and the type and quality of service they provide to help meet your program’s goals.
Handbook

Program Design & Customer Experience – Assess the Market

Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.
Handbook

Contractor Engagement & Workforce Development – Overview

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, fostering clear communication, and refining program processes over time, in partnership with your workforce.
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

Offer customers a range of upgrade paths, including single measures and staging upgrades over time

Programs that offered several paths for customers to upgrade their homes—for example through a choice of single or bundled measures, staged upgrades over time, or a comprehensive whole home upgrade—were found to motivate greater homeowner participation and generate higher energy savings, according...
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

When partnering with lenders through a request for proposal (RFP), establish a clear process and remain flexible

Establishing strong, collaborative partnerships with one or more lending partners is critical for successful delivery of affordable home energy lending. These partnerships are typically created through a request for proposal (RFP) process which can encourage market competition and help to attract...
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

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

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

Make sure there are enough customers in your target market to meet your goals and attract partners

Many programs that focused on a specific neighborhood or other small geographic areas have found it difficult to generate enough customer interest, partner interest, and upgrade activity to meet program goals. Regional or statewide approaches are often more attractive to contractors, lenders...
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

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

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

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

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

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

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

Free Money and Where to Find It: Today's Hottest Sources for Multifamily Retrofits

Author(s)
Becky Schaaf, Stewards of Affordable Housing for the Future,
Dick Santangelo, Apollo Engineering Solutions,
Stefen Samarripas, American Council for an Energy-Efficient Economy
Publication Date
2017

This presentation provides an overview of ACEEE's nationwide study of utility provider incentives for the multifamily buildings sector, as well as a broad overview of other sources of funds for energy and water conservation. This session covered the latest news regarding state energy programs, local green banks, weatherization funds, tax credits, and more.

Resource - Topical Presentations

Moving Beyond Split-Level Incentives: Engaging Rental Property Tenants and Owners in Energy Efficiency (301)

Author(s)
U.S. Department of Energy
Organizations or Programs
Northeast Energy Efficiency Partnerships (NEEP)

This summary from a Better Buildings Residential Network peer exchange call focused on working with multifamily and rental properties on energy efficiency programs. It features speakers from  American Council for an Energy-Efficient Economy, Community Housing Partners, and Northeast Energy Efficiency Partnerships.

Resource - Topical Presentations

The Intersection of Health and Residential Energy Efficiency (201)

Author(s)
U.S. Department of Energy
Publication Date
2016
Organizations or Programs
Healthy Homes Incentive Program

This summary from a Better Buildings Residential Network peer exchange call focused on combining energy and health-related services.

Resource - Topical Presentations

The Other 15%: Expanding Energy Efficiency to Rural Populations (301)

Author(s)
U.S. Department of Energy
Publication Date
2015
Organizations or Programs
Healthy Homes Incentive Program

This summary from a Better Buildings Residential Network peer exchange call focused on what residential energy efficient programs and strategies worked well in rural populations.

Resource - Topical Presentations

Voluntary Initiative on Incentives: Toolkit Training Webinar

Author(s)
U.S. Department of Energy
Publication Date
2015
Organizations or Programs
Austin Energy,
Efficiency Maine

This summary from a Better Buildings Residential Network peer exchange call focused on types of incentives.

Resource - Topical Presentations

Structuring Rebate and Incentive Programs for Sustainable Demand

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

This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.

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

Contractor-Funded Incentives

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

This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.

Resource - Topical Presentations

Strategies to Address Split Incentives in Multifamily Buildings

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

This peer exchange call summary focused on strategies and challenges of working with rental property owners and tenants on multifamily upgrades.

Resource - Topical Presentations

Contractor Outreach: Design & Implementation for Residential Retrofit Programs

Author(s)
Jared Asch, Efficiency First
Publication Date
2011

This presentation describes strategies for outreach to energy contractors and auditors, including contractor incentives.

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 Financing to Scale Up Energy Efficiency: Work Plan Recommendations for the SEE Action Financing Solutions Working Group

Author(s)
Mark Zimring, Lawrence Berkeley National Laboratory,
Matthew Brown and Dave Carey, Harcourt Brown & Carey
Publication Date
2013

This presentation provides background information on energy efficiency financing barriers and opportunities. These barriers may include lack of confidence in energy savings, renter/owner split incentives, long paybacks, and high up-front costs. The presentation also includes five areas of opportunity for SEE Action Financing Solutions Working Group activities.

Resource - Topical Presentations

Sustaining Cost Effective Incentives

Author(s)
Jonathan Doochin, U.S. Green Data Inc.
Publication Date
2012

This presentation highlights research from U.S. Green Data showing that it is important to pique consumers' interest with incentives, but that their effectiveness can be maximized by making them simple, focusing on people "ready to purchase," and educating consumers about the value of energy efficiency.

Resource - Topical Presentations

Better Buildings Residential Network Designing Incentives Toolkit

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

The Better Buildings Residential Network Designing Incentives Toolkit can help residential energy efficiency programs design incentives that motivate potential customers to act by lowering the risk, decreasing the cost, or offering additional benefits with home energy upgrades. This toolkit provides easy access to various case studies, presentations, and tips related to incentive design.

