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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. 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: Greg Glendenning, NMR Group, Inc.
Publication Date: 2017

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

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 website for DOE's Weatherization Assistance Program provides a virtual library of rules, regulations, policies, and procedures for helping low-income families reduce energy costs.

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

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

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

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

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

This report aims to improve low and moderate income (LMI) stakeholdersÕ understanding of financing options for LMI communities. It discusses the advantages and disadvantages of different options, consumer protections to consider, and lessons learned. LMI stakeholders addressed by this report include state and local policymakers, state utility regulators, program administrators, financial institutions, and consumer advocates.

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. Environmental Protection Agency
Publication Date: 2017

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

Author: Greg Leventis, Lawrence Berkeley National Laboratory; Bruce Schlein, Citi; Curtis Wynn, Roanoke Electric Cooperative; Karyn Sper, Fannie Mae; Philip Henderson, Natural Resources Defense Council
Publication Date: 2017

This presentation provides an overview energy efficiency financing products and opportunities for consumer protections and program expansion for low and moderate income customers in the single- and multifamily residential market sectors.

Author: California Delivers
Publication Date: 2017

As California moves forward with implementation of new energy efficiency targets in the residential sector, California Delivers offers this background resource for journalists. It includes: an overview of CaliforniaÕs energy efficiency targets and state/federal efficiency programs; a review of barriers to efficiency investments in low-income multifamily housing and strategies to overcome them; relevant facts, figures, and definitions; and a list of experts available for interview.

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: 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: Elevate Energy
Publication Date: 2017

Elevate Energy constructed a database of 143,000 Chicago multifamily buildings and segmented them based on age, size, and other traits in order to better understand the Chicago multifamily sector. The segmentation findings point to opportunities to improve ChicagoÕs energy efficiency programs. The size of the unsubsidized lower-cost multifamily market in Chicago, added benefits of improved health outcomes for low-income residents, and greater investment in disadvantaged neighborhoods strengthen the case for prioritizing multifamily market for energy efficiency. The report is organized into three parts. The first part describes the datasets used to build a database of ChicagoÕs multifamily buildings. The second reviews key findings from the analysis. The third section provides recommended improvements to efficiency programs based on the segmentation.

Author: Low Income Home Energy Assistance Program (LIHEAP)
Publication Date: 2017

The snapshots present a capsule view of each state's key LIHEAP characteristics, as well as details of its non-federal low-income energy programs (state- and utility-funded, and charitable).

Author: Midwest Energy Efficiency Alliance
Publication Date: 2017

The Midwest is home to a significant stock of multifamily buildings that represent a huge energy savings opportunity. Multifamily housing makes up 11 to 22% of the housing stock in Midwest states. The majority of multifamily housing is renter-occupied, and a large proportion of those renters are low income customers for whom the cost of high utility bills is the most burdensome. This report examines the mixture of multifamily energy efficiency programs in four states Ð Indiana, Ohio, Minnesota and Iowa Ð since 2010. The analysis looks at investment, energy savings and program models offered in each state. These states are not the only states working on multifamily energy efficiency in the Midwest, but they provide a good contrast in terms of energy efficiency policies and performance, as well as having sufficient available data for the analysis.

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. 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

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: 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: 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: NMR Group, Inc.; Energy Futures Group
Publication Date: 2016

This report presents the results from a comprehensive impact and process evaluation of Efficiency Maine's Low-Income Multifamily Weatherization Program.

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: 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: Energy Programs Consortium
Publication Date: 2016

This report examines participation of low and moderate income borrowers (LMI) in the first WHEEL portfolio. This is the first report in a multiyear project by EPC on Residential Energy Finance and the LMI Market that will take a close look at the market for residential energy efficiency and renewable energy loans to in order to increase the number and rate of the retrofits they facilitate.

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

In 2014, ACEEE launched a pilot program to test a variety of behavioral strategies to promote energy efficiency among tenants in low- to moderate-income multifamily housing in Takoma Park, Maryland. The program included behavioral messaging, events, educational information, and the distribution of energy saving devices. ACEEE measured energy use in the months before and after the pilot. The white paper includes these results, insights for the development of future behavioral change programs, and recommended engagement strategies for targeted communities.

