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Author: American Council for an Energy-Efficient Economy
Publication Date: 2018

This study provides an overview of practices for quantifying and reporting avoided energy-water costs from demand-side measures. It also summarizes the regulatory guidance for incorporating water savings into cost-effectiveness screening for energy efficiency programs.

Author: Bay Area Regional Energy Network
Publication Date: 2017

This business plan outlines the Bay Area Regional Energy Network's (BayREN) ten-year vision, with goals, strategies, and tactics to increase the access and availability of energy efficiency services to a broad range of ratepayers and sectors, including moderate income residents, multifamily property owners, small and medium commercial businesses, and local government municipalities.

Author: U.S. Department of Energy
Publication Date: 2017

The Better Buildings Financing Navigator is a web-based tool designed to help private and public sector organizations discover financing solutions for energy efficiency projects that meet their unique needs. Through the Financing Navigator, multi-family building owners, facility and energy managers, and other decision-makers can connect with financiers, including banks and financial institutions, to pursue energy-saving measures.

Author: U.S. Environmental Protection Agency
Publication Date: 2017

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.

Author: Tim Guiterman, EnergySavvy; Sarah Zaleski, U.S. Department of Energy; Ethan Goldman, Vermont Energy Investment Corporation; Diane Duva, Connecticut Department of Energy and Environmental Protection; Bill Norton, Opinion Dynamics
Publication Date: 2017

This presentation covers the current pilot project testing M&V2.0 as an evaluation tool facilitated by Connecticut Department of Energy and Environmental Protection (CT DEEP).  Speakers on this panel presented examples of how whole building modeling is currently being used for M&V now and its potential future applications. Speakers also discussed benchmarking, data access and other protocols, and how experience with efficiency programs teach us so we can build upon the current experience.

Author: California Public Utilities Commission
Publication Date: 2017

The goal of the Marketing Education & Outreach (ME&O) Program is to motivate consumers to take action on energy efficiency/conservation measures and change their behavior. The program strives to both increase consumer awareness and facilitate the ability to act and incorporate technological advances or behavior change using all available resources to reduce energy and choose clean energy options. This Five-Year ME&O Strategic Roadmap includes two main sections: (1) the objectives, strategies, and metrics for customer engagement and how these strategies will lead greenhouse gas reduction and energy efficiency goals of the California Public Utilities Commission.

Author: California Public Utilities Commission
Publication Date: 2017

This document reflects what the California Public Utilities Commission’s customer engagement campaign will accomplish from April 1, 2017 through March 31, 2018. It also includes goals and objectives, target audiences, high-level approaches and strategies, metrics, and implementation roles and responsibilities for each strategy.

Author: U.S. Department of Energy
Publication Date: 2017

This guide provides a series of questions that will help to develop a baseline assessment in energy efficiency, renewables, or other services programs.

Author: U.S. Department of Energy
Publication Date: 2017

The Better Building Clean Energy for Low Income Communities Accelerator (CELICA) offers a list of federal funding and financing resources and technical assistance programs for low-to-moderate income community projects. It is a worksheet for program managers to map out relevant resources for their planning or program needs.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call focused on using tailored messaging and approaches to meet the unique needs of families. Building Doctors is the featured speaker.

Author: U.S. Department of Energy
Publication Date: 2017

This toolkit describes how to strengthen residential energy efficiency program outreach and marketing efforts through data-driven, tailored efforts to change behaviors. One of the greatest challenges facing the residential energy efficiency market is motivating people to take steps to save energy. This toolkit provides guidance, resources, and examples for applying community-based social marketing (CBSM) to increase the number of homes that are energy efficient.

Author: Energy Circle, LLC
Publication Date: 2017

This conversion rate spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

Author: Energy Circle, LLC
Publication Date: 2017

This marketing plan template was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors develop their marketing plans.

Author: Energy Circle, LLC
Publication Date: 2017

This marketing tactics spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call focused on home energy reports to inform homeowners about their home energy use and use of customer research and segmentation to improve the results from these reports. Speakers include Opinion Dynamics and Pacific Gas & Electric.

Author: Noah Proser, Pacific Gas and Electric Company
Publication Date: 2017

This presentation describes how PG&E is using advanced metering infrastructure (AMI) to enhance their advanced home upgrade whole-house retrofit program, on-bill financing, and residential pay for performance (P4P) program.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2017

This report is part of a series of "baseline" reports intended to inform the second installment of the Quadrennial Energy Review (QER 1.2). QER 1.2 provides a comprehensive review of the nation's electricity system and cover the current state and key trends related to the electricity system, including generation, transmission, distribution, grid operations and planning, and end use. The baseline reports provide an overview of elements of the electricity system. This report focuses on end uses, electricity consumption, electric energy efficiency, distributed energy resources (DERs) (such as demand response, distributed generation, and distributed storage), and evaluation, measurement, and verification (EM&V) methods for energy efficiency and DERs.

Author: Greg Leventis,; Lawrence Berkeley National Laboratory
Publication Date: 2017

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.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2017

This SEE Action report offers state and local policymakers, state utility regulators, program administrators, financial institutions, consumer advocates and other low- and moderate-income (LMI) household stakeholders an understanding of the relationship between LMI communities and energy efficiency; lessons learned from existing energy efficiency financing programs serving LMI households; and the financing products these programs use and their relative advantages and disadvantages.

Author: U.S. Department of Energy
Publication Date: 2017

State and local governments across the U.S. are focused on how clean energy can help them meet a variety of energy, economic development, and environmental goals. An early step for most energy efficiency planning involves identifying and quantifying energy savings opportunities, followed by understanding how to access this efficiency potential.  This website includes national and state-level energy efficiency potential studies for the residential, commercial, and industrial sector.  It introduces presentations on how building energy codes, city-led efforts, energy savings performance contracting (ESPC), industrial, and ratepayer-funded efforts can support state energy planning. 

Author: 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.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This report summarizes the results of an experiment with nearly 2,000 American homeowners and explores the latest research on motivators and barriers to energy efficiency upgrade investments. The report reveals that financial motivators are part of the equation, but not the only part. The report delves into the art of message framing for home energy upgrades and includes several practical recommendations for assessors.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

The adoption of intelligent efficiency applications is increasing across multiple sectors of the economy. This report analyzes over two dozen of these applications in the buildings, manufacturing, transportation, and government sectors. We describe the technologies involved, characterize their use, and quantify their deployment. We also look at several enabling and cross-cutting technologies and the use of intelligent efficiency in utility-sector energy efficiency programs.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This paper is a baseline assessment of electric and natural gas energy efficiency programs that target low-income households in the largest metropolitan areas in the country. ACEEE surveyed over 70 electric and natural gas utilities on their 2015 low-income program spending, energy savings, customer participation, and best practices.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This paper is a baseline assessment of electric and natural gas energy efficiency programs that target low-income households in the largest metropolitan areas in the country. ACEEE surveyed over 70 electric and natural gas utilities on their 2015 low-income program spending, energy savings, customer participation, and best practices.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This report delves into programs that have overcome barriers such as lack of capital, lack of credit, and aging housing stock, to achieve high participation in low-income residential energy efficiency program. It also explores the key features that make these offerings successful.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call focused on unique challenges for energy efficiency and weatherization programs serving lower income residents in single-family and multifamily housing. Speakers include American Council for an Energy-Efficient Economy, Elevate Energy, and Energy Outreach Colorado.

Author: Energy Circle,; LLC
Publication Date: 2017

The population of HVAC and home performance buyers is largely made up of baby boomers. The goal of this guide is to explain why programs should consider the baby boomer audience and outline the best ways to market to this audience.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2017

This presentation covers details of an in-store market test for Super-Efficient Dryer (SED) marketing collateral. Five different marketing message concepts were created based on previous consumer research. The concepts include: an image, a headline of the key benefit, and a brief product description to drive credibility.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2017

This presentation covers details of an in-store market test for Super-Efficient Dryer (SED) marketing collateral. Five different marketing message concepts were created based on previous consumer research. The concepts include: an image, a headline of the key benefit, and a brief product description to drive credibility.

Author: Energy Circle, LLC
Publication Date: 2017

This white paper covers a few of the business-to-business marketing goals including social media strategies critical for an energy auditing business in today's world, while providing insights into how to make the most of these efforts.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This report reviews the costs and benefits of EmPOWER Maryland through 2015 with a focus on statewide benefits.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call focused on behavior change program design and design thinking to increase program reach. It features speakers from See Change Institute, Efficiency Vermont, and Navitas Partners, Inc.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This report updates ACEEE's 2013 assessment of multifamily energy efficiency programs in US metropolitan areas with the most multifamily households. Using housing, policy, and utility-sector data from 2014 and 2015, this report documents how these programs have changed in the context of dynamic housing markets and statewide policy environments. The report also offers an analysis of the number, spending, offerings, and targeted participants of current programs and their potential for further expansion.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call summary focused on leveraging smart tech, health and/or utility data to increase participation in multifamily energy efficiency programs. It featured speakers from The Network for Energy, Water and Health in Affordable Buildings, New Ecology, Northwest Bronx Community and Clergy Coalition, and Emerald Cities Collaborative.

Author: U.S. Department of Housing and Urban Development (HUD)
Publication Date: 2017

This toolkit is a comprehensive guide to utility benchmarking for the multifamily sector. Benchmarking 101 describes the benefits of tracking utility data and explains how to begin the process. Utility Benchmarking Step-by-Step outlines a six-step approach to utility benchmarking. Policies and Programs summarizes utility benchmarking requirements for HUD programs, opportunities for financial assistance, and HUD programs that support green retrofits.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2017

The Regional Evaluation, Measurement and Verification Forum (EM&V Forum) works to support use and transparency of current best practices in evaluation, measurement, verification, and reporting of energy and demand savings, costs, avoided emissions and other impacts of energy efficiency, while also advancing the development of strategies and tools to meet evolving policy needs for efficiency.

Author: Pacific Gas and Electric Company
Publication Date: 2017

This business plan outlines Pacific Gas and Electric Company's (PG&E's) high-level approach to achieving state energy efficiency policy goals through 2025.

Author: 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.

Author: National Renewable Energy Laboratory
Publication Date: 2017

The ResStock analysis tool is designed to help states, municipalities, utilities, and manufacturers identify which home improvements save the most energy and money.

Author: National Renewable Energy Laboratory
Publication Date: 2017

Each ResStock fact sheet presents the potential for residential energy and utility bill savings for the state. The top ten energy savings home improvements are highlighted.

Author: 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

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.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2017

This guide supports the development, maintenance, and use of accurate and reliable Technical Reference Manuals (TRMs). TRMs provide information to estimate the energy and demand savings of end-use energy efficiency measures associated with utility customer-funded efficiency programs. This guide describes existing TRMs in the United States and provides recommendations for TRM best practices. It also offers related background information on energy efficiency; evaluation, measurement, and verification; and TRM basics.

Author: Energy Circle, LLC
Publication Date: 2017

This white paper covers the very basics of social media for home performance businesses. It describes how to set up a Home Performance profile on Facebook, Twitter, LinkedIn and Home Energy Pros; content creation ideas for social media accounts; and advanced strategies for improving reach in social media.

Author: Energy Circle, LLC
Publication Date: 2017

This white paper focuses on when to consider paid Facebook ads for building brand awareness and conversion on your organization’s website. It also reviews the most effective tactics for ad creation, targeting, and implementation.

Author: Southern California Edison Company
Publication Date: 2017

This business plan is organized into nine chapters. Chapter I provides background on the business plan concept and describes the organization of Southern California Edison Company's (SCE's) plan. Chapter II presents SCE's vision of EE in California, including discussion of important policy issues. Chapter III provides a summary of SCE's proposed EE portfolio including: SCE's vision and goals; drivers of EE; high-level strategies to achieve its vision; how SCE will comply with the requirements for statewide administration and third-party solicitations; key portfolio data such as budget, forecast energy and demand savings, cost-effectiveness; and proposed metrics.

Author: Southern California Gas Company
Publication Date: 2017

This business plan introduces Southern California Gas Company (SoCal Gas) and the company's vision and goals. It provides detailed strategies and approaches for achieving goals, as well as budgets for activities.

Author: U.S. Department of Energy
Publication Date: 2017

The Energy Data Accelerator Toolkit is a collection of resources featured in the Better Buildings Solution Center that will enable other utilities and communities to learn and benefit from the work of the Accelerator. It describes the best practices that enabled cities, utilities, and other stakeholders to overcome whole-building data access barriers.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2017

This technical brief presents trends in the cost of saved electricity for energy efficiency programs between 2009 and 2013. For this report, LBNL collected and analyzed more than 5,400 program years of data collected in 36 states from 78 administrators of programs funded by customers of investor-owned utilities. These administrators provide efficiency programs to customers of investor-owned utilities that serve about half of total U.S. electricity load.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This report discusses how information technologies (IT) and communication networks are enabling new ways of tracking and analyzing the benefits of saving energy. Automated data collection and processing, enabled by inexpensive sensors, WiFi networks, and cloud computing, are reducing the time and expense required to determine the value of nonenergy benefits. This report explores new techniques for data gathering and analysis, what they could mean for energy efficiency programs, and how they might impact state and utility policies.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call focused on key challenges and opportunities to deploy interactive engagement strategies including customer segmentation, loyalty and reward programs, and gamification. It features speakers from Fiveworx, ICF International, and Cool Choices.

Author: Efficiency Maine
Publication Date: 2016

Year in review annual report which includes program data and success stories.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2016

This report focuses on six energy efficiency areas for state and local governments to improve the energy efficiency of existing commercial and multifamily buildings, which include strengthening market demand and expanding public-private partnerships.

Author: U.S. Department of Energy
Publication Date: 2016

The NorthernSTAR and U.S. Department of Energy Building America Program partnership investigated a new model to deploy building science-guided performance solutions to homeowners. This research explored three aspects to market delivery: 1. Understand the homeowner's motivations regarding investing in building science-based performance upgrades. 2. Determine a rapidly scalable approach to engage large numbers of homeowners directly through existing customer networks. 3. Access a business model that will manage all aspects of the contractor-homeowner performance professional interface to ensure good upgrade decisions throughout time.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on challenges of energy upgrades in affordable and low-income multifamily properties.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on how home energy upgrade programs can interact and connect with the real estate market.