Resource - Tools & Calculators

Database for Incentives and Joint Marketing Exchange (DIME)

Author(s)
U.S. Environmental Protection Agency
Publication Date
2014

The Database for Incentives and Joint Marketing Exchange (DIME) is an online, searchable tool to help manufacturers and retailers identify incentive and marketing opportunities for promoting ENERGY STAR certified products, and to enable all partners to coordinate with the appropriate contact from other partner organizations on promotional opportunities.

Resource - Tools & Calculators

Pro Forma Resources

Author(s)
National Home Performance Council
Publication Date
2012

A pro forma is a tool of forecasting the impact that adjustments to a business model can have on future financials, using a set of assumptions and inputs. In the residential energy efficiency industry, programs can use pro forma tools to forecast the impact that marketing campaigns, incentive re-structuring, or other program changes will have on the program budget and results.  Example assumptions include the number of homeowner registrations that a set of marketing activities generate in a year, average assessment to upgrade conversion rate, and average incentive per project. By applying assumptions such as these, a pro forma tool can also help your program determine how effective various strategies are at achieving program goals and objectives. Program administrators can help contractors by supporting them with their own business pro forma. To help you get started, here are a few useful resources: the National Home Performance Council developed a presentation on their Integrated Pro Forma Project; for an example program pro forma, see the presentation by Virginia’s Local Energy Alliance Program (LEAP-VA); the National Home Performance Council also developed the Contractor Pro Forma Tool.

Resource - Tools & Calculators

The DSIRE Database

Author(s)
U.S. Department of Energy,
North Carolina Solar Center
Publication Date
2014

This database provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.

Resource - Tools & Calculators

The Affordable Housing Energy Efficiency Handbook - A Guide on How to Incorporate Energy Efficiency into Affordable Housing: New Construction and Rehabilitation Projects

Author(s)
Affordable Housing Energy Efficiency Alliance
Publication Date
2014
The intent of the Handbook is to: Encourage energy efficiency design in new construction as well as in acquisition/rehab projects; Showcase the funding sources, programs, incentives, and assistance available to further lower investments in energy efficiency; Overcome owner-developers perception that achieving large energy savings is usually too expensive, time consuming or difficult; Demonstrate design concepts, processes, and practices that will help to minimize the costs of high performance buildings; Highlight the non-energy benefits associated with high performance buildings; Dispel the myth that cheaply built homes are affordable to operate in terms of utility costs; Emphasize that energy efficiency lowers utility bills, thereby enhancing home affordability; Stress that a home that just complies with Title 24 is the least efficient home you can legally build in California.
Resource - Publications

NYC Carbon Challenge Handbook for Multifamily Buildings

Author(s)
NYC MayorÕs Office of Sustainability
Publication Date
2016
This handbook is a resource for building owners, building staff, co-op and condo board members, property managers, and all other building decision-makers to improve the energy efficiency of their buildings by understanding the most effective energy conservation measures. This resource introduces the basic principles of energy efficiency, incentive programs, available financing, relevant local laws, and technical training programs designed to reduce energy use and GHG emissions in New York CityÕs diverse multifamily building stock.
Resource - Publications

Behavior Change Programs: Status and Impact

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
2016
Utilities and regulators increasingly rely on behavior change programs as essential parts of their demand side management (DSM) portfolios. This report evaluates the effectiveness of currently available programs, focusing on programs that have been assessed for energy savings. This report focuses on behavior change programs that primarily rely on social-science-based strategies instead of traditional approaches such as incentives, rebates, pricing, or legal and policy strategies. The objective is to help program administrators choose effective behavior change programs for their specific purposes.
Resource - Publications

Behavior Change Programs: Status and Impact

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
2016
Organizations or Programs
Vermont Home Energy Challenge,
Efficiency Nova Scotia,
Narragansett EnergyWise,
Cool California Challenge,
San Diego Energy Challenge,
Narragansett Residential New Construction Program

Utilities and regulators increasingly rely on behavior change programs as essential parts of their demand side management (DSM) portfolios. This report evaluates the effectiveness of currently available programs, focusing on programs that have been assessed for energy savings. This report focuses on behavior change programs that primarily rely on social-science-based strategies instead of traditional approaches such as incentives, rebates, pricing, or legal and policy strategies. The objective is to help program administrators choose effective behavior change programs for their specific purposes.

Resource - Publications

Putting Your Money Where Your Meter Is: A study of pay for performance energy efficiency programs in the United States

Author(s)
Natural Resources Defense Council
Publication Date
2017

This report examines the history of pay-for-performance (P4P) energy efficiency approaches. As the report describes, there is a diverse spectrum of pay-for-performance programs but, at the most basic level, these programs track and reward energy savings as they occur, usually by examining data from a building's energy meters -- as opposed to the more common approach of estimating savings in advance of installation and offering upfront rebates or incentives in a lump-sum payment. The report finds that P4P has some important opportunities for increasing energy savings, but also key limitations that will need to be better understood through piloting and experimentation.