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: 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: Heather Roth, Oracle
Publication Date: 2016

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

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: 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: American Council for an Energy-Efficient Economy; Energy Efficiency For All (EEFA)
Publication Date: 2016

The report analyzes data from the U.S. Census BureauÕs 2011 and 2013 American Housing Survey to determine energy burden values for 48 of the largest U.S. Cities. On average, low-income households pay 7.2 percent of household income on utilitiesÑmore than twice as much as the median household and three times as much as higher income households. If low-income housing stock were brought up to the efficiency level of the average U.S. home, this would eliminate 35 percent of the average low-income energy burden of low-income households. The second half of the report focuses on strategies for alleviating high energy burdens including policies and programs to increase the impact of energy efficiency initiatives in these 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: Low-Income Energy Affordability Network
Publication Date: 2016

This presentation describes non-energy benefits from energy efficiency upgrades in low-income households, draws from research on health and related benefits of the U.S. Department of Energy's (DOE) Weatherization Assistance Program (WAP), and tailors insights to Massachusetts.

Author: Three3, Inc.; NMR Group, Inc.
Publication Date: 2016

This study assesses and monetizes a sub-set of non-energy benefits experienced by recipients of energy efficiency services residing in income-eligible households in MA, including: reduced asthma; reduced cold-related thermal stress; reduced heat-related thermal stress; reduced missed days at work; reduced use of short-term, high interest loans; increased home productivity due to improvements in sleep; reduced carbon monoxide poisoning; and reduced home fires.

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: 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: Green & Healthy Homes Initiative
Publication Date: 2016

This literature review explores how residential energy efficiency and health interventions can confer positive economic, health, and environmental non-energy benefits at the individual and community level, thereby leading to significant savings while improving the quality of life and resiliency of low income households. The paper closes with policy recommendations to unlock the savings of non-energy benefits from smart energy efficient investments.

Author: Southeast Energy Efficiency Alliance; North Carolina Justice Center
Publication Date: 2016

Improving energy efficiency can make energy more affordable, transform unhealthy buildings into comfortable homes, and create thousands of jobs. While there are opportunities across the residential, commercial, and industrial sectors, some of the greatest need and most profound gains can be made in low- and moderate-income housing. This report outlines why focusing on energy efficiency programs to serve North Carolinians of modest means can return benefits to everyone across the state, and discusses many of the steps that can be taken to increase the adoption of energy efficiency in North Carolina.

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: 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: 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

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

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: 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: 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: 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: Natural Resources Defense Council
Publication Date: 2014

This fact sheet outlines the opportunities and challenges to be considered in expanding energy efficiency in the affordable multifamily housing sector. Making affordable rental housing more energy efficient is a cost-effective way to reduce energy consumption, maintain housing affordability, create healthier and more comfortable living environments for moderate- and low income families, and reduce pollution.

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

Communicate pertinent results of evaluations to program staff, partners, and stakeholders.

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

Identify and implement systems and tools that will support data collection and data quality necessary for effective evaluation.

Author: Environmental Justice
Publication Date: 2014

This paper found that improved health outcomes and more stable, productive homes in primarily African American, low-income neighborhoods are related to the mitigation of asthma triggers and home-based environmental health hazards and that upstream investments in low-income housing have the potential for generating sustainable returns on investment and cost savings related to improved health, productivity gains, and wealth retention due to energy conservation.

Author: Oak Ridge National Laboratory
Publication Date: 2014

This report describes and monetizes numerous health and home performance benefits attributable to the weatherization of low-income homes by the U.S. Department of Energy’s (DOE) Weatherization Assistance Program (WAP).

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.

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

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

Develop a strategy for communicating program impacts and benefits to key audiences to create and sustain support and engagement.

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

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

Establish program goals and objectives to clarify what you want your program to achieve and to guide program design and implementation over time.

