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.
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This summary report provides scientific results, lessons learned, and recommendations for driving energy efficiency in existing buildings on an urban scale. It includes program marketing lesson learned, such as: personal outreach and call to action events are critical marketing opportunities.
Energy Efficiency and Conservation Loan Program Webinar Series: #1 Overview and Cost Effectiveness
This webinar is the first (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of the Energy Efficiency and Conservation Loan Program. It covers the requirements and benefits of the program and also discusses steps you can take to evaluate the cost effectiveness of energy program options.
Energy Efficiency and Conservation Loan Program Webinar Series: #2 Evaluation, Monitoring & Verification
This webinar is the second (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar covers the key concepts of Evaluation, Monitoring & Verification (EM&V), gives an overview of the full process, from estimating savings before programs are implemented to measuring and verifying the savings at the end. The webinar also covers EM&V framework, evaluation plans, technical reference manuals and measurement and verification studies.
Energy Efficiency and Conservation Loan Program Webinar Series: #3 Residential Energy Efficiency Deep Dive, Part One
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 and Conservation Loan Program Webinar Series: #4 Residential Energy Efficiency Deep Dive, Part Two
This webinar is the fourth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The second 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. This webinar focuses on data collection and continuous improvement, partnering with financial institutions, community-based outreach, and quality assurance of contractor work. It also features a case study from Jackson Electric Member Corporation about their audit tools, rebates and loans, tracking and reporting, and marketing and advertising strategies.
Energy Efficiency and Conservation Loan Program Webinar Series: #5 On-Bill Financing
This webinar is the fifth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar focuses on financing energy improvements on utility bills and features case studies about Roanoke Electric Cooperative's Upgrade to Save program and North Arkansas Electric Cooperative. It also provides information for programs seeking on-bill financing project assistance.
Energy Efficiency Cost-Effectiveness Testing
This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs. It also covers key drivers in the cost-effectiveness results and cost-effectiveness tools developed for the U.S. Department of Energy.
Energy Efficiency Cost-Effectiveness Testing Forecasting
This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs, key drivers in the cost-effectiveness results, and cost effectiveness tool developed for the U.S. Department of Energy.
Energy Efficiency Financing Programs: Financing Energy Improvements on Utility Bills
This webcast provides a market update and key program design considerations for on-bill financing programs.
Energy Efficiency Measure Cost Studies
This webcast discusses evaluation of costs for energy efficiency measures.
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.
Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.
This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.
This paper presents obstacles to increasing lender and consumer participation in energy efficiency financing identified by a group of small to mid-size lenders, and offers recommendations to the energy efficiency community to foster growth in the market for energy efficiency financing.
A calculator that converts greenhouse gas emissions into everyday equivalencies. It can be used to help clearly communicate information about energy savings initiatives aimed at reducing greenhouse gas emissions.
Evaluation of Missed Energy Saving Opportunity Based on Illinois Home Performance Program Field Data
This report builds and expands off of previous research by collecting and evaluating data from 800 Illinois Home Performance (IHP) retrofits. This study investigates homeowner measure package choices in the Illinois Home Performance with ENERGY STAR® (IHP) program compared to cost-optimal choices determined through Building Energy Optimization (BEopt™) modeling software.
Example credit application from Fayette County Better Buildings.
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
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).
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.
Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.
The Financing Program Decision Tool is for state and local governments just starting their clean energy financing programs. The tool provides information on the different types of financing available and helps users identify the best options for their program.
Defines key financing terms programs are likely to encounter when designing financing activities.
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.
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.
This publication presents examples of the value that insights from behavior analytics can provide to programs (as well as pointing out its limitations).
Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.
This summary from a Better Buildings Residential Network peer exchange call focused on strategies in building interest in and introducing energy efficiency to affordable housing.
This report analyzes four home energy report programs, and presents key insights about the long-term savings implications of these programs beyond the first years of operation and after the programs concluded.
Long-Run Savings and Cost-Effectiveness of Home Energy Reports
This webcast discusses the savings and cost-effectiveness of home energy reports programs.
This summary from a Better Buildings Residential Network peer exchange call focused on choosing and developing program evaluation.
