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Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
ShopSmart with JEA
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(s)
The Energy Foundation
Publication Date
Organizations or Programs
Enhabit,
Keystone Home Energy Loan Program (HELP),
Maryland Clean Energy Center Home Owner Loan Program,
Texas LoanSTAR,
Colorado ENERGY STAR Homes,
U.S. Department of Housing and Urban Development (HUD) Energy Efficient Mortgage Program,
U.S. Department of Housing and Urban Development (HUD) PowerSaver,
Community Preservation Corporation Green Financing Initiative,
New Resource Bank,
Sempra Utilities,
United Illuminating

Reviews and summarize energy efficiency financing models and strategies. Models are analyzed according to funding sources, program structures, limits to scale, repayment vehicles, and project risks. Strategies consider applicable building sectors, models, levels of establishment, growth potential, advantages, and disadvantages.

Author(s)
Institute for Market Transformation
Publication Date

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.

Author(s)
National Governors Association
Publication Date
Organizations or Programs
TakeCharge! Challenge,
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)

Many states have adopted policies intended to overcome the barriers that limit the more efficient use of electricity. Yet because such efforts have not addressed the lack of consumer information and motivation to improve efficiency, many opportunities for energy efficiency remain untapped. To help address that problem, states, utilities, and other energy efficiency service providers have begun to develop new approaches to informing and motivating customers based on behavioral economics and psychology research. This report describes three broad strategies that states can use to engage consumers' participation in energy efficiency programs: provide direct consumer information and feedback on energy use, influence social norms; and match messages and messengers to target audiences. Recommendations for actions that governors can take within the context of each of those three strategies are provided.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This report provides guidance and recommendations to help residential energy efficiency programs to more accurately estimate energy savings. It identifies steps program managers can take to ensure precise savings estimates, apply impact estimates over time, and account for and avoid potential double counting of savings.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses how programs can create more effective loan products by first identifying existing loan products and then working to make them better for homeowners and contractors.

Author(s)
Thomas Dolan, Home Performance Magazine
Publication Date
This article explores the opportunities for HVAC contractors to move into home performance and includes discussion from contractors and industry experts.
Author(s)
U.S. Department of Energy
Publication Date

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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergyWorks
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(s)
U.S. Department of Energy
Publication Date

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(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save
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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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(s)
U.S. Department of Energy
Publication Date

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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

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

Author(s)
Climate Solutions
Publication Date
Organizations or Programs
Hailey's Community Climate Challenge,
EnergySmart,
Eugene Water and Electric Board,
Community Energy Challenge,
Hailey's Community Climate Challenge,
Jackson Hole Energy Sustainability Project,
Knoxville,
TN,
Oberlin Project,
Energize New York,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Burlington Sustainability Action Team,
Gainesville Regional Utilities,
Hillsboro Solar Advantage,
Issaquah,
WA,
MPower Madison Program,
Solarize Pendleton,
Clear the Air Challenge,
Santa Fe,
NM,
West Union,
IA,
Sustainable Williamson,
CharlestonWISE,
City of Aiken,
SC,
City Green Initiative,
Kilowatt Cruncher Challenge,
Smarter Sustainable Dubuque,
Small Cities Climate Action Partnership,
City of Grand Rapids,
MI,
Town of GreenÞeld,
MA,
City of Keene,
NH,
Home Energy Affordability Loan (HEAL),
Clean Local Energy Accessible Now,
RichmondBuild Pre-apprenticeship Construction Skills and Green Jobs Training Academy

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(s)
Climate Solutions
Publication Date

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(s)
Research Into Action, Inc.,
NMR Group Inc.
Publication Date
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(s)
IndEco Strategic Consulting Inc,
Niagara Peninsula Energy Inc
Publication Date

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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
BetterBuildings for Michigan

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(s)
National Renewable Energy Laboratory
Publication Date

These standard work specifications define minimum requirements for upgrade work and can be used as an industry guide for workers, training instructors, and program administrators involved in the home performance industry.

Author(s)
U.S. Green Building Council
Publication Date

This is the first study to provide statistical evidence that, holding other factors constant, a green label on a single-family home in California provides a market premium compared to a comparable home without the label. The research also indicates that the price premium is influenced by local climate and environmental ideology. To reach these conclusions, researchers conducted an economic analysis of 1.6 million homes sold in California between 2007 and 2012, controlling for other variables known to influence home prices in order to isolate the added value of green home labels.