Author: Economic Opportunity Studies (EOS)
Publication Date: 2014

In 2009, California utilities were authorized to spend $240 million for their low-income energy efficiency [LIEE] programs, an increase of 53% over 2008. Further increases are expected in each of the following two years. The utilities set about making state-required changes intended to deepen their LIEE programs‟ impact and widen their reach.

Author: Economic Opportunity Studies (EOS)
Publication Date: 2014

Pennsylvania’s Low Income Usage Reduction Program (LIURP) is a statewide, utility-sponsored, free residential energy usage reduction program designed to help low-income households lower their energy bills and reduce energy consumption through Weatherization and energy education services.

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.

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

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

Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.

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

Establish goals, objectives, and timeframes for your financing activities.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2013

This paper describes the changes in indoor environmental quality (IEQ) conditions (air quality and thermal comfort conditions) from health and home performance improvements in 16 apartments serving low-income populations within three buildings in different California climates and seasons.

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

Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.

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

Author: Energy Programs Consortium (EPC)
Publication Date: 2013

This Energy Programs Consortium report identifies barriers that have been found to increase investment in low income multi-family housing as well as current efforts to address those barriers and increase building owner investment. This report also identifies strategies for deploying public and provide sector resources that can be used to increase the effectiveness of current efforts to address energy efficiency barriers in the low income multi-family housing sector.

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: Natural Resources Defense Council
Publication Date: 2012

Improving energy efficiency significantly lowers energy bills, creates jobs, and reduces pollution – benefits which all utility customers enjoy. The benefits of efficiency may be greatest in California’s low income communities, however, where poorly weatherized homes, high unemployment rates, and proximity to fossil-fuel fired power plants are too often the norm.

Author: Adrianna Masuko, City of San Jose, California
Publication Date: 2012

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

Author: The Cadmus Group, Inc.
Publication Date: 2012

Pacific Power contracted with The Cadmus Group, Inc., to conduct impact and process evaluations of its Washington low-income weatherization program for the program period extending from March 2009 through February 2011. The impact evaluation assessed energy savings and cost-effectiveness associated with the program, and in doing so quantified select non-energy benefits. The process evaluation assessed program delivery and efficacy, potential bottlenecks, opportunities for improvements, and participants’ experiences and satisfaction with the program.

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: 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: 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: 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 integrating income-qualified programs into neighborhood sweeps.

Author: Lauren Swiston, Maryland Energy Administration
Publication Date: 2010

This presentation discusses workforce development experiences with residential energy efficiency programs in Maryland, including early successes, work with moderate-income populations, partnerships with utilities and colleges, challenges, and lessons learned.

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: Environmental Defense Fund
Publication Date: 2009

Report that identifies and evaluates the sufficiency of available financing options to help low-income populations, particularly communities that have been historically overburdened by air pollution (i.e., "environmental justice communities"), invest in resource-saving measures, such as energy efficiency and water conservation.

Author: KEMA Inc.
Publication Date: 2007

This report presents the findings of Phase 2 of the California Public Utilities Commission Low Income Needs Assessment Study. The results of the needs assessment suggest that, over time, the programs have effectively targeted and provided services to low-income households that have the greatest need.

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: KEMA Inc.
Publication Date: 2006

This paper presents the results of a comprehensive study of the energy-related needs of CaliforniaÕs low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.

Author: KEMA Inc.
Publication Date: 2006

This paper presents the results of a comprehensive study of the energy-related needs of California’s low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.

To develop strong and lasting partnerships, residential energy efficiency programs and their partners have identified shared goals and ways for partners to enjoy mutual benefits and advance each other’s missions. Robust partnerships take time to develop, and it helps to establish regular, consistent communication with partners by serving on steering committees or with stakeholder groups that meet regularly. Read more about how these strategies worked in the Better Buildings Residential...

Energy upgrades can make homes safer and reduce residents’ health risks. Because energy efficiency programs help improve residents’ quality of life, their missions are consistent with other organizations focused on public health, low-income housing, or local economic development. Following is a sample of how successful residential energy efficiency programs have leveraged the complementary benefits of energy efficiency to create new partnership opportunities and funding sources....