Author: U.S. Department of Energy
Publication Date: 2016

The work presented in this webinar is a collaborative endeavor by the ARIES Building America team and two major affordable housing providers: Habitat for Humanity International and the factory building industry. The effort is exploring options for making major reductions in space conditioning energy use (≥ 50%) while holding the line on home affordability. Specifically, the project will develop a high-performance integrated design--effectively combining an ultra-efficient thermal envelope, a very low capacity, highly efficient mechanical system, an innovative distribution system, and affordable heat recovery ventilation--and set in motion steps to rapidly move this innovation to market.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on getting multifamily property owners on board with energy efficiency upgrades.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on how organizations can utilize energy modeling tools like the Asset Score for multifamily buildings into their program offerings, narrow the gap between predicted and actual energy savings, and use program data to increase program productivity and quality. It features speakers from Pacific Northwest National Laboratory, American Council for an Energy-Efficient Economy, and OptiMiser.

Author: U.S. Department of Energy
Publication Date: 2016

This document provides updated best practice guidelines to help implement the Policy Framework for PACE Financing Programs, initially announced on October 18, 2009. DOE has developed these revisions to the original “Guidelines for Pilot PACE Financing Programs,” initially issued on May 7, 2010, to reflect the evolving structure of the PACE market and incorporate lessons learned from various PACE programs that have been successfully implemented. The revised and updated guidelines focus specifically on best practices and guidelines for residential PACE financing programs.

Author: U.S. Environmental Protection Agency
Publication Date: 2016

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.

Author: U.S. Environmental Protection Agency
Publication Date: 2016

This webcast in a multi-part series highlighting efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income communities.

Author: U.S. Environmental Protection Agency
Publication Date: 2016

This is the second webinar in a multi-part series highlighting efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income communities. This 90-minute webinar explored the specific challenges and opportunities faced by programs that aim to improve energy efficiency in multifamily affordable housing, with an emphasis on achieving multiple benefits through deeper retrofits.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

Energy efficiency savings have grown substantially in the past ten years, and national leaders in program administration have emerged as savings levels have increased. This report reviews annual program performance for 14 leading energy efficiency program administrators, with a focus on costs, electricity savings, cost effectiveness, and portfolio design.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on changing homeowner behaviors to reduce energy demands. It featured speakers from City of Fort Collins Utilities,  American Council for an Energy-Efficient Economy, and the Rocky Mountain Institute.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

The Building Energy Data Exchange Specification (BEDES, pronounced "beads" or /bi:ds/) is designed to support analysis of the measured energy performance of commercial, multifamily, and residential buildings, by providing a common data format, definitions, and an exchange protocol for building characteristics, efficiency measures, and energy use.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on targeted marketing strategies that can be used to craft successful outreach initiatives and communications. It also covered challenges and best practices for engaging specific demographics, including hard-to-reach market segments such as Hispanics, and provided insights into Hispanics relationship with energy.

Author: U.S. Department of Energy
Publication Date: 2016

Focusing on Colorado Springs, Colorado, as a case study, the U.S. Department of Energy's Building America research team IBACOS suggests a win-win between a builder's investment in energy efficiency and that builder's ability to sell homes. Although this research did not ultimately determine why a correlation may exist, a builder's investment in voluntary energy-efficiency programs correlated with that builder's ability to survive the Great Recession of 2007 to 2009. This report explores the relationship between energy-efficiency ratings and the market performance of several builders in Colorado Springs.

Author: California Central Coast Regional Energy Network
Publication Date: 2016

This business plan outlines California Central Coast Regional Energy Network's (3C-REN) core design elements - the crucial component of a phased implementation approach to overcome potential barriers, forecasted budget requirements - and shows how measuring success with a comprehensive set of metrics and tools will lead to the anticipated program improvement outcomes and market transformation goals.

Author: California Energy Commission
Publication Date: 2016

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.

Author: Opinion Dynamics Corporation
Publication Date: 2016

The presentation covers evaluation findings from California’s Statewide Marketing, Education and Outreach (SW ME&O) program.

Author: Opinion Dynamics Corporation
Publication Date: 2016

This report presents findings from the Cross-Cutting Process Study of California’s 2013-2015 Marketing, Education and Outreach (ME&O) efforts. This study has three overarching goals: to assess how well coordination occurs between the Statewide ME&O administrator and the Investor Owned Utility (IOU) and Regional Energy Network (REN) Program Administrators (PAs); to document ME&O design and implementation activities, and to document how consumers engage with ME&O.

Author: Opinion Dynamics Corporation
Publication Date: 2016

The purpose of this study is to document the effects of California’s Statewide Marketing, Education and Outreach (SW ME&O) program. The primary objective of this study is to assess the effectiveness of SW ME&O efforts overall, as well as against established performance metrics.

Author: Opinion Dynamics Corporation
Publication Date: 2016

The presentation covers evaluation results and recommendations for California’s Statewide Marketing, Education and Outreach (SW ME&O) program.

Author: U.S. Department of Energy
Publication Date: 2016

This case study features Better Buildings Residential Network members Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST), nonprofit members that develop energy efficiency solutions for multifamily and affordable housing communities.

Author: Institute for Market Transformation
Publication Date: 2016

This report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

This paper defines customer engagement, illustrates how engagement platforms can be used in energy efficiency programs, and presents guidelines to help program administrators plan, design, implement, and evaluate a modern, integrated, and efficient customer engagement platform. It also covers how advances in big data and tracking systems can support platforms that are technology-enabled, center on customer needs, leverage psychosocial drivers and data analytics, and employ mechanisms to foster long-term trust and loyalty. Effective customer engagement can also lead to higher satisfaction levels, greater energy savings, and more persistence of savings.

Publication Date: 2016

Behavioral change programs are not necessarily a separate category of efficiency efforts; rather, behavioral approaches can be effectively integrated into all programs in residential, commercial, or industrial settings. As increased connectivity within homes and businesses expands opportunities to provide energy information, the role of behavior will likely become even more prominent. Consortium for Energy Efficiency, Inc. (CEE) provides this webpage dedicated to behavior change resources.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

Several recent studies purport to show that particular energy efficiency programs and policies do not work or are too expensive. This short paper is written for people who are not evaluation experts and are trying to understand what conclusions they can take from these studies. We examine many of these papers and find that while they do have some useful findings, they often include a variety of unreasonable assumptions or outright mistakes that undermine their conclusions. Based on this review, we offer several recommendations on ways we can constructively move forward.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on how organizations can diversify and grow new revenue streams and types of financing approaches used to make resources stretch further and help homeowners finance upgrades. Speakers include Connecticut Green Bank, Sealed, and Craft3.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on communicating non-energy benefits that homeowners and building owners are most interested in. Speakers include Elevate Energy, Green & Healthy Homes Initiative, and Skumatz Economic Research Associates, Inc.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on how home energy upgrades can support electric vehicle adoption.

Author: U.S. Department of Energy
Publication Date: 2016

Home heating is the largest energy expense for most U.S. homeowners and accounts for nearly 30% of energy used in the nation's residential buildings. Millions of homeowners in colder regions of the country do not have natural gas available, leaving furnaces to be fueled with heating oil, propane, or electricity. This can often result in higher heating bills for homeowners. However, soon, these 2.6 million homeowners living in cold climates will have another, efficient home heating option. Oak Ridge National Laboratory (ORNL), collaborating with Emerson Climate Technologies, developed a prototype for an air-source heat pump for the colder regions of the country--one that heats better and uses significantly less energy.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on how to deploy smart home technologies and analyze their data.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2016

This white paper from Lawrence Berkeley National Laboratory describes the benefits and costs of energy advisors, and describes how residential energy efficiency programs have made use of them in their program design.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

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.

Author: Joel Freehling and Brian Stickles, American Council for an Energy-Efficient Economy
Publication Date: 2016

This paper describes the current state of energy efficiency financing, highlighting what is and isn’t working, while offering a look at the future of the industry.

Author: E4TheFuture; Environmental Entrepreneurs (E2)
Publication Date: 2016

The report, based on U.S. Bureau of Labor Statistics data and a survey of tens of thousands of businesses across the country, provides detailed breakdowns of clean energy jobs not available previously, and it was developed and released in connection with a major U.S. Department of Energy study of all energy jobs in America.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on demonstration project strategies, advantages and challenges.

Author: U.S. Environmental Protection Agency
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

This case study addresses multifamily energy upgrade experiences by two members of the Better Buildings Residential Network—Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST).

Author: DDB
Publication Date: 2016

This presentation covers Energy Upgrade California marketing plan to educate and empower businesses and consumers across the state of California to promote energy efficient practices and product.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on combining energy and water conservation services.

Enhance Your Home Inspection Business with Home Energy Score
Author: U.S. Department of Energy
Publication Date: 2016
Media

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.

Author: ISOS Group
Publication Date: 2016

Building on the strategy of creating a sustainable workplace, many companies have been focusing their efforts on developing a sustainable workforce. This approach to combining sustainability initiatives and employee engagement creates a value chain that has positive impacts for employers and employees alike and the communities they live in.

Author: U.S. Department of Energy
Publication Date: 2016

Through field-testing and analysis, this project evaluated whole-building approaches and estimated the relative contributions of select technologies toward reducing energy use related to space conditioning in new manufactured homes. Three lab houses of varying designs were built and tested side-by-side under controlled conditions in Russellville, Alabama. The tests provided a valuable indicator of how changes in the construction of manufactured homes can contribute to significant reductions in energy use.

Author: U.S. Department of Energy
Publication Date: 2016

This case study features New York City Energy Efficiency Corporation (NYCEEC), a member that focuses on financing energy efficiency and clean energy upgrades for multifamily buildings in the city and surrounding communities.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on approaches organizations can use to improve the efficiency and effectiveness of home upgrade programs, including strategies to streamline data entry and make continuous process improvements.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on obtaining and using energy efficiency data through tools like the Green Button, smart connected thermostat pilots, and operational ratings of homes to evaluate and/or enhance programs.

Author: U.S. Department of Energy
Publication Date: 2016

This document provides guidance on how policymakers, utilities, and regulators should approach whole-building data access to maintain the confidentiality of utility customers.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on messaging strategies to capture the benefits of home upgrades and attract new customers to home performance.

Author: U.S. Department of Energy
Publication Date: 2016

Combining health and home performance (HHP) offers unprecedented potential to increase market size and benefits. Poorly performing homes due to roofing, heating, electrical, or water issues, are associated with issues, such as respiratory illness, asthma, and injury. DOE is undertaking three initiatives: 1) A review of existing HHP literature; 2) Stakeholder engagement; and 3) Developing a roadmap to expand HHP.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on the intersection between solar and residential energy efficiency. Speakers include Ecolibrium3 and Local Energy Alliance Program (LEAP).

Author: Acadia Consulting Group
Publication Date: 2016

The primary objective of the quantitative research phase of this survey was to get market-based feedback and insights in the following areas to assist the industry in better serving its constituents, including: insights as to major challenges that industry is facing and potential support that organizations could provide and feedback on how industry organizations could add value for constituents in the future.

Author: Opinion Dynamics Corporation
Publication Date: 2016

This presentation covers Home Energy Reports (HER), a behavior change strategy, and conducting multilevel modeling to garner insights into which consumers drive energy savings.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on effective strategies to ensure that HVAC contractors do high-quality work and recommend the most appropriate systems for homeowners.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on effective messages to motivate homeowners to undertake upgrades over time.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on approaches organizations can use for moving homeowners from HVAC or other individual improvements to whole home upgrades and encouraging homeowners to undertake upgrades over time.

Author: U.S. Department of Energy
Publication Date: 2016

This literature review describes what is currently known about the occupant health benefits resulting from residential energy efficiency or work that is consistent with home performance upgrades. Of particular interest are the occupant health impacts associated with work typically conducted by the home performance industry, such as: air sealing and insulation; properly-sized, selected, matched, and installed energy efficient heating, ventilation, and air conditioning (HVAC) systems; identification and correction of moisture problems; proper whole house and room ventilation; lighting; and additional services including the replacement of appliances; measurement and installation of whole house and room air filtration systems (e.g., air purifiers); and basic pest exclusion. The intent of this literature review is to examine research that assessed work that would not be expected to harm residents or the workers.

Author: U.S. Department of Energy
Publication Date: 2016

Energy retrofits can harm or help resident health. Beyond preventing harm, this presentation covers how to use energy retrofits as an opportunity to improve the lives of your building residents and the surrounding community. It focuses on different ways that organizations are using energy efficiency to improve their communities through positive health outcomes and job creation.

Author: U.S. Department of Energy
Publication Date: 2016

A car is only as efficient as its driver and its mechanic; so, too, for buildings. This presentation covers best practices and reviews case studies on engaging building residents and training facilities managers to keep buildings running efficiently and meeting Better Buildings Challenge goals.

Author: U.S. Department of Energy
Publication Date: 2016

This case study of Arizona Public Service (APS) and Arizona’s HPwES Sponsor, FSL Home Energy Solutions (FSL), focuses on their continuous improvements designed to elevate customer and contractor experience while boosting program cost-effectiveness.

Author: Home Energy Magazine
Publication Date: 2016

A recent cost vs. value report compared the average cost for popular remodeling projects with the value those projects retain at resale value in 100 different U.S. markets. This Home Energy article discusses how one of the most valuable remodeling options is one you can’t see--energy efficiency.

Author: U.S. Department of Energy
Publication Date: 2016

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

Author: U.S. Department of Energy
Publication Date: 2016

Energy efficiency programs can communicate with jargon and technical terminology, which puts off homeowners. However, marketing best practices suggest wording based on improved consumer experience is more effective. This presentation covers seven proven communications strategies for causing behavior change.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance of energy efficiency services.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

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.

Lessons Learned and the Better Buildings Residential Program Solution Center
Author: U.S. Department of Energy
Publication Date: 2016
Presentation, Media, Transcript

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

Author: U.S. Department of Energy
Publication Date: 2016

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held during Autumn 2016.

Author: U.S. Department of Energy
Publication Date: 2016

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held during Fall 2015.

Author: U.S. Department of Energy
Publication Date: 2016

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held in Winter 2016.

Author: U.S. Department of Energy
Publication Date: 2016

This document features lessons learned shared by Better Buidlings Residential Network members during Peer Exchange Calls held during Spring 2016.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

The Better Building Clean Energy for Low Income Communities Accelerator (CELICA) was launched in 2016 to help state and local partners across the nation meet their goals for increasing uptake of energy efficiency and renewable energy technologies in low and moderate income communities. As a part of the Accelerator, DOE created a set of low and moderate income (LMI) energy data profiles to assist partners with understanding their LMI community characteristics. This LMI energy policy and program planning tool provides interactive state, county and city level worksheets with graphs and data including number of households at different income levels and numbers of homeowners versus renters. It provides a breakdown based on fuel type, building type, and construction year. It also provides average monthly energy expenditures and energy burden (percentage of income spent on energy).

Author: U.S. Department of Energy
Publication Date: 2016

The Better Buildings Home Energy Information Accelerator aims to make energy data more accessible to home buyers, realtors and others. This presentation covers how Colorado launched a statewide residential labeling initiative that made home energy data available at point of sale, and how partnerships in the Northeast are incorporating energy efficiency into the Multiple Listing Service (MLS), with Vermont pioneering the regional effort.

