Presentation describing the Greater Cincinnati Energy Alliance program and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

Presentation describing the State of Michigan and Michigan Saves programs and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

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.

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

In this video interview segment, Tessa Shin of AFC First discusses the importance of including financing in the upgrade sales process.

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.

Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.

A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.

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.

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

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.

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

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.

Policy brief explaining what constitutes a qualified project under the QECB program.

This report addresses a key bottleneck for private capital: lenders declining to underwrite energy efficiency loans for multifamily housing because they lack confidence in energy savings. It presents findings from an analysis of 230+ buildings, assesses total savings achieved and savings as a percentage of projections, and provides a starting point for an underwriting methodology.

This presentation describes Washington's RePower program and lessons learned on community engagement as a driver of demand.

Presentation on the key programmatic elements of financing initiatives.

This report describes how customer usage data can help promote the adoption of retro-commissioning polices for public and private commercial buildings.

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

This market assessment for the Sarasota County (Florida) Energy Efficiency Upgrade Financing Program identifies the customers and potential demand for an energy efficiency upgrade financing program.

This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.

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

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

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

Connecticut's Neighbor to Neighbor Energy Challenge's perspective on their partnership with Northeast Utilities.

Presentation that focuses on grantee program-utility partnership models from the programs perspective.

Presentation that focuses on grantee program-utility partnership models.

This presentation describes STEP-UP Maryland's program and lessons learned about designing custom messages for specific markets.

This case study explains how Efficiency Maine provided contractor sales training to boost upgrade conversions.

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.

Find out how JEA successfully increased interest in its low-interest loan program beyond a short-term incentive.

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.

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.

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.

This whitepaper showcases how local governments and organizations promote energy efficiency through policies and program partnerships. Presents eight case studies from communities across the country, including two Better Buildings Neighborhood Program partners (Clean Energy Works Oregon (now Enhabit) and Energy Impact Illinois).

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.

This paper explores the drivers of energy use behaviors and the behavior‐based programs adopted by utilities charged with reducing the energy consumption of their residential and small commercial customers. It also presents researchable recommendations on how utilities can improve the effectiveness of behavior‐based energy programs.

This paper establishes the size of the potential retrofit market in the United States, and examines the emergence of new financing models that offer the promise of overcoming historical barriers to energy efficiency.

Highlights the EcoHouse Project Loan Program, which provides fixed interest rate loans as a tool for enabling energy improvements among households that are otherwise unlikely to be able to access affordable financing at market rates.

EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.

As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.

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

Case study highlighting San Diego's use of QECBs to finance a city lighting upgrade.

Case study highlighting Philadelphia's use of QECBs to finance energy efficiency upgrades for City buildings.

Presentation describing how Clean Energy Works Oregon (now Enhabit) works with financial partners.

This peer exchange call summary focused on strategies, challenges and opportunities in working with condominium owners and associations.

This peer exchange call summary focused on the strategies, challenges and key interaction points with the real estate sector.

This webcast describes how energy efficiency programs can use AmeriCorps National Civilian Community Corps Teams to help their missions.

This report provides policymakers with principles and recommendations to understand and manage concerns about bill and rate impacts resulting from requiring utilities to provide efficiency programs.

This policy brief describes how Austin Energy's Home Performance with ENERGY STAR program worked with its lending partner, Velocity Credit, to originate almost 1,800 loans, totaling approximately $12.5 million.

This market assessment for the Boulder County EnergySmart and City and County of Denver energy efficiency loan program identifies the potential loan customers and demand for an energy efficiency upgrade financing program.

Presentation explaining how Durham, North Carolina, implemented a neighborhood home energy upgrade program that achieved significant energy savings.

This market assessment for the City of Greensboro, North Carolina identifies the customers and potential demand for an energy efficiency upgrade financing program.

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.

