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

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

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

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

The downloadable Self-Scoring Tool gives you the ability to score the energy efficiency efforts of your community and compare it against your peers. By answering a series of questions, you will obtain a numerical score indicative of your community’s progress toward enacting and implementing sound energy programs and policies.

This peer exchange call summary focused on combining energy efficiency and health services.

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

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

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

The document provides best practices and guidance for conducting the energy analysis required for multifamily (MF) building energy improvement projects funded by the various programs of the Maryland Department of Housing and Community Development. The intended audience includes energy auditors, building owners and operators, contractors, designers, architects, engineers, and energy efficiency consultants and program staff.

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

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

This summary from a Better Buildings Residential Network peer exchange call focused on how to create and track program benchmarks.

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits and challenges of program automation.

This summary from a Better Buildings Residential Network peer exchange call focused on how to market energy efficiency as a socially responsible investment. 

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

This presentation answers the questions of why and how to quantify the air quality impacts of energy efficiency policies and programs.

This presentation includes a brief Introduction to Northeast Energy Efficiency Partnerships (NEEP) and the Regional Evaluation, Measurement and Verification Forum (EM&V Forum), Regional Energy Efficiency Database (REED) development and content, and how to access the REED reports and underlying data.

This presentation provides guidance to contractors on business fundamentals, marketing and lead generation, successful consultative selling and closing, and measuring and improving performance.

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

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

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

This summary from a Better Buildings Residential Network peer exchange call focused on creating and sustaining contractor interest in a program.

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

The State and Local Energy Efficiency Action Network (SEE Action) Evaluation, Measurement, and Verification (EM&V) Resource Portal serves as an EM&V resource one-stop shop for energy efficiency program administrators and project managers. The resources focus on tools and approaches that can be applied nationwide, address EM&V consistency, and are recognized by the industry.

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

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

This summary from a Better Buildings Residential Network peer exchange call focused on trends in contractor conversion rates.

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

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

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

This peer exchange call summary focused on the challenges, advantages and disadvantages of using a home scoring system.

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

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

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

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

This presentation describes the qualities and skills of successful home performance sales people.

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

This peer exchange call summary focused on how to calculate and communicate program activities and results.

This presentation discusses how appraisers assess green building elements in their real estate estimates.

Primer for Clean Energy works Portland financial offering. Includes loan term and rates, transfer of ownership, and underwriting criteria to expand access to financing for low-income residents.

A tool that estimates the air quality, human health, and related economic co-benefits (such as energy efficiency) of initiatives that reduce air emissions.

This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.

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

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

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

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

This presentation provides lessons to ensure effective incentive structures.

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

Efficiency Maine created a code of conduct for contractors to follow when working in homes. The code is available for download on the Efficiency Maine website, and dictates guidelines for respecting homeowners' property and communicating with the homeowner about appropriate information. Users on the Efficiency Maine website can search a list of vendors that have agreed to follow the code.

This peer exchange call summary focused on how to engage, grow and identify challenges of small contractor businesses.

A tool that provides information on the air emissions attributable to the electricity used in a home or business during one year, along with a description of what these numbers mean in everyday terms and information on how to be more energy efficient or buy green power.

This peer exchange call summary focused on receiving and tracking data for evaluation.

This peer exchange call summary focused on the structure and recommendations for small commercial financing programs.

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

This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.

This toolkit provides information about including and using relevant green data fields in the MLS. This information can help buyers quickly find green homes; make it easy to promote the special features of a green home; and support comparisons when it is time to appraise a green home.

This report covers how to create high road standards and use the momentum of energy sector projects to create safe, well-paying, long-term careers for a diverse group of people. It includes case studies on Community Power Works in Seattle, Washington, and Clean Energy Works Oregon's (now Enhabit's) efforts to use community high road agreements.

Presentation that discusses the Home Energy Score Program.

This peer exchange call summary focused on how to receive and evaluate feedback from customers and contractors.

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

Presentation about the pro forma to evaluate the impact of program marketing on contractor revenue developed by the National Home Performance Council.

This peer exchange call summary focused on the challenges, opportunities and solutions of program sustainability.

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

This peer exchange call summary focused on developing field training and mentoring programs for newly hired contractors.

An example of a detailed and thorough implementation guide written for the Michigan Saves program.

This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.

To deliver the most effective residential energy efficiency programs possible, NYSERDA implemented a quality assurance process to verify that projects meet all program requirements while maintaining healthy and safe conditions for the occupants.

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

Tool to evaluate contractor impacts on program revenue.

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

This peer exchange call summary focused on planning and conducting evaluations.

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

Homeowner data collection survey created by RePower.

Presentation on the key programmatic elements of financing initiatives.

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

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

This peer exchange call summary focused on timing program demand with seasonal fluctuation (e.g., contractor schedules, seasonal lulls).

This peer exchange call summary focused on strategies and challenges of getting household energy data.

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

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

This peer exchange call summary focused on activities to streamline service delivery to customers.

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

Presentation summarizing the important elements needed to induce and sustain contractor participation in home performance programs.

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