Author: Rory Cox, California Public Utilities Commission
Publication Date: 2016

This presentation covers the strategies, objectives and metrics for Energy Upgrade California.

Author: Maryland Department of Housing and Community Development
Publication Date: 2016

This presentation covers the Maryland Department of Housing and Community Development's Multi-family Energy Efficiency and Housing Affordability (MEEHA) programs.

Author: 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

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.

Author: U.S. Department of Energy
Publication Date: 2016

The research described in this report holds great potential to significantly improve the process for including energy efficiency in developing and implementing federally funded multifamily rehabilitation projects through the USDA, the U.S. Housing and Urban Development (HUD) Low Income Housing Tax Credit, and other programs.

Author: U.S. Department of Energy
Publication Date: 2016

The benefits of energy efficiency upgrades beyond money and energy savings include non-energy benefits that are often not communicated well. Multiple non-energy benefits include lower home maintenance costs, improved air quality and less sick days for adults and children, greater resiliency, and lower emissions. This presentation covers examples of how your program can fully realize the potential from all of these multiple non-energy benefits.

Author: National Housing & Rehabilitation Association
Publication Date: 2016

National Housing & Rehabilitation Association has collected a number of energy efficiency factsheets and resources on their Preservation Through Energy Efficiency Initiative Library.

Author: Todd Nedwick, National Housing Trust
Publication Date: 2016

This presentation covers the features of well-designed energy efficiency programs for multifamily affordable housing.

Author: National Housing Trust
Publication Date: 2016

This presentation highlights the work and resources of the Energy Efficiency For All (EEFA) project and its mission to make multifamily homes healthy and affordable through energy efficiency. The families and individuals most in need of affordable housing are also most affected by high energy costs. Low-income families spend up to 20 percent of their income on energy. Efficiency investments in multifamily affordable housing mean energy savings, lower energy bills, more stable rental payments, reduced pollution, and a better quality of life for residents.

Author: APPRISE Inc.
Publication Date: 2016

This presentation explains non-energy benefits from residential energy efficiency programs, including those associated with households, ratepayer or taxpayers, and societal benefits. Also presented is a framework for measurement and monetization of health benefits, economic benefits, and environmental benefits (e.g. avoided emissions) and a case study of New Jersey's Clean Energy Program.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2016

Residential air-source heat pumps (ASHP) are a heating and air-conditioning technology that use electricity to provide a combination of space heating and cooling to homes. A new generation of ASHPs has come to market over the past five years. This report evaluates the key market barriers as well as potential opportunities to leverage. Based on an assessment of the regional ASHP market, it is clear that while ASHPs have established a viable and growing market, there remains a significant opportunity to further accelerate adoption of the technology and in the process achieve energy and cost savings to the Northeast and Mid-Atlantic region.

Author: U.S. Department of Energy
Publication Date: 2016

Energy efficiency data can inform real estate transactions – including underwriting and appraisal, but each sector relies on its own sets of tools, data and specifications. The Home Energy Information Accelerator addresses how reliable energy information can get into the hands of decision-makers, and what types of policy, technical, and other changes are needed to make energy information useful in the real estate transaction.

Author: Rocky Mountain Institute; Building Performance Institute
Publication Date: 2016

This report, informed by leading research and real-world examples, highlights practical online and in-person tactics that contractors can use to promote social interaction and social comparison among homeowners to make energy upgrades a "must-have" in U.S. homes.

Author: U.S. Department of Energy
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on how to assess, reassess, and initiate organization partnerships.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

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.

REEO Multifamily Energy Efficiency Retrofits: Barriers and Opportunities Webinar
Author: 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
Media

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

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2016

The Regional Roundup of Energy Efficiency Policy is intended to give policymakers, regulators, efficiency proponents, program administrators and other stakeholders a comparative view of the progress of energy efficiency policies and programs across the Northeast/Mid-Atlantic region. Along with state-level highlights, the report examines regional trends and shared challenges in harnessing the potential of energy efficiency to meet today’s pressing energy and environmental challenges.

Author: U.S. Department of Energy
Publication Date: 2016

Property Assessed Clean Energy (PACE) programs provide affordable and accessible financing for home energy efficiency upgrades that improve value, comfort and durability, and create jobs. PACE is a scalable financing mechanism with over 50,000 projects and $1 billion invested in California, and multifamily housing projects in New York and other states. This session discussed successful PACE programs, designs, and FHA's guidance.

Author: U.S. Department of Energy
Publication Date: 2016

Better Buildings Energy Data Accelerator (BBEDA) partners Salt Lake City, the investor-owned electric utility Rocky Mountain Power (RMP), and the investor-owned natural gas utility Questar worked with community stakeholders throughout 2014 and 2015 to design and implement a data access solution. As a result, RMP created a data access portal for its customers in 2016, and Questar is working toward a data access solution that will be operational by 2017.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

Energy efficiency is good for you--and for the air you breathe, the water you drink, and the community in which you live. This fact sheet shows how saving energy reduces air and water pollution and conserves natural resources, which in turn creates a healthier living environment for people everywhere. It includes the stories of a family in Pennsylvania and a hospital in Florida.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2016

This guide for states highlights energy efficiency as a least-cost strategy to meet air pollution reduction and other policy objectives, including energy affordability and reliability. It presents established policy and program “pathways” to advance demand-side energy efficiency.

Author: Peter Ludwig, Elevate Energy
Publication Date: 2016

This presentation covers Elevate Energy's full service comprehensive approach for improving low income multifamily housing.

Author: Interstate Renewable Energy Council, Inc.
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

Capturing the story behind energy savings projects helps catapult a culture around planning future projects, funding them, and growing a team's value in your company or organization. This webcast features media experts giving tips on telling your tale.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2016

Home energy management systems (HEMS) continue to present a unique opportunity and challenge. While energy savings have been documented for many HEMS, some of the most promising opportunities from these devices and systems can be found in the internet of things (IoT) and smart home technologies. This report presents market updates, a regional goal, and strategies to drive market transformation and achieve the many benefits from HEMS and the Smart Energy Home.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

This report explains the psychology of individual energy efficiency actions, and how large scale behavior change programs can use this research to reduce greenhouse gas emissions.

Author: Southeast Energy Efficiency Alliance
Publication Date: 2016

The Southeast Energy Efficiency Alliance (SEEA) has prepared this assessment of the Southeast’s multifamily sector to better understand the current stock of multifamily units; regional and state multifamily construction trends; utility multifamily energy efficiency programs; and state and local policies and programs focused on the multifamily sector.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on strategies for scaling up and growing residential energy efficiency programs or contracting businesses. It covered PG&E's Residential Energy Efficiency Program's Pay for Performance (P4P) program. It also covered priority areas to consider when scaling up a program, such as contractor sales and marketing training and maintaining quality.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

State and Utility Pollution Reduction Calculator Version 2 (SUPR 2) helps policymakers, state governments, utility owners, and other stakeholders understand the costs and benefits of various residential and commercial energy efficiency technologies and policies that will reduce carbon emissions from the power sector.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on consumer engagement through the use of interactive media, such as connected thermostats and other devices.

Author: U.S. Department of Energy
Publication Date: 2016

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.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on strategies for contractor training.

Valuing Energy Efficiency: Considering Energy Performance in Real Estate Appraisals and Valuation
Author: U.S. Department of Energy
Publication Date: 2016
Presentation, Media, Transcript

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

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on developing messaging and branding strategies.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on employer assisted initiatives and the range of models used to help employees become energy efficient at home. It included lessons learned from the Clinton Climate Initiative, Vermont Energy Investment Corporation's (VEIC) employee sustainability benefit program, and the Nevada Governor's Office of Energy.

Author: Efficiency First California
Publication Date: 2016

This article highlights the importance of communicating to homeowners about the non-energy benefits of energy efficiency improvements such as better comfort, improved indoor air quality, reduced allergies, and a safer, healthy home. It also discussed that non-energy benefits are an undervalued and often overlooked component of energy efficiency upgrades and need to be a part of energy efficiency program's and contractors' sales strategies.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on changes and trends in the market for home energy upgrades.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2015

This report represents NEEP’s annual assessment of the major policy developments of 2014, as well as its look into the immediate future, where NEEP gauge states’ progress toward capturing cost-effective energy efficiency as a first-order resource. While looking at the region as a whole, NEEP also provides summary and analysis of some of the biggest building energy efficiency successes and setbacks from Maine to Maryland — including significant energy efficiency legislation and regulations and changes in funding levels for energy efficiency programs.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2015

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.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2015

This report is targeted at both policymakers and program administrators who are less familiar with secondary markets and their significance in the energy efficiency context, as well as those that are more familiar with these concepts and may be actively considering secondary market strategies. It covers how efficient access to capital from secondary markets -- reselling energy loans to investors to replenish program funds -- is being advanced as an important enabler of the energy efficiency industry “at scale.”

Author: U.S. Department of Energy
Publication Date: 2015

This handbook provides both a strategic planning framework and standard methodologies to determine the energy and non-energy benefits of benchmarking and transparency (B&T) policies and programs that have recently begun to proliferate in jurisdictions across the United States. The intent of this handbook is to provide a simple “how-to-guide” with very clear steps and data requirements for the primary analysis methods recommended for use by local jurisdictions wishing or needing to assess the impacts of their B&T policies.

Author: U.S. Department of Energy
Publication Date: 2015

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

Author: U.S. Department of Energy
Publication Date: 2015

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

Author: U.S. Department of Energy
Publication Date: 2015

The Market Position & Business Model Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your business planning activities.

Author: U.S. Department of Energy
Publication Date: 2015

The Marketing & Outreach Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your marketing and outreach activities.

Author: U.S. Department of Energy
Publication Date: 2015

This handout summarizes the key lessons learned regarding marketing and outreach contained in the Better Buildings Residential Program Solution Center.

Author: U.S. Department of Energy
Publication Date: 2015

Volume 1 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013.

Author: U.S. Department of Energy
Publication Date: 2015

Volume 2 of the Better Buildings Neighborhood Program Evaluation Report comprises a measurement and verification process, as well as billing regression analysis on projects with sufficient utility bill data, to determine gross verified savings.

Author: U.S. Department of Energy
Publication Date: 2015

Volume 3 of the Better Buildings Neighborhood Program Evaluation Report statistically identifies factors associated with successful residential energy upgrade programs using a survey sampling, cluster analysis, and multivariate regression approach.

Author: U.S. Department of Energy
Publication Date: 2015

Volume 4 of the Better Buildings Neighborhood Program Evaluation Report assesses the degree to which the Better Buildings Neighborhood Program met its process goals and objectives to identify the most effective program design and implementation approaches.

Author: U.S. Department of Energy
Publication Date: 2015

Volume 5 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013.

Author: U.S. Department of Energy
Publication Date: 2015

Volume 6 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013. This volume includes case studies that describe successful strategies that programs used during the evaluation period.

Author: 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.

Author: U.S. Department of Energy
Publication Date: 2015

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

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on an overview of the Better Buildings Residential Network.

Author: U.S. Department of Energy
Publication Date: 2015

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.

Better Together: Linking and Leveraging Energy Programs for Low-Income Households
Author: U.S. Environmental Protection Agency
Publication Date: 2015
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Presentation 5, Media 1, Media 2, Media 3, Media 4, Media 5, Transcript

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.

Author: PricewaterhouseCoopers LLP
Publication Date: 2015

This report covers how customer satisfaction translates into real and tangible value for power and utility companies and is better for business.

Briefing on the Better Buildings Neighborhood Program Evaluation
Author: U.S. Department of Energy
Publication Date: 2015
Presentation, Media

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

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits, business case, challenges, and strategies of multifamily energy upgrades.

Capturing Energy Efficiency in Residential Real Estate Transactions Webcast
Author: U.S. Department of Energy
Publication Date: 2015
Presentation, Media

This webcast covers DOE's new white paper, Capturing Energy Efficiency in Residential Real Estate Transactions, which highlights how residential energy efficiency programs can help make homes' energy efficiency visible to appraisers, real estate agents, mortgage lenders, homebuyers and sellers. The webcast provides examples of programs around the U.S. that are successfully engaging the real estate community and overcoming barriers to valuing energy efficiency in the home resale process.

Author: U.S. Department of Energy
Publication Date: 2015

Real estate professionals are increasingly aware that today’s homebuyers consider heating and cooling costs, efficient appliances, and efficient lighting to be important factors in home purchase decisions. Residential energy efficiency and real estate stakeholders, however, agree that the home resale process frequently fails to account for the value of high-performance home features. If investments in energy efficiency were more accurately reflected in home resale prices, homeowners could have greater confidence that these investments would be recouped at resale, and they might make more investments in efficiency.

Author: U.S. Department of Energy
Publication Date: 2015

This case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on community-based outreach and organizing strategies to market home energy assessments and upgrades.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on how to market energy efficiency upgrades through affiliate partners and other established institutions.

Author: U.S. Department of Energy
Publication Date: 2015

This website provides an overview of financing as it pertains to state, local, and tribal governments who are designing and implementing clean energy financing programs. Residential financing tools include residential PACE (R-PACE), on-bill financing and repayment, loan loss reserves and other credit enhancements, revolving loan funds, and energy efficient mortgages.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on how pet-based marketing can promote residential energy efficiency.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2015

Energy efficiency collaboratives vary greatly and are typically designed for a specific jurisdiction, making them hard to compare side by side. This guide seeks to highlight a few common elements and draw conclusions on the overall effectiveness of specific characteristics of collaboratives. This guide defines and examines four different types of collaboratives in terms of their origin, scope, decision-making method, membership, duration, available resources, and how they interact with and influence their respective commissions.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on how to market energy efficiency upgrades in the multifamily housing sector.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on fostering behavior change in the energy efficiency market.

Author: U.S. Department of Energy
Publication Date: 2015

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.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on approaches to generate demand for energy efficiency upgrades at multifamily buildings.

Author: U.S. Department of Energy
Publication Date: 2015

This presentation focused on the Guide for Benchmarking Residential Program Progress with Examples and its step-by-step guidance for setting up an effective benchmarking process.

Guidelines for Home Energy Professionals Project
Author: National Renewable Energy Laboratory
Publication Date: 2015
Presentation, Media

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

Author: CNT Energy; National Home Performance Council
Publication Date: 2015

This presentation provides an overview of the CNT Energy and National Home Performance Council white paper "Unlocking the Value of an Energy Efficient Home: A Blueprint to Make Energy Efficiency Improvements Visible in the Real Estate Market." It covers making information about energy efficiency improvements visible to home buyers and others involved in a home sale transaction.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits and challenges of local programs connecting to national campaigns.