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

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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Vermont

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

Author(s)
Mike Rogers, OmStout Consulting, LLC
Publication Date

This article and recruiting presentation highlights reasons why it makes sense for an HVAC contractor to move into home performance, and provides program staff with key touch points to consider in considering potential contractor partners.

Author(s)
U.S. Department of Energy
Publication Date
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(s)
Innovation Network for Communities (Prepared for the Rockefeller Foundation)
Publication Date

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(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Austin Energy,
Bridgeport Housing Authority Energy Efficiency,
City of Pendleton,
OR,
Enhabit,
ClimateSmart Initiative,
Colorado ENERGY STAR Homes,
Connecticut Solar Lease,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Montana Alternative Energy Revolving Loan Program,
Palm Desert Energy Independence Program,
Sonoma County Energy Independence Program,
Sustainable Connections: Energy Challenge,
Texas LoanSTAR

This U.S. Environmental Protection Agency resource is intended to help state and local governments design finance programs for their jurisdiction. It describes financing program options, key components of these programs, and factors to consider as they make decisions about getting started or updating their programs.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

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

Author(s)
Lawrence Berkeley National Laboratory
Publication Date

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(s)
Southwest Energy Efficiency Project
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Enhabit,
Georgia How$mart,
Hawaiian Electric Company,
Kansas How$mart,
How$martKY,
Mass Save,
Public Service of New Hampshire,
Rural Energy Savings Program,
Sempra Energy Utilities,
United Illuminating

This report describes different approaches to energy efficiency finance taken by utilities.

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

Local governments can promote energy efficiency in their jurisdictions by developing and implementing strategies that improve the efficiency of municipal facilities and operations and/or encourage energy efficiency improvements in residential, commercial, and industrial sectors. The energy efficiency guides in this series describe the process of developing and implementing strategies, using real-world examples, for improving energy efficiency in local government operations (see the guides on local government operations, K-12 schools, energy-efficient product procurement, combined heat and power, and water and wastewater facilities), as well as in the community.

Author(s)
Home Energy Magazine
Publication Date

Article on how one company added a for-profit weatherization business to its nonprofit organization -- and how they now work successfully together.

Author(s)
North Carolina Energy Efficiency Alliance
Publication Date

This study provides statistically significant analysis that ENERGY STAR qualified new homes sell faster (i.e., fewer days on the market) and for higher prices (i.e., sell for higher prices, or sell for a greater percentage of the listing price, or have a higher price per square foot) than comparable nonqualified homes, providing valuable evidence that there is a market advantage for ENERGY STAR qualified homes.

Author(s)
Wisconsin Energy Conservation Corporation
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
EnergySmart,
Keystone Home Energy Loan Program (HELP),
Manitoba Hydro Power Smart Residential Loan Program,
Michigan Saves,
New York State Energy Research and Development Authority (NYSERDA),
Tennessee Valley Authority (TVA)

This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.

Author(s)
Oak Ridge National Laboratory
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Greater Cincinnati Energy Alliance (GCEA),
Neighborhood Energy Action Partnership,
WeatherizeDC
This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.
Author(s)
Oak Ridge National Laboratory
Publication Date

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.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy
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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit

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(s)
World Resources Institute
Publication Date
Organizations or Programs
ClimateSmart Initiative,
Efficiency Vermont,
Sonoma County Energy Independence Program

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

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

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(s)
National Home Performance Council
Publication Date

This paper describes the stakes and stakeholders involved in greening the MLS systems, analyzes the challenges involved, and summarizes what the green building stakeholder community can learn from a collaborative approach to greening MLS systems. This discussion concludes with a proposed framework for replicating collaborative stakeholder approaches, and suggests we are close to a breakthrough where states can now truly draw from the precedents to implement changes with speed and to scale.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Enhabit

This report presents results, recommendations, and case studies of energy efficiency financing programs.

Author(s)
Kira Ashby, Consortium for Energy Efficiency,
Monica Nevius, New York State Energy Research and Development Authority,
Bruce Ceniceros, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Pepco Holdings' Home Performance with Energy Audits Program,
Energy Trust of Oregon,
Public Service of New Hampshire,
PSE&G Whole House Energy Efficiency Program,
FortisBC’s 20/20 Challenge Program,
Focus on Energy

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(s)
Home Performance Resource Center
Publication Date
Organizations or Programs
Austin Energy,
Long Island Green Homes,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit

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

Flowcharts showing the key program elements (financing; workforce development; marketing and outreach; and data, evaluation; and reporting).