The Model EM&V Methods Standardized Reporting Forms were prepared by the Regional Evaluation, Measurement and Verification Forum (‘the Forum’). The Forum embarked to create a model template that supports greater transparency of program administrator/state EM&V practices used to calculate EE savings via a straightforward, standardized EM&V methods ‘check list.’ This type of document is intended to help energy and environmental policy and market players readily understand and compare EM&V approaches used to estimate reported EE program savings to inform their specific needs.
The Multi-State Residential Retrofit Project is a residential energy-efficiency pilot program, funded by a competitive U.S. State Energy Program (SEP) award through the U.S. Department of Energy. The Multi-State Project operates in four states: Alabama, Massachusetts, Virginia, and Washington. During the course of this three-year process evaluation, Cadmus worked closely with NASEO and the four states to collect information about the programs from many perspectives, including: State Energy Office staff, program implementers, homeowners, auditors/contractors, real estate professionals, appraisers, lenders, and utility staff. This report discusses: the project’s context; its goals; the evaluation approach and methods; cross-cutting evaluation results; and results specific to each of the four states.
This evaluation plan for the New Hampshire Public Utilities Commission includes a market assessment framework which includes indicators of progress toward market transformation; evaluation recommendations for the 2015-2016 program implementation period; and a 6-year evaluation plan for each program or customer sector.
This evaluation and research plan sets out a proposed process for establishing and executing a detailed evaluation and research plan for New Jersey's Clean Energy Program.
This memo provides a review of the New Jersey Comfort Partners Energy Saving Protocols, recommends changes to the calculations and additional calculation protocols for measures not included, and calculates engineering estimates for those proposed energy savings formulas.
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
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.
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.
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.
Example proposal evaluation scoring sheet to rank qualifications of financial institution bidders for energy efficiency upgrade loan programs.
This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.
A sample for defining and elaborating on the specifics of a clean energy loan program.
A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.
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.
Data release form that allows the Connecticut Clean Energy Finance and Investment Authority (CEFIA) to obtain customer utility account and actual energy usage data, energy costs, underwriting and loan repayment records, and data on energy savings measures installed.
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.
Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.
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.
This report presents the underlying barriers and drivers of successful efficiency programs, deliberates upon what financing roles are most appropriate for SEEA involvement going forward, and quantifies the opportunity for energy efficiency financing in the Southeast going forward.
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.
This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.
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.
This presentation explains the importance of data collection and analysis for residential energy efficiency programs, common challenges related to data collection, and best practices for effective data collection and use.
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.
The Best Practices Self-Benchmarking Tool can be used to identify in your own programs their strengths, areas of improvement needed, and strategies for improving them, based on the results of the Best Practices Study.
This report presents the impact evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).
This report presents the phase 1 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).
This report presents the phase 2 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).
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.
This summary from a Better Buildings Residential Network peer exchange call focused on energy benchmarking and building disclosure policies.
This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.
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).
Efficiency Maine developed this online portal, where many of its program forms are available for download (e.g., program overviews and manuals, participation agreements, and related application materials).
Flier that summarizes energy efficiency financing offered by Xcel Energy's financing partners.
This report provides an independent analysis of the job creation impact of DOE's investment in energy efficiency programs, from 2010 to 2013. The analysis calculates the job creation results that would have occurred in the Southeast, based on the prevailing economic conditions from 2010 to 2013, had DOE invested in sectors other than energy efficiency.
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.
This report provides an independent analysis of the economic performance of SEEA's 13-city, U.S. Department of Energy-funded energy efficiency upgrade consortium from 2010 to 2013. It estimates the net impacts of SEEA's energy efficiency programs on the economy of the southeast region as a whole, and on the economies of the states with participating programs.
This resource is designed to help new users to ENERGY STAR Portfolio Manager get started with benchmarking.
Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.
Evaluation of the Efficiency Maine Trust Residential Direct Install Program: Final Evaluation Report
This guide provides practical guidance for designing, implementing, and managing a green revolving fund (GRF) at a college, university, or other institution.
This case study highlights the Help My House Pilot Program conducted in South Carolina by Central Electric Power Cooperative that included on-bill financing.
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.
This report presents impact evaluation results for the Energy Savers program for large multi-family buildings. The Energy Savers program is run by CNT Energy and Community Investment Corporation. Initiated in January 2008 and now in its fifth year of existence, the Energy Savers program involves a variety of services to promote energy efficiency improvements for multi-family residential buildings of 5-50 units in the affordable housing market segment.
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.
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.
This peer exchange call summary focused on lender-based fees and sharing costs with lending partners.