Author: ENERGY STAR
Publication Date: 2015

Home Performance with ENERGY STAR’s new HPXML Implementation Guide helps energy efficiency program administrators and software developers overcome fragmented data exchange by integrating HPXML (home performance extensible markup language) into their operations and products. HPXML is a set of common definitions for the attributes of home systems based on Building Performance Institute data standards and the computing language that facilitates the quick and easy transfer of home-related data between different markets.

Author: U.S. Department of Energy
Publication Date: 2015

This is a recording of a webinar from August 2015. Home Performance with ENERGY STAR hosted a panel on HPXML; the value it can bring to businesses and implementation methods. Interested organizations can use this resource to learn more about HPXML and its potential benefits.

Author: Research Into Action, Inc.; Lawrence Berkeley National Laboratory
Publication Date: 2015

Because of its potential to reduce customers’ first costs and leverage private funds, financing has been increasing in importance as a strategy for facilitating energy upgrades as program administrators seek to meet ambitious goals in a shifting energy efficiency landscape. This paper evaluates the experience of BBNP grantees to identify how programs can most effectively integrate loan offerings into their broader efforts to promote energy efficiency upgrades. The paper also identifies best practices from grantees’ experience related to integrating financing into program outreach and trade ally interactions.

Author: Consortium for Energy Efficiency
Publication Date: 2015

The Consortium for Energy Efficiency has collected information from its membership for each of the past four years on the behavior-based programs currently underway and how these programs are being evaluated. This presentation describes the annual data collection effort and highlight the key findings of this research to date. Results discussed will consider the social science knowledge most commonly incorporated into the programs captured, as well as methods used for program evaluation and overarching lessons learned from the program administrator community.

Author: Habitat for Humanity
Publication Date: 2015

This report discusses how low income communities can be transformed through energy efficiency. Many of our fellow citizens face energy costs that are excessive compared with their overall incomes, yet they cannot afford to invest in the energy efficiency measures that would reduce their energy cost burden. Families nationwide are often forced to choose between necessities such as food or medications and paying their energy bills to heat and cool their homes. Private and public resources are available to help Americans, but these resources reach only a small percentage of underserved households.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on marketing energy efficiency with season-specific marketing strategies and messages.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2015

This report lays the groundwork for a dialogue to explore regulatory and policy mechanisms for ensuring that efficiency financing initiatives provide value for society and protection for consumers. Through case studies of Connecticut, New York, Massachusetts, California, and Maryland, it explores emerging issues that jurisdictions will need to tackle when considering an increased reliance on financing.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2015

This study documents the market valuation associated with the predominant green and energy efficiency home certifications used in the Northwest. Regional markets with a track record of including green building and energy efficiency information in MLS databases have lacked a recent, thorough, locally relevant analysis of the potential value of “higher performing” homes in current market conditions. Real property appraisers require a reliable, localized, granular analysis they can use in their home valuation calculations. The analysis contained in this report addresses this identified market need.

Author: Multifamily Subcommittee of the California Home Energy Retrofit Coordinating Committee
Publication Date: 2015

The MF HERCC Recommendations Report 2015 Update expands the 2011 publication, and delivers explicit and refined recommendations for multifamily energy efficiency program administrators and implementers.

Author: Accenture
Publication Date: 2015

This report shares the results of a multiyear energy consumer research program. The findings and analysis point to important shifts and highlight growing opportunities for forward-thinking energy providers. Above all, they reinforce the importance of the digitally engaged consumer and the need for energy providers to stake their claims in the digital energy ecosystem.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on introducing Better Buildings Residential Network members to each other.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on an overview of the Building America Technology to Market Roadmaps.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2015

The purpose of this report is to demonstrate the potential for HEMS as an evolving avenue to deeper residential energy savings, and it explains, in detail, the variations and characteristics of HEMS; what the market is and who the major market players are; what the major barriers to implementation look like; and finally, it attempts to outline potential program solutions with HEMS at the core of the strategy.

Author: U.S. Department of Energy
Publication Date: 2015

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.

Author: Dale Hoffmeyer, U.S. Department of Energy; Gavin Hastings, Tierra Resource Consultants; Julie Caracino, NYSERDA; Cynthia Adam, Pearl National Certification; Greg Thomas, Performance Systems Development
Publication Date: 2015

Home Performance (HP) XML is transforming the way home energy upgrade programs collect and transfer information from one software system to another, leading to improved contractor satisfaction, lower administrative costs, and technological advancements in the home performance industry. This presentation provides an overview of HPXML and its benefits, and discuss how the data standard is facilitating technological and process improvements among home energy upgrade programs and software developers in the United States.

Author: Energy Efficiency For All
Publication Date: 2015

This guide identifies 12 best practices for policymakers, regulators, and program administrators to help building owners invest to increase the energy efficiency of multifamily affordable housing.

Author: U.S. Department of Energy
Publication Date: 2015

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

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits, challenges, messaging and imagery of different social media campaigns.

Author: U.S. Environmental Protection Agency
Publication Date: 2015

EPA released the updated State and Local Guide to U.S. EPA Climate and Energy Program Resources, a guide designed for state and local government staff that describes EPA programs and resources that can help them develop or expand their own energy efficiency and renewable energy initiatives or meet regulatory requirements.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focuses on how mentoring on sales skills and business management helped one contractor increase sales and become more profitable. The call also covered top tips for supporting contractors, such as helping contractors develop systems to be more efficient in completing projects and creating a service plan with customers for additional improvements in the future.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on marketing techniques for lower income and other underrepresented populations.

Author: U.S. Department of Energy
Publication Date: 2015

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.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on how energy efficiency initiatives relate to real estate marketing.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on how to use web and mobile applications to generate and increase customer demand.

The Value of Energy Efficiency in the Real Estate Market
Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2015
Media

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

Author: American Council for an Energy-Efficient Economy
Publication Date: 2015

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.

Author: U.S. Department of Energy
Publication Date: 2015

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

Author: Institute for Market Transformation
Publication Date: 2015

Homebuyers are not only increasingly interested in high-performance homes, or homes incorporating green features, but they are also willing to pay more for them. This report finds that high-performance homes marketed with green features (such as a solar photovoltaic array or LEED certification) sell for a mean premium of 3.46 percent compared to homes without green features.

Author: Opower
Publication Date: 2014

Low-income energy efficiency programs provide financially vulnerable utility customers with important energy savings. To date, low-income programs have faced challenges in driving participation -- fueling myths that suggest low-income populations are difficult to reach. This paper explores these myths in turn.

Author: Elevate Energy
Publication Date: 2014

This paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.

A Field Guide to Utility-Run Behavior Programs: Making Sense of Variety
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation

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

Author: Behavior Energy and Climate Conference
Publication Date: 2014

Presentations from past Behavior Energy and Climate Change (BECC) Conference. BECC is the premier event focused on understanding individual and organizational behavior and decision-making related to energy usage, greenhouse gas emissions, climate change, and sustainability. Past conference presentations include various resources related to Marketing & Outreach.

Behavior-Based Energy Efficiency: Behavioral Persistence
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation, Media, Transcript

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

Author: U.S. Department of Energy
Publication Date: 2014

A one-page template that helps program administrators visualize activities and associated timelines for their marketing efforts.

Author: U.S. Department of Energy
Publication Date: 2014

This document summarizes top takeaways shared by Better Buildings Residential Network members on Peer Exchange Calls, from tips to collaborating with utilities to cost-effective rebate models.

Author: U.S. Department of Energy
Publication Date: 2014

This Better Buildings Residential Network Partnerships Toolkit includes templates, tools, guides, and examples to help energy efficiency organizations engage in partnerships that leverage resources and strengthen their programs.

Author: The Cadmus Group, Inc.
Publication Date: 2014

The California investor-owned utilities -- Pacific Gas and Electric (PG&E), Southern California Edison (SCE), Southern California Gas (SoCalGas), and San Diego Gas & Electric (SDG&E), referred to collectively as the IOUs or Joint Utilities -- are designing seven energy efficiency financing pilot programs at the California Public Utilities Commission’s (CPUC's) direction. To help inform the pilot design process and subsequent evaluation efforts, this report summarizes a comprehensive review of 15 existing financing programs representing noteworthy program models across the United States and around the globe.

Author: Yale Center for Business and the Environment
Publication Date: 2014

This publication advances the growth of energy efficiency finance and renewable energy finance markets in the United States by providing industry news, building professional dialogue, and fostering innovation. The forum includes: original feature articles covering cutting-edge topics and conferences; a biweekly newsletter of curated and original content; online conversations among experts in the field; and opportunities to register for webinars and other events

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on how a residential energy efficiency program can work with, for or as utilities.

Community-Based Social Marketing
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation 1Presentation 2Presentation 3

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

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

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

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on strategies and advantages of combining energy and water conservation services.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on energy modeling in multifamily homes.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2014

This document was prepared by the Regional Evaluation, Measurement and Verification Forum Cost-effectiveness screening for energy efficiency investments is fundamental to customer energy efficiency programs. It is, in essence, the benefit-cost analysis framework that helps stakeholders – including utility regulators, program administrators, and other policymakers –determine which types of energy efficiency investments represent net beneficial investments for ratepayers according to what is in the public interest based on the state’s energy policies.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on evaluating and demonstrating the cost-effectiveness of energy upgrades to programs.

Author: Jacey Johnson for Home Performance Magazine
Publication Date: 2014

This blog provides six tips the home performance communications professionals can use to create a new or update an existing marketing plan.

Author: U.S. Department of Energy
Publication Date: 2014

This worksheet can help you organize your ideas and methods for creating an effective evaluation plan.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2014

This report provides an overview of credit enhancements available, such as loan loss reserves, loan guarantees, debt service reserve funds, and subordinated capital. It also discusses key issues related to credit enhancement, examples of how others have successfully implemented credit enhancements as part of their energy efficiency financing programs, and additional information on existing resources that provide further information on credit enhancement design and implementation.

Author: EmPOWER Maryland
Publication Date: 2014

This report analyzes and develops estimates of non-energy impacts that could be included in cost effectiveness analyses for the EmPOWER Maryland energy efficiency programs. Four non-energy benefits are included in this analysis: air emissions, comfort, commercial operations and maintenance (O&M), and utility bill arrearages. In all four cases, a recommended value and methods for including them in future EMPOWER costs effectiveness analyses are provided.

Author: Erin Malone, Synapse Energy Economics Inc.
Publication Date: 2014

This presentation summarizes the non-energy benefits of energy efficiency, and how they can be used to drive uptake of energy efficiency measures. State examples are included.

Author: 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.

Author: Kevin Moyer, Toledo Port Authority; Ben Taube, Ygrene Energy Fund; Greg Leventis,; Lawrence Berkeley National Laboratory
Publication Date: 2014

This presentation covers lesson learned for PACE from the Toledo Port Authority, innovative real estate finance solutions from the Ygrene Energy Fund, and financing energy improvements on utility bills.

Energy Efficiency and Conservation Loan Program Webinar Series: #3 Residential Energy Efficiency Deep Dive, Part One
Author: U.S. Department of Agriculture; U.S. Department of Energy
Publication Date: 2014
Presentation, Media, Transcript

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

Energy Efficiency Financing Programs: Financing Energy Improvements on Utility Bills
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation, Media

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

Author: Southeast Energy Efficiency Alliance
Publication Date: 2014

SEEA created this document to inform the planning, design and delivery of early-stage energy efficiency programs in the Southeast. This document captures general concepts essential to the successful development and implementation of robust program portfolios, as well as lessons learned from prior experience on the regional and national levels.

Author: RePower Bainbridge; Conservation Services Group; U.S. Department of Energy
Publication Date: 2014

This guide is designed to serve as a "how-to" reference for island communities (or small, similarly sized, more isolated communities) that want to develop and implement a residential energy-efficiency and conservation program. The purpose of this guide is to help communities chart a course for successful program development based on the lessons learned during implementation and operation of RePower Bainbridge, an energy-efficiency program on Bainbridge Island, Washington.

Author: Energy Upgrade California
Publication Date: 2014

This plan outlines a brand and marketing strategy to establish Energy Upgrade California as California's central energy management brand and motivate residential and small business energy consumers to take action to better manage their energy use through the brand's comprehensive statewide marketing, education, and outreach campaigns.

Author: EnergySmart
Publication Date: 2014

This marketing plan describes a social mobilization approach that leverages social networking, including social media, and word-of-mouth marketing to raise awareness and drive customers to program services. It provides strategies and tactics to target audiences most likely to participate, building on market research and audience segmentation to develop a message platform specifically designed to address their key motivating factors and barriers.

Author: EnergySmart Colorado
Publication Date: 2014

This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

Identify the right questions to ask, appropriate metrics to collect, and the processes needed to initiate third-party impact and process evaluations.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2014

This report analyzes ten categories of utility-sector energy efficiency programs that have achieved high participation among targeted customer markets. Despite issues with the nature and availability of participation data, the study draws on published data sources and interviews with program contacts and industry experts to identify many examples of programs that have achieved high participation.

Author: Community Development Department of the Federal Reserve Bank of San Francisco
Publication Date: 2014

There are more than 17 million multifamily households nationwide, yet they remain a significant and mostly untapped opportunity for energy efficiency gains. Many cities and states that have embraced energy retrofitting as a job creator and boon to both the environment and economy have yet to address potential savings in multifamily properties, primarily because of obstacles not faced by single family and commercial properties. This paper discusses two barriers -- a lack of information and financing -- that stand in the way of multifamily energy retrofits.

Financing Energy Improvements on Utility Bills: Case Studies from the Field
Author: Eleni Pelican, U.S. Department of Energy; Mark Zimring, Lawrence Berkeley National Laboratory; Greg Leventis, Lawrence Berkeley National Laboratory; Merrian Borgeson, Lawrence Berkeley National Laboratory; Charles Goldman, Lawrence Berkeley National Laboratory; Peter Thompson, Lawrence Berkeley National Laboratory; Ian Hoffman, Lawrence Berkeley National Laboratory
Publication Date: 2014
Presentation

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

Author: State and Local Energy Efficiency Action Network
Publication Date: 2014

This report provides an overview of the current state of on-bill programs and provides actionable insights on key program design considerations for on-bill lending programs.

Author: U.S. Department of Energy
Publication Date: 2014

This case study discusses Denver Energy Challenge's adjustment from focusing on door-to-door outreach to an energy advisor model that allowed customers to receive one on one support throughout the home energy upgrade process.

Author: U.S. Department of Energy
Publication Date: 2014

This case study discusses Efficiency Maine's successful statewide Residential Direct Install (RDI) program that was established in 2012 to help create demand for home energy assessments and upgrades.