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

Aligning Utility Incentives with Investment in Energy Efficiency

Author(s)
National Action Plan for Energy Efficiency
Publication Date
2007

This report describes the effects of utility spending on efficiency programs, how those effects could constitute barriers to investment in energy efficiency, and how policy mechanisms can reduce these barriers.

Resource - Publications

Customer Incentives for Energy Efficiency Through Electric and Natural Gas Rate Design

Author(s)
National Action Plan for Energy Efficiency
Publication Date
2009

This report summarizes the issues and approaches involved in motivating customers to reduce the total energy they consume through energy prices and rate design.

Resource - Publications

Customer Incentives for Energy Efficiency Through Program Offerings

Author(s)
National Action Plan for Energy Efficiency
Publication Date
2010

This report summarizes the approaches used by energy efficiency program administrators when assessing the range of financial and other incentives to be used in energy efficiency programs.

Resource - Publications

New York State Energy Research and Development Authority (NYSERDA) Home Performance with ENERGY STAR Contractor Manual

Author(s)
New York State Energy Research and Development Authority
Publication Date
2015
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

The New York State Energy Research and Development Authority (NYSERDA) developed this manual for use by contractors participating in their New York Home Performance with ENERGY STAR (HPwES) program. The manual is intended to help contractors understand and navigate the HPwES program. It provides important information about HPwES program rules, opportunities, incentives, and forms. The manual is an example of a comprehensive contractor handbook in which programs will find many useful examples of forms, procedures, and other resources.

Resource - Publications

Field Guide to Utility-Run Behavior Programs

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
2013
This report is the first comparative analysis of utility-run behavior programs. It lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories. This study counted 281 such programs, many with multiple iterations, offered by 114 energy providers and third parties between 2008 and 2013. After sorting programs by distinguishing features such as delivery channel and incentive type, the study arrived at 20 major program categories grouped in three large families: Cognition Programs, Calculus Programs, and Social Interaction Programs.
Resource - Publications

State and Regional Policies that Promote Energy Efficiency Programs Carried out by Electric and Gas Utilities

Author(s)
U.S. Department of Energy
Publication Date
2007
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Flex Your Power Program,
Sacramento Municipal Utility District (SMUD),
Focus on Energy,
Austin Energy
This report provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.
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

State Electric Efficiency Regulatory Frameworks

Author(s)
Institute for Electric Efficiency
Publication Date
2013
This report summarizes ongoing and recent policy developments that support utility investments in energy efficiency, including program cost recovery, fixed cost recovery, and performance incentives for electric utilities on a state-by-state basis.
Resource - Publications

PSE&G Multifamily Housing Program

Author(s)
Rachael P Fredericks, PSE&G
Publication Date
2013
Organizations or Programs
Public Service Electric & Gas Company (PSE&G)

This presentation provides an overview of PSE&G's Multifamily Housing Program, highlighting drivers, incentive structure, results, and lessons learned.

Resource - Program Presentations & Reports

Effective Incentive Structures: Michigan

Author(s)
Mary Templeton, BetterBuildings for Michigan
Publication Date
2012
Organizations or Programs
BetterBuildings for Michigan

Presentation on how Michigan Saves realigned its incentives to encourage more projects with significant energy savings potential.

Resource - Program Presentations & Reports

Insight from Maine Incentives

Author(s)
Efficiency Maine
Publication Date
2012
Organizations or Programs
Efficiency Maine
This presentation from Efficiency Maine shows early adopters and higher income residents tend to take advantage of large incentives, but smaller incentives may be a way to engage a broader range of income levels.
Resource - Program Presentations & Reports

New York Home Performance with ENERGY STAR Contractor Training Videos

Author(s)
NYSERDA
Publication Date
2017
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

New York Home Performance with ENERGY STAR offers a series of training videos for new contractors covering topics such as creating processes and procedures to manage projects, consumer incentives and financing options, and Quality Assurance (QA) inspections.

Resource - Program Materials

New York Home Performance with ENERGY STAR 2016-2017 Contractor Resource Manual

Author(s)
NYSERDA
Publication Date
2017
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This manual was developed for participating New York Home Performance with ENERGY STAR (HPwES) contractors. It contains information regarding program rules, incentives, and forms. The purpose of this manual is to help contractors understand and navigate the HPwES program.

Resource - Program Materials

2012 RePower Incentive Guide

Author(s)
RePower Program
Publication Date
2012
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

RePower helped consumers access aggregated information about financing and rebates by compiling a customer-friendly guide to all utility and non-utility incentives in its service area.

Resource - Program Materials

New Jersey's Clean Energy Program: Making it Work for Contractors & Programs

Author(s)
New Jersey Clean Energy
Publication Date
2014
Organizations or Programs
New Jersey Home Performance with ENERGY STAR

This presentation provides an overview of New Jersey Clean Energy's approach to contractor engagement, including contractor participation requirements, procedures for quality assurance and quality control, production incentives, training procedures, and an online contractor portal.

Resource - Program Materials

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Residential Program Guide is a resource of the U.S. Department of Energy's Building Technologies Office.
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