This webinar presented the story of the successful stakeholder process in Arkansas which led to the state's 2007 "Quick Start" utility-administered energy efficiency programs, the expansion of Quick Start programs to comprehensive programs in 2009, and the adoption in 2010 of increasing annual energy efficiency goals for 2011-2013. General principles of a successful collaborative process by utilities, utility regulators, customers and customer groups, state agencies, energy efficiency and consumer advocates, and others was discussed.

This peer exchange call summary focused on a general overview and implementation plan of the PACE program.

This webcast highlights opportunities for community development finance institutions to partner with energy efficiency programs.

Survey for Minnesota home owners participating in Community Energy Services pilot program about their experience at their home visit.

One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.

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

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.

Describes program guidelines for EmPower Louisiana's Home Energy Rebate Option (HERO)-Existing Homes Program. Provides guidance to participants on how the EmPower Louisiana HERO Program will be implemented, and provides details on all aspects of the application and reporting process.

This report provides results, lessons learned and recommendations for driving energy efficiency in existing building on an urban scale based on the first year of the Energize Phoenix energy efficiency program.

This report examines the different types of financiers and their specific strengths, weaknesses, and areas of focus. Specifically, the paper addresses the different types of financing partnerships in the marketplace and offers a guide to their individual interests, risk tolerances, and place in the financial services industry.

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

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.

Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.

This webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.

Sample phone survey template for program contractors.

This sample phone survey template for program drop-outs, created by the Better Buildings Neighborhood Program, was designed for programs to find out why applicants that applied to participate in a program ultimately dropped out.

This sample phone survey template, created by the Better Buildings Neighborhood Program, was designed for programs to use with applicants who have been screened out from participating in a program.

This sample email survey template, created by the Better Buildings Neighborhood Program, was designed for programs to develop their own survey of successful program participants in order to assess customer experience.

This webcast provides basic information about power purchase agreements.

Fayette County, Pennsylvania completed a county-wide housing market analysis in 2005. The Fayette County Better Buildings program used information contained in the analysis to help inform its program design. For example, the program drew on information about the county's "patch" communities, which are towns constructed in the early 1900s by coal companies to house workers--to ensure that the program would address the unique conditions within these communities.

This peer exchange call summary focused on establishing the strategies, challenges and key topics related to financing for future peer exchange calls.

This webcast discussed financial program management.

Template for program administrators to fill out to help determine the goals and design of financing activities.

An Excel-based example of a financing program model.

An Excel-based example of a financing program model.

This webcast discusses financing program RFPs and contract terms and conditions.

Provides a framework for designing a financial program that accounts for market needs and barriers to success.

Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.

This webcast shares useful and effective strategies for getting local leaders to support local government's energy efficiency goals.

This simple paper-based dashboard template is a useful tool for developing internal and external reports for communicating on a regular basis key program activities and accomplishments.

Survey for consultants participating in Green Madison and Me2 programs about their experiences with the programs.

Survey for consultants participating in Green Madison and Me2 programs about their experiences with the programs.

Questionnaire for contractors participating in the Green Madison program about their overall experience, level of participation, training, and available resources.

This webcast offers information on successful marketing strategies, as well as design considerations and market research insights for creating and marketing successful projects in specific neighborhoods.

This report provides data from nationwide utility customer satisfaction surveys and two case studies to encourage utilities to offer high-quality energy efficiency programs and services for their customers.

Experimental design is often used to increase certainty about the actual impacts of a program and what strategies are worth repeating going forward. This webcast reviewed some experimental design techniques and gave examples of how they might fit into your programs.

This webcast explores how faith-based organizations and their partners have used energy efficiency as an organizing motivator to upgrade the institutional building and then members' homes.

Example loan loss reserve fund agreement.

Example loan loss reserve fund agreement.

An overview of ENERGY STAR remodeling options and the associated cost savings.

Outlines Philadelphia's EnergyWorks program's use of low-interest loans to incentivize homeowners by tying the interest rate to the number of energy efficiency measures incorporated into the home.

This webcast provides an overview of spreadsheet models available to help manage financing programs.