Author: Danielle Sass Byrnett, U.S. Department of Energy
Publication Date: 2014

This blog summarizes how BetterBuildings for Michigan, a U.S. Department of Energy (DOE) Better Buildings Neighborhood Program partner, developed a "readiness scale" to help target communities by determining the factors that indicate whether homeowners in a particular area are really ready to commit to energy efficiency upgrades.

Author: U.S. Department of Energy
Publication Date: 2014

This guide assists with developing an implementation plan for a Home Performance with ENERGY STAR program. It covers key elements of the plan, including the scope and objectives of the program and the policies and procedures that will ensure its success, including co-marketing and brand guidelines (section 1), workforce development and contractor engagement (section 3), assessment and report requirements (section 4), installation specifications and test-out procedures (section 5), and quality assurance (section 6).

Author: The Demand Institute
Publication Date: 2014

Research reveals a whole range of unmet housing-related desires in America -- gaps between what Americans have and what they say they need or want. The Demand Institute surveyed more than 10,000 households about their current living situation and what’s important to them in a home. The survey represents all U.S. households: renters and owners; movers and non-movers; young and old and finds that unsatisfied needs and desires cut across the entire population.

Author: Tim Ash, ClickZ
Publication Date: 2014

The test referenced in this article found that the pronoun used in a call-to-action button can make a big difference in whether people click on the button or not.

Author: The Cadmus Group, Inc.
Publication Date: 2014

The objective of this Guide, in part, is to serve as a resource to support municipal electric utilities meeting electricity savings goals. This Guide serves as a resource to not only increase the  understanding of best practices utilized by successful energy efficiency programs across the country, but also a plan to support MOUs implementing energy efficiency programs that will ultimately result in energy and electric bill savings for their customers. To support MOUs with the implementation of their own energy efficiency programs, this Guide leverages the lessons learned from energy efficiency programs operating across the country.

Author: DNV KEMA Energy & Sustainability
Publication Date: 2014

This report documents findings and recommendations from an impact evaluation of the California Energy Commission’s California Comprehensive Residential Retrofit program, a statewide energy upgrade program funded by the American Recovery and Reinvestment Act of 2009. The program funded local and regional subrecipients to develop and test initiatives aimed at transforming the residential energy upgrade market and building an infrastructure for whole-building energy upgrades. These local and regional governments collaborated with California’s major utilities to jointly conduct the statewide Energy Upgrade California program.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on how programs use behavior change strategies to reduce energy use.

Author: U.S. Department of Energy
Publication Date: 2014

This paper explores the State Energy Efficient Appliance Rebate Program (SEEARP) designs and delivery methods used, and provides lessons learned about specific program models and best practices for states, utilities, and energy efficiency organizations to use in designing rebate programs.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on driving demand for energy efficiency by leveraging service calls and emergency repairs.

Author: U.S. Department of Energy
Publication Date: 2014

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.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on choosing and developing program evaluation.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on integrating residential energy efficiency programs with the real estate market.

Author: Mary Templeton, Michigan Saves
Publication Date: 2014

This presentation describes the financial data Michigan Saves tracks and how the program uses the data to inform program implementation.

Author: Opinion Dynamics Corporation
Publication Date: 2014

This report presents findings from the Energy Forward Consumer Messaging Study. The purpose of this study is to assess whether Northwest Energy Efficiency Alliance can deploy the Energy Forward mark as a platform or parent brand for all of its initiatives.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2014

This report is a comprehensive research study of energy efficiency in Northwest residential buildings. It includes a metering study, a single-family report, a manufactured homes report, and a multi-family report. In addition, it includes state-by-state energy use reports, as well as end-use consumption data.

Author: Research Into Action, Inc.
Publication Date: 2014

Energy Trust of Oregon analyzes customer perceptions about energy efficiency.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on programs and outreach for faith-based organizations.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on ways to reach out to landlords.

Overview and Preliminary Results of ARRA-Funded SGIG Consumer Behavior Studies
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation, Media

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

Author: iSpring
Publication Date: 2014

The purpose of this report, prepared by sustainability consulting firm iSpring, is to provide the results of the EnergyWorks program to the contractors and auditors who participated, along with information on lessons learned over the course of the program that might prove helpful in their future work.

PowerSaver Loan
Author: U.S. Department of Energy
Publication Date: 2014
Presentation

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

Author: U.S. Department of Energy
Publication Date: 2014

This fact sheet describes the PowerSaver loan program, including benefits, eligible improvements, and requirements.

Author: Energy Efficiency Finance Corporation
Publication Date: 2014

Provides a sample or preliminary term sheet for single family residential energy efficiency loans that can provide a basis for discussions and negotiations with prospective lending partners.

Establish metrics and measurement strategies for understanding whether you are effectively achieving your program goals and meeting your customers’ needs, while identifying areas that can be improved.

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.

Author: Danielle Sass Byrnett, U.S. Department of Energy
Publication Date: 2014

This presentation provides an overview of the results and lessons learned from 41 community partners that participated in the Better Buildings Neighborhood Program. It also provides an overview of the Better Buildings Residential Program Solution Center.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance and control, standardization of upgrades and workforce expectations.

Author: U.S. Energy Information Administration
Publication Date: 2014

This website provides information on U.S. housing characteristics, including energy consumption data.

Author: National Efficiency Screening Project
Publication Date: 2014

This document provides an overview of the National Efficiency Screening Project's recommendations for using the Resource Value Framework (RVF) to improve cost-effectiveness testing. The RVF is a collection of principles and recommendations to provide guidance for states to develop and implement tests that are consistent with sound principles and best practices.

Author: National Grid
Publication Date: 2014

As part of the Rhode Island Energy Challenge, National Grid called on its Rhode Island residential electric and gas customers to take a pledge to “Find Your Four” as part of a statewide community initiative to encourage homeowners to find four ways to save energy at home. A participant survey revealed that Rhode Island residential customers liked hearing energy conservation/efficiency information via the Challenge; the Challenge had them thinking and acting differently; and the Challenge had customers participating more actively in energy efficiency programs. This report provides more information on the campaign’s major impact in helping National Grid accomplish important goals, including those related to portfolio savings and customer-centric program outreach and engagement.

The Role of Behavioral Programs in Portfolios
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation

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

Author: BetterBuildings for Greensboro
Publication Date: 2014

A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2014

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.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on how to identify stakeholders and map them to determine the best engagement strategy.

Author: U.S. Department of Energy
Publication Date: 2014

The Standard Energy Efficiency Data (SEED)™ Platform is a software application that helps organizations easily manage data on the energy performance of large groups of buildings. Users can combine data from multiple sources, clean and validate it, and share the information with others. The software application provides an easy, flexible, and cost-effective method to improve the quality and availability of data to help demonstrate the economic and environmental benefits of energy efficiency, to implement programs, and to target investment activity.

Author: U.S. Energy Information Administration
Publication Date: 2014

The State Energy Data System (SEDS) is the source of the U.S. Energy Information Administration’s (EIA) comprehensive state energy statistics. EIA’s goal in maintaining SEDS is to create historical time series of energy production, consumption, prices, and expenditures by state that are defined as consistently as possible over time and across sectors for analysis and forecasting purposes.

Author: Rocky Mountain Institute
Publication Date: 2014

This report examines the opportunity for accelerating Fort Collins’ energy and climate goals to reflect the community’s values, and capture economic, social, and environmental benefits.

Author: U.S. Department of Energy
Publication Date: 2014

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

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on introducing and building interest in multi-family energy efficiency.

Author: Opower
Publication Date: 2014

With so much to gain, how can we optimize low-income energy efficiency programs to maximize the benefits for financially vulnerable citizens, as well as program implementers and the broader population of ratepayers? This paper shares four important lessons for engaging low-income customers based on Opower’s experience in partnering with utilities to serve the low-income population.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on how loan performance data is tracked and analyzed, and what the data shows.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on using social media for long-term branding and marketing.

Author: U.S. Department of Energy
Publication Date: 2014

This summary from a Better Buildings Residential Network peer exchange call focused on bringing energy efficiency programs to schools.

Author: Home Energy Magazine
Publication Date: 2013

This article provides 10 tips home energy contractors can use to update their marketing outreach and improve their customer service.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2013

This report offers policy options and considerations to state utility commissions in providing access to energy use data to help commercial customers manage energy costs through building energy benchmarking.

Author: U.S. Department of Energy
Publication Date: 2013

This peer exchange call summary focused on administering energy efficiency programs as a nonprofit organization.

Author: U.S. Department of Energy
Publication Date: 2013

This tool, developed in Excel, supports the development and analysis of residential energy efficiency programs using standard cost-effectiveness analysis methods. Policy makers, utilities, energy efficiency program managers, architects and engineers may find the tool useful for supporting and scaling up residential energy efficiency programs. The tool estimates cost-effectiveness, using industry standard approaches, of both deep-home energy efficiency retrofits and individual measures. The user can build up a program based on up to 5 different ‘project types’ (or measures implemented) and identify the number of homes to be targeted for retrofits over the program cycle. The tool reports cost-effectiveness metrics of the program, including program budgets, and allows the user to conduct sensitivity analysis against key inputs.

Author: BetterBuildings for Michigan
Publication Date: 2013

These outreach materials from BetterBuildings for Michigan include a photograph and quote from credible members of the Grand Valley State University (GSVU) community that served as early adopters for the program.

Author: U.S. Department of Energy
Publication Date: 2013

This peer exchange call summary focused on bond funding.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on energy benchmarking and building disclosure policies.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits of community assessments and strategies for gathering information.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on state policies that help promote energy efficiency.

Author: U.S. Department of Energy
Publication Date: 2013

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

Author: University of North Carolina Environmental Finance Center
Publication Date: 2013

This database (in development) contains information about existing energy efficiency loan programs in the United States. For each loan program the following data is presented: financing mechanism (e.g., credit enhancement, on-bill financing), market (e.g., city, state), sector (e.g., residential single family, residential multi-family), and program sponsorship (e.g., DOE programs, ARRA, private lenders).

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on energy advising and concierge services without American Recovery and Reinvestment Act grants.

Author: Resources for the Future
Publication Date: 2013

This study looks at evidence of capitalization of energy efficiency features in home prices using data from real estate multiple listing services (MLS) in three metropolitan areas: the Research Triangle region of North Carolina; Austin, Texas; and Portland, Oregon. These home listings include information on Energy Star certification and, in Portland and Austin, local green certifications. Our results suggest that Energy Star certification increases the sales prices of homes built between 1995 and 2006 but has no statistically significant effect on sales prices for newer homes.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2013

This policy brief presents a program typology and standardized data metrics for assessing energy efficiency program characteristics, costs, and impacts. Based on a review of nationwide regulatory filings, the research serves as part of an effort to analyze the cost per unit of savings for utility customer-funded energy efficiency programs. The paper discusses the program categories and definitions, which are based primarily on review of several years of annual energy efficiency reports from 108 program administrators in 31 states for approximately 1,900 unique programs.

Author: Southeast Energy Efficiency Alliance
Publication Date: 2013

This report demonstrates the results achieved to date by the Southeast Energy Efficiency Alliance. It highlights the experiences of Consortium programs, their successes driving further investments in energy efficiency improvements, and the challenges that hindered their progress. It also details the infrastructure, resources, and opportunities that support the deployment of energy efficiency programming, and the approaches that the Consortium has found best suited to the region.

Author: Opinion Dynamics Corporation
Publication Date: 2013

This study of Energy Upgrade California aims to: establish baseline consumer brand awareness; understand consumer associations with the brand; and understand consumer awareness of energy management and bill savings opportunities and barriers to taking action on those opportunities.

Author: Extractable
Publication Date: 2013

This study reviews consumer-facing energy-focused websites and their related assets to provide a comprehensive roadmap for website development to transform and optimize the Energy Upgrade California web portal to better support the program efforts facilitating consumer and small business participation.

Author: U.S. Department of Energy
Publication Date: 2013

This guide provides a snapshot of the federal finance facilities available for energy efficiency upgrades and clean energy deployment. The guide is organized by market segment, and also includes a table that presents each finance facility by type of instrument along with the federal agency that administers the program.

Establish an evaluation plan that will allow you to determine how your financing activities are impacting the market.

Develop a plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2013

This report develops projections of future spending on, and savings from, energy efficiency programs funded by electric and gas utility customers under three scenarios through 2025.

Author: U.S. Department of Energy
Publication Date: 2013

This guide introduces the Community Energy Strategic Plan (CESP) approach, a step-by-step process for creating a robust strategic energyÊ plan. The guide offers tools and tips to complete each step and highlights examples from successful planning efforts around the country.

Author: Central Electric Power Cooperative
Publication Date: 2013

This case study highlights the Help My House Pilot Program conducted in South Carolina by Central Electric Power Cooperative that included on-bill financing.

Author: University of North Carolina Center for Community Capital - Institute for Market Transformation
Publication Date: 2013

Study examining actual loan performance data to assess whether residential energy efficiency is associated with lower default and prepayment risks. Results show that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

Author: Institute for Market Transformation
Publication Date: 2013

This study examines actual loan performance data obtained from CoreLogic, the lending industry’s leading source of such data. To assess whether residential energy efficiency is associated with lower default and prepayment risks, a national sample of about 71,000 ENERGY STAR and non-ENERGY STAR-rated single-family home mortgages was carefully constructed, accounting for loan, household, and neighborhood characteristics. The study finds that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

Author: Michigan Saves
Publication Date: 2013

This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.

Author: U.S. Department of Energy
Publication Date: 2013

Philadelphia EnergyWorks helped sustain future programs by sharing marketing insights and program data with a local utility partner.

Author: The University of Texas at Austin
Publication Date: 2013

This presentation shares the results of the Austin Energy Poll, including insights on U.S. consumer opinions and attitudes toward energy efficiency, climate change, energy consumption, pricing, development, and regulation.

Author: Research Into Action, Inc.
Publication Date: 2013

Over the past 30 years, program administrators have concentrated on investment behavior change -- that is getting their customers to install things like insulation and lighting systems using various behavior change tools such as marketing, education, rebates, and technical assistance to support the investment behavior change. Today, as program administrators move to expand the range of behavior change strategies in their portfolios, it is often difficult to know where to begin. The New York State Energy Research and Development Authority (NYSERDA) began by detailing the range of behavior change strategies and identifying strategic opportunities.

Author: U.S. Department of Energy
Publication Date: 2013

This Focus Series interview discusses the semester-long, employer-assisted partnership between BetterBuildings for Michigan and Grand Valley State University (GVSU). This successful partnership involved an early adopter outreach campaign and served as a model for other program partnerships.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2013

This report presents the results of ACEEE's third national review or utility-funded energy efficiency programs, completed in 2013. The report identifies and profiles 63 leading programs that span the wide array of program types offered to utility customers, and highlights key trends and observations that emerged from reviewing these programs.

