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.
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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.
This summary from a Better Buildings Residential Network peer exchange call focused on introducing and building interest in multi-family energy efficiency.
Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Washington, and details the type and efficiency of various components such as windows, insulation, appliances and type of heating fuel used in homes with each region of the state.
This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.
This presentation describes behavior-based energy efficiency programs and the results of the implementation of pilots from the Snohomish County PUD, Puget Sound Energy, and Clark Public Utilities. These program design features included home energy reports, web portals, and social media platforms.
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 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 gathering and communicating loan performance data.
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.
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 challenges, strategies and advantages of operating as a prime contractor.
This report explores the approaches and research needs identified in the Building Retrofit Industry and Market (BRIM) Initiative through in-depth discussion with residential energy upgrade experts including a discussion of Marketing & Outreach and the program/contractor interface.
This peer exchange call summary focused on the challenges, advantages and disadvantages of using a home scoring system.
This presentation from Clean Energy Works Oregon (now Enhabit) covers their "One-Stop Shop" Home Energy Remodel process where customers were guided through a four-step process: apply, assess, finance, and transform. This simple process gave customers access to a comprehensive package of services that included assistance from an independent energy advisor.
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 case study highlights Clean Energy Works Oregon's (now Enhabit) low interest, on-bill financing and alternative underwriting practices which have achieved a low rejection rate while also maintaining a low loan default rate.
This study focused on homeowner decision-making in response to home energy assessments, combined with the quality of the recommendations, the home energy assessment, and home energy labels. This report analyzes what assessments provide and what homeowners seem to want. It presents the results of a study of an existing home energy audit program pilot offered by Seattle City Light. From mid-2010 to late 2011, approximately 1,350 home energy assessments were completed in Seattle as part of Seattle City Light's program.
This peer exchange call summary focused on how to calculate and communicate program activities and results.
This document contains Clean Energy Works Oregon (now Enhabit) High Road standards for its statewide upgrade program; the standards are designed to ensure contractors do high-quality work, disadvantaged communities get new employment opportunities, and high-quality, family-supporting jobs are created.
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.
Concierge Programs for Contractors - They're Not Just for Consumers Anymore
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 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.
This report provides information on how energy use data access can help state governments lead by example through benchmarking and disclosing results and implement benchmarking policies for the private sector.
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.
This video describes how RePower benefited from coordinating with contractors from the very beginning.
This peer exchange call summary focused on how to engage, grow and identify challenges of small contractor businesses.
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.
Exploring Opportunities for Energy Efficiency as a Revenue Stream in the Forward Capacity Markets
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 paper explores ways in which program administrators are using social norms to spur behavior change and, as a result, curb energy use. In recent years, home energy reports (HER) programs have applied the concept of social norms to the energy efficiency context. These feedback programs inform customers of how their energy consumption compares to their neighbors' and provide other information about their usage, with the goal of enticing customers to change their energy use behavior to improve their relative neighborhood ranking.
This article, part of a series sponsored by Home Performance with ENERGY STAR, details the successes and lessons learned of the Neil Kelly Company. Over the past 63 years, the Neil Kelly Company has successfully navigated several economic downturns and has revamped its home performance division to emerge as a leader of sustainable building practices.
This peer exchange call summary focused on how to receive and evaluate feedback from customers and contractors.
This report presents key findings and recommendations from the process evaluation of Clean Energy Works Oregon's (now Enhabit's) energy efficiency financing program. Table 1 provides a good list of key process evaluation research questions which may help others scope comprehensive process evaluations.
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.
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.
In this video interview segment, Yvonne Kraus of Conservation Services Group describes how program and utility partnerships can co-benefit each other.
This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.
Homeowner data collection survey created by RePower.
Presentation on the key programmatic elements of financing initiatives.
Evaluation reports from the Seattle Community Power Works program. The city of Seattle worked to encourage efficiency upgrades for single-family and multi-family residences, small businesses, hospitals, and large commercial and municipal buildings.
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
This case study discusses how Clean Energy Works Oregon (now Enhabit) used performance-based incentives, limited-time bonus rebates, early financing approvals, and seasonal advantages to broaden its program reach and increase home upgrade completions.
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.
Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.
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.
Presentation describing how Clean Energy Works Oregon (now Enhabit) works with financial partners.
This data intake template spreadsheet provides a way to track home energy performance metrics.
This template, used by Clean Energy Works Oregon (now Enhabit), standardizes a number of forms that contractors fill out for the program.
This presentation shares how the Neighbor to Neighbor Energy Challenge collected and evaluated data and used the results to improve its program.
Authorization form to obtain household energy information.
This report highlights the impact of investment for Portland, Oregon in terms of high-quality job creation, equitable hiring, inclusive business opportunities, standardized training, and energy conservation.
Integrating Experimental Design Into Your Program
This report identifies issues associated with developing a national evaluation, measurement, and verification (EM&V) standard for end-use, non-transportation, energy efficiency activities.
This Washington State Department of Labor & Industries provides a short list of considerations and tips when hiring a contractor or remodeler.
REED serves as a dashboard for the consistent reporting of electric and natural gas energy efficiency program energy and demand savings and associated costs, avoided emissions and job impacts across the Northeast and Mid-Atlantic region. REED is a project of NEEP's Regional Evaluation, Measurement and Verification Forum (EM&V Forum) and is based on the EM&V Forum's Common Statewide Energy Efficiency Reporting Guidelines.
This report summarizes research assessing national and regional residential behavior-based energy efficiency (BBEE) programs and activities to identify best practices. The report emphasizes that a basic foundation for behavior change is providing energy consumers with feedback on their energy consumption, with customer engagement strategies and tactics employed to get customers to take action and drive greater levels of energy savings.
This report presents the results of a scoping study to assess the need for national databases that can support best practices in energy efficiency program evaluation, measurement, and verification (EM&V).
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.
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).
This peer exchange call summary focused on what energy efficiency programs are doing to target low- and moderate-income households.
This report describes how utility planning processes that allow demand-side resources to compete with supply-side resources can promote cost-effective energy efficiency.
This peer exchange call summary focused on available program interest rates and how to lower those rates.
This report identifies and discusses factors that should be considered in evaluating model choices for administering and implementing ratepayer funded energy efficiency programs.
The Connecticut Neighbor to Neighbor Energy Challenge developed this form for authorization to obtain household energy information.
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.
Courtesy of Clean Energy Solutions. This presentation provides an overview of topics related to building the workforce for energy efficiency programs, including market characterization, stakeholder engagement, training and certification, and community workforce agreements. It includes information on the experience of Clean Energy Works Oregon (now Enhabit) in Portland, Oregon.
A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.
This agreement outlines the goals, contractor standards, hiring standards, training program standards, and procedures for contractor participation in Seattle's Community Power Works program. As a "high-road" agreement, the employment and contracting standards are designed to ensure broad access to economic opportunities for all types of businesses and workers, support training on sustainable career paths, and ensure high-quality work.
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.
Clean Energy Works Oregon (now Enhabit) developed consumer profiles based on research the program conducted on its target audience.
Loan Loss Reserves: Lessons from the Field
This webcast highlights lessons learned from programs that have used loan loss reserve funds.