Cost-effectiveness evaluations compare energy efficiency's benefits and costs to judge whether to expand, retain, revise, or eliminate efficiency programs or specific measures. This presentation discusses the basics of cost-effectiveness assessments for utility customer-funded efficiency portfolios as well as issues and options that should be considered when assessing cost-effectiveness, selecting which test(s) to use, and quantifying the components of tests (e.g., non-energy impacts, measure costs).

The Better Buildings Financing Navigator is a web-based tool designed to help private and public sector organizations discover financing solutions for energy efficiency projects that meet their unique needs. Through the Financing Navigator, multi-family building owners, facility and energy managers, and other decision-makers can connect with financiers, including banks and financial institutions, to pursue energy-saving measures.

This guidance document provides background and instructions for program administrators to use the data collected by smart thermostats to calculate energy savings for a program.

This report consists of a literature review and in-depth interviews with subject matter experts in the Home Performance with ENERGY STAR (HPwES) program area. The goal was to compare Delaware Sustainable Energy Utility (DESEU) HPwES Programs with peer-programs across the United States. The report also identifies key metrics and emerging trends regarding program design.

Delaware Sustainable Energy Utility (DESEU) completed a process evaluation to assess the overall effectiveness of program operations. Evaluation activities included reviewing program materials, assessing the program flow, conducting in-depth interviews with program staff and implementers, and conducting surveys with contractors and customers. This report summarizes the key findings and recommendations from these process evaluation activities.

This RFQ from Delaware Sustainable Energy Utility (DESEU) seeks an implementation firm that can deliver the Home Performance with ENERGY STAR (HPwES) Program cost-effectively for a three-year period.

This presentation describes how PG&E is using advanced metering infrastructure (AMI) to enhance their advanced home upgrade whole-house retrofit program, on-bill financing, and residential pay for performance (P4P) program.

This report provides an annual savings claim summary and includes case studies and customer testimonials from homeowners, towns, and businesses that Efficiency Vermont served in 2016.

With project funding from Energize NY PACE and incentives from NYSERDA's Multifamily program, Natlew Corporation was able to make energy efficiency upgrades to their multifamily affordable housing complex in Mount Vernon, NY.

This presentation provides an overview of energy efficiency financing for low- and moderate-income households, including a sector overview, consumer protections, financing products, and lessons learned.

This presentation provides an overview of the Energy Savers program for affordable rental housing, its loan structure, and lessons learned.

This Better Buildings Residential Network Toolkit provides practical guidance and resources for residential energy efficiency programs to expand their understanding of evaluations and incorporate learning as a critical component of their analysis. By embedding learning into the evaluation process, programs are able to create a continuous cycle of planning and improvement that leads to greater overall program impact.

PACE Equity worked closely with CRE Investment Financing to develop and fund a new construction, micro-apartment project in the Sloans Lake area of Denver. This project is the first new construction PACE project in Colorado, as well as the first PACE project completed in Denver.

This presentation covers how the City of Columbia, Missouri, is going deeper with their data to shape how all members of their community use energy. It also shows CoMO Energy Challenge's custom data mapping tool.

This summary from a Better Buildings Residential Network peer exchange call focused on innovative approaches to increase contractors' work quality through feedback reports and contractor ranking, decrease quality assurance costs through remote quality assurance, and improve contractor engagement. It features speakers from Consumers Energy, Enhabit, and DOE.

This toolkit is a comprehensive guide to utility benchmarking for the multifamily sector. Benchmarking 101 describes the benefits of tracking utility data and explains how to begin the process. Utility Benchmarking Step-by-Step outlines a six-step approach to utility benchmarking. Policies and Programs summarizes utility benchmarking requirements for HUD programs, opportunities for financial assistance, and HUD programs that support green retrofits.

This presentation covers the National Standard Practice Manual (NSPM) which provides a comprehensive framework for cost-effectiveness assessment of energy resources, with a focus on energy efficiency. The manual describes the principles, concepts, and methodologies for sound, balanced assessment of resource cost-effectiveness.

This document defines consumer protection policies for California's statewide Open PACE program, which is implemented at the local level for residential and commercial property owners. Property assessed clean energy (PACE) programs enable homeowners to finance energy efficiency, renewable energy, and water efficiency improvements. These recommended consumer protection policies can help guide PACE Program implementation to ensure homeowners realize maximum benefit.

This presentation introduces the Energy Programs Consortium report, Residential Property Assessed Clean Energy (R-PACE) - A Primer for State and Local Energy Officials. It also covers R-PACE statistics, program details, comparisons with other financing options, and consumer protections.

This presentation covers control technologies, such as smart thermostats, and the opportunities they provide for program evaluation, monitoring and verification.