Author: U.S. Department of Energy
Publication Date: 2013

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

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the performance of on-bill financing compared to other financing programs.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the strategies and challenges of using holidays and other seasonal events to market energy assessments and upgrades.

Author: U.S. Department of Energy
Publication Date: 2013

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

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

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

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

Author: U.S. Department of Energy
Publication Date: 2013

This peer exchange call summary focused on loan product structure and using market research to identify candidates for upgrades of occupied commercial buildings.

Author: U.S. Department of Energy
Publication Date: 2013

This peer exchange call summary focused on moving from assessments to upgrades in multifamily buildings.

Author: Green For All
Publication Date: 2013

The MPower Toolkit provides templates, resources, and lessons learned to address the barriers faced by the affordable multifamily housing sector when accessing energy efficiency upgrades. The toolkit is also intended for all stakeholders involved in efficiency programs, including efficiency program administrators, state and local leaders, utilities, energy consultants, and financial partners. MPower's core model is useful for all building types. In addition, the toolkit’s chapters are broken out into segments that highlight information and innovations that many efficiency programs are incorporating into their own models. The toolkit is a resource for all practitioners involved in implementing MPower and also serves to assist practitioners of other established efficiency programs. The MPower Toolkit draws from the experience of MPower Oregon, although it differentiates between the core MPower model and how MPower Oregon implemented this model.

Author: Enterprise Community Partners
Publication Date: 2013

The toolkit distills Enterprise's experience retrofitting multifamily affordable housing into the critical steps necessary for success. It is a roadmap for multifamily housing owners, investors, and developers which outlines a comprehensive, cost-effective approach to retrofit.

Author: New York State Energy Research and Development Authority (NYSERDA)
Publication Date: 2013

Links to residential projects completed under NYSERDA's Green Jobs-Green New York (GJGNY) program.

Author: New York State Energy Research and Development Authority (NYSERDA)
Publication Date: 2013

Links to case studies of residential projects and contractors under the New York State Energy Research and Development Authority (NYSERDA)'s Home Performance with ENERGY STAR program.

Author: Green For All
Publication Date: 2013

This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the features and eligibility of the PowerSaver Loan Program. 

Author: U.S. Department of Energy
Publication Date: 2013

The objective of this document is to help state and local governments understand the role of program administrators (PAs) and assist them in developing successful partnerships with utility and other energy efficiency PAs. The majority of this paper presents information on partnering and leveraging current energy efficiency activities. However, it also includes information for governments in areas without active PAs, as well as an appendix with a case study describing how state and local governments can fill gaps and administer programs in the absence of a PA.

Author: Research Into Action, Inc.
Publication Date: 2013

This document presents the findings from the preliminary impact evaluation of the U.S. Department of Energy's (DOE) Better Buildings Neighborhood Program (BBNP). The overall objective of the preliminary impact evaluation was to develop independent, quantitative estimates of BBNP's economic impacts and energy savings for projects completed from the onset of programmatic activities through 2012.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the challenges, strategies and advantages of  operating as a prime contractor.

Author: Rachael P Fredericks, PSE&G
Publication Date: 2013

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

Author: Richard Faesy and Chris Kramer, Energy Futures Group (Prepared for the Energy Foundation)
Publication Date: 2013

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.

Author: Energy Efficiency Screening Coalition
Publication Date: 2013

The purpose of this position paper is to introduce a new framework efficiency screening designed to address know problems with cost-effectiveness tests.

Author: Joint Center for Housing Studies of Harvard University
Publication Date: 2013

Low-income tenants bear a particularly large burden for energy costs. Because their costs nearly equal those of higher income renters, energy accounts for larger shares of their incomes and overall housing costs. In 2011, more than one-fourth of all renter households had incomes below $15,000. These lowest-income renters devoted $91 per month to tenant paid utilities, while renters with incomes above $75,000 paid $135.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on implementing and generating revenue from employer-based programs.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2013

This report provides an assessment of the current landscape of multifamily energy efficiency programs in the 50 metropolitan areas with the largest multifamily housing markets. The authors describe spending on utility customer-funded programs for the primary utilities in each metropolitan area. Additionally, they identify the specific opportunity in each metropolitan area to scale up multifamily programs based on a three-part analysis of: (1) local housing market characteristics; (2) the scope of current utility customer-funded energy efficiency programs; and (3) the statewide policy environment and potential for local partnerships with non-utility-funded energy efficiency programs.

Author: U.S. Department of Energy
Publication Date: 2013

This peer exchange call summary focused on strategies, opportunities and focuses on shared space and technology in multi-family buildings and in-unit upgrades.

Author: Small Town Energy Program
Publication Date: 2013

The Small Town Energy Program (STEP) toolkit gives a complete overview of STEP from planning to implementation. It also includes access to a wide variety of materials developed by the program, including: local asset materials, partner materials, personnel materials, program administrative materials, outreach materials, and surveys. STEP has posted these toolkit documents with the hope that it will assist other small towns and communities in building and running more energy efficiency programs.

Author: U.S. Energy Information Administration
Publication Date: 2013

These 16 state-specific fact sheets report on the results of the Residential Energy Consumption Survey. The fact sheets highlight: overall energy use, electricity use, and expenditures; residential consumption by end use (air conditioning, heating, appliances); main heating fuel; use of cooling equipment; housing types and year of construction; and numbers of televisions and refrigerators.

State, Regional and National Energy Efficiency Forecasting
Author: State and Local Energy Efficiency Action Network
Publication Date: 2013
Presentation 1, Presentation 2, Presentation 3, Media

This webcast provides approaches for projecting, analyzing and representing end-use energy efficiency potential and its impacts on state, regional and national energy use.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the challenges and benefits of energy and housing programs working together.

Tools for Designing & Implementing Better Finance Programs
Author: U.S. Department of Energy
Publication Date: 2013
Presentation, Media, Transcript

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

Author: U.S. Department of Energy
Publication Date: 2013

This peer exchange call summary focused on tracking and using data to support revenue streams.

Author: U.S. Department of Energy
Publication Date: 2013

Presentation that provides insights from a utility executive on how energy efficiency programs can effectively partner with utilities.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on working with the real estate sector to promote and drive demand for energy efficiency.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2013

This report describes ACEEE's Deep South Ethnographic Project, which aimed to answer an overarching question: are end-users of energy in the Southeastern states interested in energy efficiency? This report includes the demographics of ACEEE's informants and responses to a set of questions about energy usage, bills, and money. The report also includes individual case studies from five different sites.

Author: National Renewable Energy Laboratory
Publication Date: 2013

This report provides a set of model protocols for determining energy and demand savings that result from specific energy efficiency measures or programs. The methods described are among the most commonly used approaches in the energy efficiency industry for certain measures or programs; they draw from the existing body of research and best practices for energy efficiency evaluation, measurement, and verification (EM&V).

Author: U.S. Department of Energy
Publication Date: 2013

This peer exchange call summary focused on unique fee-for-service revenues as related to program sustainability.

Author: CNT Energy; National Home Performance Council
Publication Date: 2013

This white paper provides energy efficiency program sponsors and other stakeholders in the home performance industry with methods to document efficiency improvements and incorporate them into the real estate value chain. Making information about energy efficiency improvements visible to home buyers and others involved in a home sale transaction will play a crucial role in ensuring that improvements are fairly valued at the time an existing home is sold.

Author: 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.

Using Integrated Resource Planning to Encourage Investment in Cost-Effective Energy Efficiency Measures
Author: State and Local Energy Efficiency Action Network
Publication Date: 2013
Presentation, Media, Transcript

This webcast reviews the SEE Action report that describes how utility planning processes that allow demand-side resources to compete with supply-side resources can promote cost-effective energy efficiency.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on working with smaller municipal and publicly owned facilities.

Author: U.S. Department of Energy
Publication Date: 2013

This peer exchange call summary focused on leveraging home inspectors and others in the real estate transaction processes.

Author: Southwest Energy Efficiency Project
Publication Date: 2012

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.

Author: Local Energy Alliance Program
Publication Date: 2012

The lack of documented value of retrofit measures is a barrier to many homeowners doing upgrades - as most appraisals do not include energy improvements in their comparables, and the home’s future sale can prevent the homeowner from earning a return on their investment via lower energy costs. Once the industry develops a process for valuing the energy improvements, it can unlock the significant potential for retrofit work through market pricing signals (energy efficient homes are worth more) and enhanced access to capital for those purchasing a more efficient home (energy efficient homes improve borrowers’ cashflow because they cost less to operate).

Author: Pacific Northwest National Laboratory
Publication Date: 2012

This report contains information on the market for home performance upgrades and the opportunities that exist for new home performance contractors; start-up needs and costs for firms entering the home performance contracting industry; home performance business approaches; and how established home performance contractors attract customers. It also contains detailed profiles of eight successful home performance firms across the United States.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This report contains guidance on issues and policy options related to providing access to customer energy use information that can be used to support and enhance the provision of energy efficiency services while protecting customer privacy.

Author: Jeff Pitkin, New York State Energy Research and Development Authority
Publication Date: 2012

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

Author: Lawrence Berkeley National Laboratory
Publication Date: 2012

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.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Mary Templeton with BetterBuildings for Michigan discusses developing a readiness scale to determine if target audiences are ready to hear a program’s messages and take advantage of its offerings.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on assessing potential revenue streams.

Author: Edison Foundation Institute for Electric Innovation
Publication Date: 2012

This report provides a forecast of how building energy codes and appliance efficiency standards are likely to capture significant energy efficiency savings through 2025.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This document provides sample policy language based on a synthesis of existing state and local policies, and discussion on key provisions, for the design of a commercial benchmarking and disclosure policy.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Bruce Doeuck of JEA ShopSmart in Jacksonville, Florida,  discusses the market segmentation methodology his program used to better understand its audience.

Author: National Home Performance Council
Publication Date: 2012

This report provides a comprehensive review of a wide range of problems and inconsistencies in current cost-effectiveness test practices, and recommends a range of best practices to address them.

Author: U.S. Department of Energy
Publication Date: 2012

This report serves as a resource for program administrators and building contractors who are or may be interested in starting or expanding their services into the residential energy efficiency market.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Mick Dalrymple of Energize Phoenix shares how the program used information about its audience to create a fun and appealing brand.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Bruce Doeuck of JEA ShopSmart in Jacksonville, Florida, discusses the importance of building relationships with financial institutions.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on raising awareness and integrating the value of energy efficiency into transactions with the real estate sector.

Author: California Public Utilities Commission
Publication Date: 2012

This report focuses on four utilities in California. The research for this report included reviewing program documents and tracking databases, conducting two rounds of interviews with four investor owned utility program managers, interviewing California Public Utility Commission staff members and an intervener, surveying 76 on-bill financing program participants and 29 vendors who helped deliver the program, interviewing 12 account executives, and conducting six focus groups across California with 46 energy audit participants who had not participated in on-bill financing.

Author: BetterBuildings for Greensboro
Publication Date: 2012

Example Request for Proposal (RFP) to provide The City of Greensboro with an estimate for the work required to create a Business Process Management Information Technology Tool (BPM IT Tool) for a municipal energy efficiency project.

Author: 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

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.

Author: California Center for Sustainable Energy; Home Performance Resource Center
Publication Date: 2012

This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on the relationship between contract pricing and customers.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on sales training assistance programs for contractors.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Emily Levin of Vermont Energy Investment Corporation talks about how there is no silver bullet and its about creating a new industry, which takes time.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This fact sheet provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

Author: Patrick Roche, Conservation Services Group
Publication Date: 2012

Presentation describing how Conservation Services Group uses data to monitor market transformation and for internal QA/QC purposes.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on the challenges, benefits, quality assurance methods and incorporation of do-it-yourself projects into programs.

Author: U.S. Department of Energy
Publication Date: 2012

A template agreement that addresses the full energy efficiency or renewable energy loan origination cycle.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Andy Holzhauser of Greater Cincinnati Energy Alliance discusses the importance of making early investments in infrastructure (i.e., staff and technology).

Author: Mary Templeton, BetterBuildings for Michigan
Publication Date: 2012

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

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on best practices, entry points, strategies and challenges of program integration and participation in utility planning efforts.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This report provides information on how access to energy use data can help local governments create policies for benchmarking and disclosing building energy performance for public and private sector buildings.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This report provides information on how supporting access to building benchmarking data can help utilities increase efficiency and drive down energy demand.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This report provides information on how energy use data access can help state governments lead by example through benchmarking and disclosing results and implement benchmarking policies for the private sector.

Author: U.S. Department of Energy
Publication Date: 2012

Case study highlighting the home performance lending program spearheaded by local utility JEA and JaxMetro Credit Union in Jacksonville, Florida. This program is one of the most successful in the Southeast Energy Efficiency Alliance's Community Consortium.

Author: The Energy Foundation
Publication Date: 2012

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.

Author: Fannie Mae
Publication Date: 2012

This paper examines the energy efficiency of multifamily rentals in comparison to other housing types and its relationship to household income. It analyzes 2005 and just‐released 2009 data from the U.S. Residential Energy Consumption Survey and finds that multifamily rentals were significantly less energy efficient than other types of housing, both nationwide and in every region of the country.

Author: Nancy L. Hohns, EnergyWorks
Publication Date: 2012

This presentation describes the brand, messaging strategy, and campaign tactics used by Philadelphia EnergyWorks to reach its target audience.

Author: Institute for Market Transformation
Publication Date: 2012

This report is intended to serve as a guide for policymakers and multifamily stakeholders on benchmarking and disclosure rules and regulations. It provides an introduction to the multifamily housing sector, followed by a thorough review of existing benchmarking and disclosure policies and an assessment of continuing policy challenges and opportunities.

Exploring Opportunities for Energy Efficiency as a Revenue Stream in the Forward Capacity Markets
Author: Terri Esterly, PJM Capacity Market Operations; Doug Hurley, Synapse Energy Economics Inc.
Publication Date: 2012
Presentation, Media, Transcript

Webcast on utility forward capacity markets and how energy efficiency programs may access these markets as a potential source of revenues.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2012

This policy brief describes how NYSERDA's Assisted Home Performance with ENERGY STAR Program increases access to financing through tiered underwriting criteria.

Author: Courtney Moriarta, SRA International, Inc.; Emily Levin, Vermont Energy Investment Corporation; Tiger Adolf, Building Performance Institute; Brad Geyer, Fayette County Better Buildings Initiative; Sammy Chu, Suffolk County Department of Labor; Sam Flanery, Building Science Academy
Publication Date: 2012

Presentation on five steps to building a profitable contractor base. The steps include sensible program design and administration, certification and credentialing, communicating with contractors, contractor requirements (business vs. trade), and training and sales support.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

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.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.