Author(s)
Emerald Cities Planning Committee
Publication Date
Organizations or Programs
Emerald Cities Collaborative,
City of Milwaukee Residents Preference Program,
City of Los Angeles,
CA,
Community Redevelopment Agency of Los Angeles,
Port of Oakland,
Cleveland University Hospital Vision 2010,
San Francisco Public Utilities Commission Water System Improvement Program
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(s)
National Action Plan for Energy Efficiency
Publication Date

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(s)
National Action Plan for Energy Efficiency
Publication Date
Organizations or Programs
Austin Energy,
New York State Energy Research and Development Authority (NYSERDA)

This report summarizes existing research and discusses current practices, opportunities, and barriers to coordinating energy efficiency and demand response programs.

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

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(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
City of Houston's Residential Energy Efficiency Program,
Energy Smackdown,
Hood River Conservation Project,
City of Houston's Residential Energy Efficiency Program,
Jasper Energy Efficiency Project,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Marshfield Energy Challenge,
New London Resource Project,
New York State Energy Research and Development Authority (NYSERDA),
Take Charge Challenge,
Twin Cities One Stop Program,
Efficiency Vermont,
WeatherizeDC

This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.

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

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(s)
Consortium for Energy Efficiency
Publication Date
Organizations or Programs
Ameren Illinois Utilities,
Avista Utilities,
BC Hydro,
Cape Light Compact,
All-Electric Home Performance Tune-Up,
Efficiency Vermont,
New Jersey Natural Gas,
Northeast Utilities Home Energy Solutions,
New York State Energy Research and Development Authority (NYSERDA),
PSE&G Whole House Energy Efficiency Program,
Vectren Energy Delivery's Home Energy Savings Program,
Focus on Energy

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP)
Table showing challenges, needs, strategies, and resources related to financing.
Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Policy brief outlining the HUD PowerSaver Pilot Loan Program.
Author(s)
Community Benefits Law Center
Publication Date
Organizations or Programs
Enhabit,
New Jersey Weatherization Assistance Program,
Delaware Weatherization Assistance Program,
Washington State Energy Program,
Community Power Works,
Santa Clara County AB811 Pilot Program

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(s)
Sandra K. Adomatis, SRA International
Publication Date

This article discusses valuing high performance houses in the appraisal process.

Author(s)
Green For All,
Center on Wisconsin Strategy
Publication Date

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(s)
Earth Advantage Institute
Publication Date

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(s)
National Action Plan for Energy Efficiency
Publication Date

This report highlights road-tested strategies, resources, and tools states can use to adopt cost-effective energy efficiency and clean energy programs for their buildings, facilities, and operations.

Author(s)
Marc Milin, ICF International,
Dean Gamble, ICF International,
Dale Hoffmeyer, U.S. Environmental Protection Agency
Publication Date
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(s)
U.S. Department of Energy,
U.S. Environmental Protection Agency
Publication Date

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.

Author(s)
National Renewable Energy Laboratory
Publication Date
Organizations or Programs
Texas LoanSTAR,
Utah Revolving Loan Fund for Schools,
Rhode Island Energy Revolving Loan Fund,
Ohio Energy Efficiency Revolving Loan Fund,
Montana Alternative Energy Revolving Loan Program,
Arizona Energy Loan Program,
Florida Conversion Revolving Loan Program,
Efficiency Kansas Revolving Loan Program,
North Carolina Energy Program
This report provides information for states intending to set up a new revolving loan fund for state energy programs.
Author(s)
Alliance to Save Energy
Publication Date
Organizations or Programs
Texas LoanSTAR,
Kansas Energy Efficiency Program,
Keystone Home Energy Loan Program (HELP)
This brief focuses on loan programs in 30 states that are currently providing low- to no-interest loans to finance energy efficiency improvements--from energy-efficient windows to replacement HVAC systems--in the residential, business, and public sectors.
Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report discusses the five standard tests used to assess the cost-effectiveness of energy efficiency, how states use the tests, and how the tests can determine the cost-effectiveness of efficiency measures.