Keeping Up With Your Audience, So They Keep Up With Your Program
Author: U.S. Department of Energy
Publication Date: 2012
Presentation

This webcast discussed how market research can help spur demand for home energy efficiency programs.

Author: Energy Trust Oregon (Prepared by Johnson Consulting Group)
Publication Date: 2012

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.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Tessa Shin of AFC First discusses the importance of making the loan application process simple for both homeowners and contractors.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Liz Robinson with EnergyWorks in Philadelphia, Pennsylvania, talks about the faith-based partnerships EnergyWorks developed to help promote the program.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Liz Robinson with EnergyWorks in Philadelphia,  Pennsylvania, talks about the faith-based partnerships EnergyWorks developed to help promote the program.

Author: Mass Save
Publication Date: 2012

A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.

Author: Mass Save
Publication Date: 2012

This plan was jointly developed by gas and electric companies in the state of Massachusetts to set aggressive goals for 2013-2015 through a sustained and integrated statewide energy efficiency effort in accordance with Green Communities Act.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on grant funding investments, program design and revenue streams in the post-grant period.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Yvonne Kraus of Conservation Services Group in Bainbridge Island, Washington, discusses why the RePower program created multiple branding and messaging themes.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Yvonne Kraus of Conservation Services Group in Bainbridge Island, Washington,  discusses why the RePower program created multiple branding and messaging themes.

Part I: Getting Started: Answering Big Picture Funding Questions
Author: Neelam Patel, U.S. Environmental Protection Agency; Pat McGuckin, The Cadmus Group, Inc.; Richard Dooley, Arlington County, Virginia; Shawn Collins, Opportunity Council; Alex Ramel, Sustainable Connections
Publication Date: 2012
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Transcript

This webcast (Part I of a three-part series) covers the big picture questions that local governments should consider for funding clean energy programs. What resources are available? What are the program priorities? How can these programs pay for themselves? What funding is available? The webinar guides local governments through these and other questions in the context of their own unique circumstances and illustrates the concepts through case studies that explore how local governments have used both conventional and unconventional methods to gain support, line up partners, and design and implement their funding programs.

Part II: Getting it Funded: Finding Funding for your Clean Energy Programs
Author: Neelam Patel, U.S. Environmental Protection Agency; Pat McGuckin, The Cadmus Group, Inc.; Marvin Lee, School District of Philadelphia, Pennsylvania; Nate Boyd, City of Orlando, Florida
Publication Date: 2012
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Presentation 5, Transcript

This webcast (Part II of a three-part series) discusses how climate and clean energy programs can find funding.

Part III: Keeping it Going: Financing Options for your Clean Energy Programs
Author: Neelam Patel, U.S. Environmental Protection Agency; Pat McGuckin, The Cadmus Group, Inc.; Niko Dietsch, U.S. Environmental Protection Agency; Keith Canfield, Clinton Climate Initiative; James Christensen and Yvette Rincon, City of Sacramento, California
Publication Date: 2012
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Presentation 5, Presentation 6, Transcript

This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Yvonne Kraus of Conservation Services Group describes how program and utility partnerships can co-benefit each other.

Author: Climate Solutions
Publication Date: 2012

This report from Climate Solutions analyzes small- to medium-sized American cities that are using successful methods to further clean energy economic development. Better Buildings Neighborhood Program partners that are featured in the report include Bainbridge Island and Bremerton, Washington; Boulder, Colorado; Bedford, New York; Madison, Wisconsin; and Grand Rapids, Michigan. The report includes details on the how the featured cities funded their projects, found successful models to reach their goals, and to see which new projects are off to a promising start.

Author: Climate Solutions
Publication Date: 2012

This report profiles the early results of a diverse range of small- to medium-sized American cities with different economic and energy profiles that are pioneering the clean energy economy. Many communities used federal grants to jumpstart long-term strategies to test and refine various clean energy and energy efficiency solutions. Others developed innovative financing strategies in the absence of grant money. These city-led efforts to catalyze local clean energy economic development are important to watch as federal grants sunset, especially in the absence of a comprehensive national energy or climate policy.

Author: Research Into Action, Inc.; NMR Group Inc.
Publication Date: 2012

This report presents the preliminary process and market evaluation of the Better Buildings Neighborhood Program. As part of the evaluation, the report identifies the factors most strongly correlated with the 10 most successful grantees' performance and offers recommendations to the Energy Department and grant recipients for the final program year.

Author: National Home Performance Council
Publication Date: 2012

Tool to evaluate contractor impacts on program revenue.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2012

Policy brief explaining what constitutes a qualified project under the QECB program.

Author: Regional Climate Protection Authority
Publication Date: 2012

Mission, goals and objectives of the Regional Climate Protection Authority.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on the advantages, challenges, creation and management of regional networks.

Author: RePower Bainbridge
Publication Date: 2012

The RePower programs in Washington State convened local community leaders, organizations, contractors, and program partners for a planning summit to consider the benefits and challenges of different business models for the post-grant period. Participants considered four models: non-profit organization, utility, county or city government, and private sector.

Author: Helen Biersack, RePower
Publication Date: 2012

This presentation describes Washington's RePower program and lessons learned on community engagement as a driver of demand.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This report describes how customer usage data can help promote the adoption of retro-commissioning polices for public and private commercial buildings.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on how programs are devising plans for creating a contractor revenue stream and potential fee structures.

Author: Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date: 2012

Connecticut's Neighbor to Neighbor Energy Challenge's perspective on their partnership with Northeast Utilities.

Author: Cynthia Adams, Local Energy Alliance Program
Publication Date: 2012

Presentation that focuses on grantee program-utility partnership models from the programs perspective.

Author: Nikki Kuhn, Vermont Energy Investment Corporation
Publication Date: 2012

Presentation that focuses on grantee program-utility partnership models.

Author: IndEco Strategic Consulting Inc; Niagara Peninsula Energy Inc
Publication Date: 2012

This handbook is intended to assist electric utilities in overcoming barriers to using social media; provide a clear and simple stepwise approach to get started or enhance social media use; and provide a set of recommendations for using social media as an additional marketing tool to drive participation in energy efficiency and demand management programs.

Author: U.S. Department of Energy
Publication Date: 2012

This case study discusses strategies that Fayette County, Pennsylvania used to provide Building Performance Institute (BPI) certification and business skills training to aspiring energy efficiency contractors.

Author: U.S. Department of Energy
Publication Date: 2012

This case study discusses BetterBuildings for Michigan's targeted outreach campaigns which applied varying incentives and outreach strategies to neighborhoods with a goal to understand which rebates and strategies work best in the target communities.

Author: U.S. Department of Energy
Publication Date: 2012

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.

Author: U.S. Department of Energy
Publication Date: 2012

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

Author: U.S. Department of Energy
Publication Date: 2012

This guide discusses the findings of research in moving existing companies, with a focus on HVAC, to deliver more comprehensive energy saving upgrade services. It also helps the industry understand the business processes and strategies for transitioning to such an approach.

Author: Kat Donnelly, EMpowerDevices; Kerry O'Neill, Earth Markets
Publication Date: 2012

Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Will Ranes of RePower Kitsap discusses the importance of understanding your market, including being able to speak the language of utilities and other key players.

Author: U.S. Department of Energy
Publication Date: 2012

In this video interview segment, Emily Levin of Vermont Energy Investment Corporation shares the importance of market research.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2012

Highlights the EcoHouse Project Loan Program, which provides fixed interest rate loans as a tool for enabling energy improvements among households that are otherwise unlikely to be able to access affordable financing at market rates.

Author: Melissa Glickman, Boulder County, Colorado (now EnergySmart)
Publication Date: 2012

EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.

Author: Betsy Kleinfelder, The Sustainability Institute
Publication Date: 2012

As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.

Author: U.S. Department of Energy
Publication Date: 2012

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

Author: Brian Alfano, Clean Energy Works Oregon (now Enhabit)
Publication Date: 2012

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

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on strategies, challenges and opportunities in working with condominium owners and associations.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on the strategies, challenges and key interaction points with the real estate sector.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This report provides policymakers with principles and recommendations to understand and manage concerns about bill and rate impacts resulting from requiring utilities to provide efficiency programs.

Author: U.S. Department of Energy
Publication Date: 2011

This example guide was originally designed for grantees participating in U.S. DOE's Better Buildings program from 2010 - 2014 to ensure uniform, easily recognizable national identity of the Better Buildings brand. Pages 5-9 provide useful guidance for crafting messages. It also provides messaging examples.

Author: BetterBuildings for Michigan
Publication Date: 2011

These BetterBuildings for Michigan mailers show satisfied program customers claiming they have the power to make changes and bring results by increasing the efficiency of their homes.

Author: World Resources Institute
Publication Date: 2011

Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.

Author: Innovation Network for Communities (Prepared for the Rockefeller Foundation)
Publication Date: 2011

This research report and slides provide a detailed segmentation of the building energy upgrade market and summarize market research on each segment. Market segments include single-family homes, multi-family homes, and several types of commercial and institutional buildings.

Author: U.S. Department of Energy
Publication Date: 2011

Worksheet for program administrators to map out their programs' business model framework.

Author: U.S. Department of Energy
Publication Date: 2011

Presentation aimed at program administrators summarizing business model elements and their usage (i.e., governance, financial structure, assets & infrastructure, and customers).

Author: Bplans
Publication Date: 2011

Example business plan to serve as an illustration of a functional and realistic business plan.

Author: U.S. Environmental Protection Agency
Publication Date: 2011

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.

Author: Connecticut Neighbor to Neighbor Energy Challenge
Publication Date: 2011

Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.

Author: Jared Asch, Efficiency First
Publication Date: 2011

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

Author: U.S. Department of Energy
Publication Date: 2011

One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.

Author: U.S. Department of Energy
Publication Date: 2011

This worksheet can help key program and marketing staff collaborate to develop a brand platform.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This document provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2011

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.

Author: Southwest Energy Efficiency Project
Publication Date: 2011

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

Author: EnergyWorks KC
Publication Date: 2011

This marketing plan from EnergyWorks Kansas City includes a strategic focus for the program's outreach activities, as well as three core marketing objectives Kansas City set out to meet.

Financing Programs: RFP & Contract Terms and Conditions
Author: U.S. Department of Energy
Publication Date: 2011
Presentation, Media, Transcript

This webcast discusses financing program RFPs and contract terms and conditions.

Furthering Your Local Governments' Energy Efficiency Goals: Part 1 - Getting Support From Local Leaders
Author: Chuck Clinton, National Association of State Energy Officials; Jay Fisette, Arlington County, Virginia; Michael Yambrach, Washington, D.C.; Kaci Radcliffe, Skagit County, Washington; Jennifer Clymer, ICF International
Publication Date: 2011
Presentation, Media, Transcript

This webcast shares useful and effective strategies for getting local leaders to support local government's energy efficiency goals.

Author: Greater Cincinnati Energy Alliance
Publication Date: 2011

This strategic plan describes the goals, objectives, market, and business model for the Greater Cincinnati Energy Alliance's energy efficiency program and service offerings.

Author: U.S. Environmental Protection Agency
Publication Date: 2011

These protocols provide recommended minimum specifications and best practices for protection of occupant health associated with home energy upgrades.

Author: Stacy Ho and Jeremy Hays, Green For All
Publication Date: 2011

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.

Author: Gary R. Myers, Poudre Valley Rural Electric Association
Publication Date: 2011

This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.

Leveraging Partnerships with Faith-Based Organizations
Author: Rev. Fletcher Harper, GreenFaith; Paul C. Raver, Jr., Green Market Solutions; Alexis Chase, Georgia Interfaith Power & Light
Publication Date: 2011
Presentation, Media, Transcript

This webcast explores how faith-based organizations and their partners have used energy efficiency as an organizing motivator to upgrade the institutional building and then members' homes.

Author: U.S. Department of Energy
Publication Date: 2011

This peer exchange call summary focused on creating a dialogue between contractors, trainers and jobseekers about program design/implementation and results of workforce feedback.

Author: Home Energy Magazine
Publication Date: 2011

Article on how one company added a for-profit weatherization business to its nonprofit organization -- and how they now work successfully together.

Author: Wisconsin Energy Conservation Corporation
Publication Date: 2011

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

Author: Wisconsin Energy Conservation Corporation
Publication Date: 2011

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

Author: U.S. Department of Energy
Publication Date: 2011

The U.S. Department of Energy's Message Map and Value Proposition Worksheet is designed to help programs determine the key messages to best communicate to priority audiences.

Author: U.S. Department of Energy
Publication Date: 2011

This peer exchange call summary focused on messaging and delivery strategies of those messages to low-income program participants. 

Author: Oak Ridge National Laboratory
Publication Date: 2011

This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.

Author: Energy and Environmental Economics
Publication Date: 2011

This report provides an overview of residential customer information and behavior efficiency programs, and identifies key challenges to and solutions for increasing the penetration of these programs nationwide.

Author: U.S. Department of Energy
Publication Date: 2011

Table showing business model frameworks, their relevance, key metrics, and questions for consideration.

Author: Paul Cillo, Energy Efficiency Institute, Inc.
Publication Date: 2011

Presentation providing an overview of the PAYS financial model, including information on risks and how to manage them, and successful program examples using the PAYS model.

Author: U.S. Department of Energy
Publication Date: 2011

This peer exchange call summary focused on the background and features of the PowerSaver loan program.

Author: U.S. Department of Energy
Publication Date: 2011

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from contractors.

Author: U.S. Department of Energy
Publication Date: 2011

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from program participants.

Author: Chris Lohmann, U.S. Department of Energy
Publication Date: 2011

Presentation providing an overview of financing programs, a strategy for continuous improvement, tools for program management, a risk management strategy, and common risks associated with financing programs.

Author: EnergySmart
Publication Date: 2011

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

Author: EnergySmart Colorado
Publication Date: 2011

Boulder, Colorado's EnergySmart program produced a detailed implementation plan with activities, deliverables, and timelines by phase and task.

Author: U.S. Department of Energy
Publication Date: 2011

This peer exchange call summary focused on the challenges and effective combinations of quality assurance strategies.

Author: Dan Curry, BetterBuildings for Greensboro
Publication Date: 2011

This presentation provides an overview of the lending RFP issued by the city of Greensboro's Better Buildings Program, including a description of the roles and responsibilities for the city and its financial partners.

Author: Oak Ridge National Laboratory
Publication Date: 2011

The Residential Retrofit Program Design Guide focuses on the key elements and design characteristics of building and maintaining a successful residential energy upgrade program. The material is presented as a guide for program design and planning from start to finish, laid out in chronological order of program development.

Residential Retrofit Program Design Guide Overview
Author: Richard Faesy, Energy Futures Group; Andy Meyer, Efficiency Maine; Nikki Kuhn, Vermont Energy Investment Corporation
Publication Date: 2011
Presentation, Media, Transcript

Webcast on the DOE Residential Retrofit Program Design Guide, which focuses on the key elements and design characteristics of building and maintaining a successful residential upgrade program.

Author: U.S. Department of Energy
Publication Date: 2011

Sample business plan framework for a program seeking to build private sector capacity then phase out and stop operating.

Author: U.S. Department of Energy
Publication Date: 2011

Sample business plan framework for a program that establishes itself as a government entity, then operates using a fee-based structure.

Author: U.S. Department of Energy
Publication Date: 2011

Sample business plan framework for a program seeking to operate as a marketing contractor to a utility.

Author: U.S. Department of Energy
Publication Date: 2011

Sample business plan framework for a program seeking to operate as a not-for-profit entity.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This report presents the results of a scoping study to assess the need for national databases that can support best practices in energy efficiency program evaluation, measurement, and verification (EM&V).

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This report helps policymakers understand how electric and natural gas utilities can achieve greater efficiency by establishing numeric energy savings targets and goals for energy efficiency programs.

Author: U.S. Department of Energy
Publication Date: 2011

This case study discusses strategies that Austin Energy, a municipally owned utility, used to collaborate closely with building contractors to launch a new Best Offer Ever promotion quickly and effectively.

Author: U.S. Department of Energy
Publication Date: 2011

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).

Author: U.S. Department of Energy
Publication Date: 2011

This peer exchange call focused on strategies and challenges related to multi-family programs.

Author: U.S. Department of Energy
Publication Date: 2011

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

Author: U.S. Department of Energy
Publication Date: 2011

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

Author: U.S. Department of Energy
Publication Date: 2011

This peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger programs.

Author: U.S. Department of Energy
Publication Date: 2011

Through its target audience research, Rutland, Vermont's NeighborWorks H.E.A.T. Squad learned that neighbors are the most trusted messengers of energy efficiency upgrade information, rather than governments or utilities.

Author: RePower Bainbridge
Publication Date: 2011

This presentation explores the community-based social marketing aspects of RePower Bainbridge and includes insights on knowing your audience, market barriers, and leverage opportunities.

Author: State and Local Energy Efficiency Action Network
Publication Date: 2011

This report describes how utility planning processes that allow demand-side resources to compete with supply-side resources can promote cost-effective energy efficiency.

Author: U.S. Department of Energy
Publication Date: 2011

This webinar presented ways various programs use social media tools to enhance and promote their energy programs among their communities.

Author: U.S. Environmental Protection Agency
Publication Date: 2011

This ENERGY STAR presentation provides an overview of the power of social media to promote energy efficiency with programmatic examples offered by expert presenters.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2011

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

Author: Andy Holzhauser, Greater Cincinnati Energy Alliance
Publication Date: 2011

Presentation on the organization, funding structure, and market focus of the Greater Cincinnati Energy Alliance.

Author: Regulatory Assistance Project
Publication Date: 2011

This report identifies and discusses factors that should be considered in evaluating model choices for administering and implementing ratepayer funded energy efficiency programs.

Workforce Development and Sales Training for Energy Efficiency Contractors
Author: Elizabeth Stuart, Lawrence Berkeley National Laboratory
Publication Date: 2011
Presentation, Media, Transcript

This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.

Author: U.S. Department of Energy
Publication Date: 2011

This peer exchange call summary focused on establishing the challenges, strategies and key topics related to working with utilities for future peer exchange calls.

Author: U.S. Department of Energy
Publication Date: 2011

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

Author: Matthew Brown, Harcourt Brown & Carey; John MacLean, Energy Efficiency Finance Corporation
Publication Date: 2010

Tips for recruiting and procuring financial partners and developing and negotiating financial partner agreements.

Author: Kira Ashby, Consortium for Energy Efficiency; Monica Nevius, New York State Energy Research and Development Authority; Bruce Ceniceros, Sacramento Municipal Utility District
Publication Date: 2010

This paper describes a wide variety of behavior change insights potentially applicable to the energy efficiency program context, provides examples of efficiency programs that have applied these insights, and explores some untapped opportunities to achieve energy savings through behavior change.

Author: Home Performance Resource Center
Publication Date: 2010

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.

Author: U.S. Department of Energy
Publication Date: 2010

Flowcharts showing the key program elements (financing; workforce development; marketing and outreach; and data, evaluation; and reporting).

Author: BetterBuildings for Michigan
Publication Date: 2010

This branding guide was developed for BetterBuildings for Michigan staff so they can consistently use the program's look and feel, messages, and tone in marketing and outreach materials.

Author: Clean Energy Works Oregon (now Enhabit)
Publication Date: 2010

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.

Author: Community Power Works
Publication Date: 2010

This agreement outlines the goals, contractor standards, hiring standards, training program standards, and procedures for contractor participation in Seattle's Community Power Works program. As a "high-road" agreement, the employment and contracting standards are designed to ensure broad access to economic opportunities for all types of businesses and workers, support training on sustainable career paths, and ensure high-quality work.

Author: Community Power Works
Publication Date: 2010

This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.

Author: Emerald Cities Planning Committee
Publication Date: 2010

This guide to Community Workforce Agreements is an appendix to the Road Map to Emerald Cities and provides a framework to use an innovation on the traditional Project Labor Agreement to give life and meaning to the social compact.

Author: National Action Plan for Energy Efficiency
Publication Date: 2010

This fact sheet provides information about energy efficiency, explains how utility and state investment in energy efficiency helps consumers, and describes what to expect from utility or state efficiency programs.

Author: 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.

Author: U.S. Department of Energy
Publication Date: 2010

A template competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

Author: U.S. Department of Energy
Publication Date: 2010

A template agreement demonstrating how to address the deposit and use of loan loss reserve funds.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2010

This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.

EM&V Basics, Tools and Resources to Assist EECBG and SEP Grantees
Author: Julie Michals, Northeast Energy Efficiency Partnerships, Inc.; Phil Sieper, The Cadmus Group, Inc.; Mark Stetz, Stetz Consulting
Publication Date: 2010
Presentation, Media, Transcript

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

Author: Merrian Fuller, Lawrence Berkeley National Laboratory
Publication Date: 2010

Presentation describing on-bill repayment programs and providing financing lessons learned.

Author: National Action Plan for Energy Efficiency
Publication Date: 2010

This report presents best practices for operating successful portfolio-level efficiency programs, including assessing efficiency potential, cost-effectiveness screening, and developing a portfolio of approaches.

Author: Consortium for Energy Efficiency
Publication Date: 2010

This guide provides background on the home improvement market in the U.S. and Canada and end users and systems in existing homes, as well as a description of energy efficiency program approaches and strategies.

Finance Planning
Author: U.S. Department of Energy
Publication Date: 2010
Presentation, Media, Transcript

This webcast discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2010

Policy brief outlining the HUD PowerSaver Pilot Loan Program.

Author: Clean Energy Works Oregon (now Enhabit)
Publication Date: 2010

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

Author: Community Benefits Law Center
Publication Date: 2010

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.

Author: Kat Donnelly, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date: 2010

This presentation outlines the steps Connecticut's Neighbor to Neighbor Energy Challenge program took to obtain and sort useful feedback from surveys and volunteer observations.

Loan Loss Reserves: Lessons from the Field
Author: U.S. Department of Energy
Publication Date: 2010
Presentation, Media, Transcript

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

Author: Los Angeles County, California
Publication Date: 2010

Los Angeles County presented its market research analysis.

Author: U.S. Department of Energy
Publication Date: 2010

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

Marketing & Outreach: Working with and Learning from Contractors
Author: Karen Villeneuve, NYSERDA; Peter Krajsa, AFC First Financial Corporation; Michael Rogers, GreenHomes America; Matt Golden, Recurve
Publication Date: 2010
Presentation, Media, Transcript

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

Author: U.S. Department of Energy
Publication Date: 2010

This report shares the results of focus groups that were convened by the U.S. Department of Energy to identify what motivates people to undertake home energy improvements.

Author: New York State Energy Research and Development Authority (NYSERDA)
Publication Date: 2010

Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.

Author: Research Into Action, Inc.
Publication Date: 2010

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).

Author: Clean Energy Works Oregon (now Enhabit)
Publication Date: 2010

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.

Author: City of Bainbridge Island, Washington
Publication Date: 2010

A sample request for proposals from Bainbridge Island, Washington, related to establishing a revolving loan fund and loan loss reserve.

Author: City of Independence, Missouri
Publication Date: 2010

A sample competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

Author: EnergySmart
Publication Date: 2010

A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.

Author: Sustainable Home Initiative in a New Economy
Publication Date: 2010

This market research study identifies key stakeholders; builds and executes a survey to help determine the appropriate segmentation, targeting, and positioning (STP) strategy; and develops marketing tactics as part of an integrated marketing communications plan to help launch the program.

Author: Jane Peters, Research Into Action, Inc.
Publication Date: 2010

This presentation covers the importance of collecting and evaluating program data, including data related to marketing efforts.

Author: Sandra K. Adomatis, SRA International
Publication Date: 2010

This article discusses valuing high performance houses in the appraisal process.

Author: Green For All; Center on Wisconsin Strategy
Publication Date: 2009

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.

Author: Opinion Dynamics Corporation
Publication Date: 2009

This presentation shares the findings of research conducted to determine a customer base for energy efficiency improvements developed by the California Public Utilities Commission.

Author: Earth Advantage Institute
Publication Date: 2009

The report presents an analysis of the market performance of third-party certified sustainable residential properties in the Portland and Seattle metropolitan areas. In each location, a sample of third-party certified homes was selected and comparable homes were found. The author documents that certified homes in the Seattle metro area sold at a price premium of 9.6% when compared to noncertified counterparts.

Author: 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.

Author: National Action Plan for Energy Efficiency
Publication Date: 2009

This report considers consumers' perspectives on policy and regulatory issues associated with the administration of energy efficiency investments funded by ratepayers of electric and natural gas utilities.

Author: National Action Plan for Energy Efficiency
Publication Date: 2009

This report summarizes the scale and economic value of energy efficiency for reducing carbon emissions and discusses barriers to achieving the potential for cost-effective energy efficiency.

Author: Marc Milin, ICF International; Dean Gamble, ICF International; Dale Hoffmeyer, U.S. Environmental Protection Agency
Publication Date: 2009

This paper models the cost-effectiveness of prototypical whole-house retrofit programs. The analysis demonstrates the need to include targeted sub-sectors that are less efficient, more likely to participate, and therefore most cost effective; to analyze individual measures tailored to the climate and building stock and select only the most efficient measures; to estimate performance goals.

Author: U.S. Department of Energy; U.S. Environmental Protection Agency
Publication Date: 2009

This guide helps state and local authorities and energy efficiency program administrators choose successful programs in response to energy efficiency program funding opportunities through the American Recovery and Reinvestment Act of 2009. It provides information and lessons learned about ten different types of programs--such as Home Performance with ENERGY STAR--across the residential, commercial, and industrial sectors.

Revolving Loan Fund Basics and Best Practices
Author: U.S. Department of Energy
Publication Date: 2009
Presentation, Media, Transcript

This webcast featured four presentations providing examples and best practices for revolving loan funds.

Author: National Renewable Energy Laboratory
Publication Date: 2009

This report provides information for states intending to set up a new revolving loan fund for state energy programs.

Revolving Loan Funds: An Introduction
Author: U.S. Department of Energy
Publication Date: 2009
Presentation, Media, Transcript

This webcast provides an introduction to revolving loans funds, highlighting basics and best practices.

Author: State of Washington Department of Commerce
Publication Date: 2009

A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.

Author: Michigan Saves
Publication Date: 2009

Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.

Author: Alliance to Save Energy
Publication Date: 2009

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.

Author: National Action Plan for Energy Efficiency
Publication Date: 2008

Report describing a goal of achieving all cost-effective energy efficiency by 2025; presents ten implementation goals for states, utilities, and other stakeholders to consider to achieve this goal, and describes what 2025 might look like if the goal is achieved.

Author: 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.

Author: Hattaway Communications
Publication Date: 2007

This marketing strategy includes the goals and objectives the Cambridge (Massachusetts) Energy Alliance set out to meet.

Author: National Action Plan for Energy Efficiency
Publication Date: 2007

This report provides guidance on determining the efficiency potential in a utility footprint, state, or region; evaluating efficiency as a supply-side resource; and developing detailed efficiency program plans.

Author: National Action Plan for Energy Efficiency
Publication Date: 2007

This report describes the key issues, best practices, and main process steps for integrating energy efficiency into resource planning on an equal basis with other resources.

Author: University of British Columbia
Publication Date: 2007

Research traditions across the social sciences have explored the drivers of individual behavior change and proposed different models of decision making. In this paper, four diverse perspectives are reviewed: conventional and behavioral economics, technology adoption theory and attitude-based decision making, social and environmental psychology, and sociology. This paper concludes with how to develop a more integrated approach to both behavioral change research and intervention design in a residential energy context.

Author: APPRISE Inc.
Publication Date: 2007

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.

Author: U.S. Department of Energy
Publication Date: 2007

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.

Author: National Action Plan for Energy Efficiency
Publication Date: 2006

This calculator provides a simplified tool to demonstrate the business case for energy efficiency from the perspective of the consumer, the utility, and society.

Author: Dubberly Design Office
Publication Date: 2001

This brand model, developed by the Dubberly Design Office, provides useful steps and tips for developing a new brand. Download the document for a better view. Note that the document is poster size, so zoom in for clarity.

Author: U.S. Census Bureau; U.S. Department of Housing and Urban Development (HUD)

This website provides current data on a wide range of national housing and demographic characteristics.

Author: Clean Energy Works Oregon (now Enhabit)

The business model of Clean Energy Works Oregon (CEWO), a non-profit established to reduce energy waste by encouraging homeowners to take direct action. Advertising the triple-bottom-line benefits of energy retrofits, CEWO guides homeowners throughout the entire retrofit process and provides them easy, no-money down financing options.

Author: U.S. Department of Energy

These case studies highlight examples of participating contractors who have employed Home Performance with ENERGY STAR to help homeowners improve their home's comfort and lower their utility bills.

Develop processes to evaluate your organization’s strengths, weaknesses, and market position on a regular basis.

Author: U.S. Department of Energy

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.

Author: E4TheFuture

To help inform and prompt discussion across a range of audiences on the health co-benefits from residential EE investments, this paper reviews research studies of residential EE and related ventilation upgrades, discusses ways that programs have monetized occupant health co-benefits, and highlights innovative programs that combine EE and health-focused home repairs. The paper concludes with identifying research gaps and strategies to help advance such work.