SWEPCO's Authorization to Release Information Form is used to release a customer's historical electric usage to a gridSMART Network Contractor.

This presentation describes how programs have leveraged data to increase program energy savings, with a spotlight on advanced and real-time monitoring and verification (M&V 2.0), contractor scorecards, and intelligent quality assurance (QA) and monitoring.

The Energy Data Accelerator Toolkit is a collection of resources featured in the Better Buildings Solution Center that will enable other utilities and communities to learn and benefit from the work of the Accelerator. It describes the best practices that enabled cities, utilities, and other stakeholders to overcome whole-building data access barriers.

This summary from a Better Buildings Residential Network peer exchange call focused on how organizations can utilize energy modeling tools like the Asset Score for multifamily buildings into their program offerings, narrow the gap between predicted and actual energy savings, and use program data to increase program productivity and quality. It features speakers from Pacific Northwest National Laboratory, American Council for an Energy-Efficient Economy, and OptiMiser.

This webinar covers evaluation, measurement and verification (EM&V) for energy efficiency programs and projects. In addition, it covers key areas such as savings estimates and how energy savings are measured.

This document provides updated best practice guidelines to help implement the Policy Framework for PACE Financing Programs, initially announced on October 18, 2009. DOE has developed these revisions to the original “Guidelines for Pilot PACE Financing Programs,” initially issued on May 7, 2010, to reflect the evolving structure of the PACE market and incorporate lessons learned from various PACE programs that have been successfully implemented. The revised and updated guidelines focus specifically on best practices and guidelines for residential PACE financing programs.

This document summarizes the findings of a Pacific Northwest National Laboratory analysis on how whole-building data aggregation thresholds statistically affect customer privacy.

The Building Energy Data Exchange Specification (BEDES, pronounced "beads" or /bi:ds/) is designed to support analysis of the measured energy performance of commercial, multifamily, and residential buildings, by providing a common data format, definitions, and an exchange protocol for building characteristics, efficiency measures, and energy use.

This report is a guide to all customer-facing financing products—products offered by a lender directly to a borrower—used to pay for energy efficiency. Intended for state and local governments that are deciding whether to start a new program, tune up and existing program, or create a Green Bank, it provides information on the full range of financing product options for target participants, the tradeoffs of various products, and potential advantages and disadvantages for different types of customers.

This summary from a Better Buildings Residential Network peer exchange call focused on how organizations can diversify and grow new revenue streams and types of financing approaches used to make resources stretch further and help homeowners finance upgrades. Speakers include Connecticut Green Bank, Sealed, and Craft3.

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing.

This summary from a Better Buildings Residential Network peer exchange call focused on using international energy trends to inform programs in the United States.

The energy efficiency reporting tool for public power utilities is an Excel-based template is designed to produce consistent, useful metrics on program investments and performance for small to medium-sized administrators of public power efficiency programs.

This online tool was designed to help Americans save money and energy by improving the energy efficiency of their homes through recommended, customized, and prioritized home improvement projects. The tool guides homeowners through a do-it-yourself energy assessment to create an ENERGY STAR home profile. Based on the newly created profile, the tool provides customized, prioritized recommendations for improvements. From these recommendations, users can create their own to-do lists of projects and update their home profiles over time as they make improvements. The home profiles can also be printed and used as a marketing advantage when homeowners sell their homes.

This case study features New York City Energy Efficiency Corporation (NYCEEC), a member that focuses on financing energy efficiency and clean energy upgrades for multifamily buildings in the city and surrounding communities.

This summary from a Better Buildings Residential Network peer exchange call focused on obtaining and using energy efficiency data through tools like the Green Button, smart connected thermostat pilots, and operational ratings of homes to evaluate and/or enhance programs.

This document provides guidance on how policymakers, utilities, and regulators should approach whole-building data access to maintain the confidentiality of utility customers.

Ivy Knoll Senior Retirement Community used PACE financing to make significant building improvements of systems that were outdated or energy inefficient. Through PACE financing, Ivy Knoll management was able to select improvements that had the highest energy savings but also came with higher upfront costs for the 7-story, all-electric building.

This paper analyzes Bank of America's $55 million initiative to provide low-cost funding and grant support to advance energy efficiency investment in low- to moderate-income communities. The funding supported community development financial institutions (CDFIs) in developing and enhancing efficiency programs for residential, commercial, and multifamily buildings. We report on loan performance, energy savings, and the degree to which the savings offset the cost of the energy efficiency investment.

Take you on a tour of the U.S. Department of Energy’s Better Buildings Residential Program Solution Center content and functionality and explore how you can use the Solution Center to help design, implement, and evaluate residential energy efficiency programs. Program examples focus on contractor engagement and workforce development. Learn how to support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, and refining program processes over time.

Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.

National Housing & Rehabilitation Association has collected a number of energy efficiency factsheets and resources on their Preservation Through Energy Efficiency Initiative Library.

This presentation discusses the energy efficiency reporting tool for public power utilities. The tool is an Excel-based template is designed to produce consistent, useful metrics on program investments and performance for small to medium-sized administrators of public power efficiency programs.

This presentation discusses process management improvements that Arizona Public Service made to streamline their program and advance home energy upgrades.

This Better Buildings Residential Program Solution Center presentation covers how you can use the Solution Center to help design, implement, and evaluate your residential energy efficiency program. In this presentation you will learn how programs have successfully used financing to complete more upgrades and strategies for you to consider for your own program. 

Better Buildings Energy Data Accelerator (BBEDA) partners Salt Lake City, the investor-owned electric utility Rocky Mountain Power (RMP), and the investor-owned natural gas utility Questar worked with community stakeholders throughout 2014 and 2015 to design and implement a data access solution. As a result, RMP created a data access portal for its customers in 2016, and Questar is working toward a data access solution that will be operational by 2017.

This resource, provided by DOE, presents energy market information to help state and local governments plan and implement clean energy projects. The resource also includes a local energy toolbox that provides a cataloged, customizable list of actions to help local communities make strategic energy decisions.

This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.

This report is targeted at both policymakers and program administrators who are less familiar with secondary markets and their significance in the energy efficiency context, as well as those that are more familiar with these concepts and may be actively considering secondary market strategies. It covers how efficient access to capital from secondary markets -- reselling energy loans to investors to replenish program funds -- is being advanced as an important enabler of the energy efficiency industry “at scale.”

This report presents an analysis of data for residential single-family projects reported by 37 organizations that were awarded federal financial assistance (cooperative agreements or grants) by the U.S. Department of Energy’s Better Buildings Neighborhood Program. The report characterizes the energy-efficiency measures installed for single-family residential projects and analyzes energy savings and savings prediction accuracy for measures installed in a subset of those projects.

This handout summarizes the key lessons learned regarding financing contained in the Better Buildings Residential Program Solution Center.

Volume 1 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013.

Volume 2 of the Better Buildings Neighborhood Program Evaluation Report comprises a measurement and verification process, as well as billing regression analysis on projects with sufficient utility bill data, to determine gross verified savings.

Volume 3 of the Better Buildings Neighborhood Program Evaluation Report statistically identifies factors associated with successful residential energy upgrade programs using a survey sampling, cluster analysis, and multivariate regression approach.

Volume 4 of the Better Buildings Neighborhood Program Evaluation Report assesses the degree to which the Better Buildings Neighborhood Program met its process goals and objectives to identify the most effective program design and implementation approaches.

Volume 5 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013.

Volume 6 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013. This volume includes case studies that describe successful strategies that programs used during the evaluation period.

This case study interview shares how GTECH (Growth Through Energy and Community Health) Strategies, a Better Buildings Residential Network member, developed and maintains strong strategic partnerships with trusted local companies and organizations to meet a shared goal of completing 100 home energy upgrade projects.

This presentation includes a series of case studies to highlight effective efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income households. It explores the topic of linking and leveraging EE/RE programs for limited-income households, including the need to coordinate with other energy assistance programs.

This presentation describes the Better Buildings Neighborhood Program evaluation findings, including goal and objective attainment, energy and CO2e impacts, program implementation lessons learned, market effects findings, and recommendations.

This summary from a Better Buildings Residential Network peer exchange call focused on innovative financing approaches programs are using to support residential energy efficiency.

This website provides an overview of financing as it pertains to state, local, and tribal governments who are designing and implementing clean energy financing programs. Residential financing tools include residential PACE (R-PACE), on-bill financing and repayment, loan loss reserves and other credit enhancements, revolving loan funds, and energy efficient mortgages.

This webinar covers an Evaluation, Measurement, and Verification (EM&V) 2.0 topic about savings measurement software that provides results in real time.

This webinar is the sixth (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 Solar Photovoltaic (PV) Opportunities and the Energy Efficiency and Conservation Loan Program. It features the New Hampshire Electric Co-op's Solar PV Program and SunShot Solar Outreach Partnership (SolarOPs). SolarOPs is a U.S. Department of Energy program designed to increase the use and integration of solar energy in communities across the US.

This presentation covers the New York On-Bill recovery financing, Home Energy Lending Program's (H.E.L.P.) loan program, and California energy efficiency financing products.

This guide provides recommended benchmarking metrics for measuring residential program performance.

This presentation focused on the Guide for Benchmarking Residential Program Progress with Examples and its step-by-step guidance for setting up an effective benchmarking process.

This summary from a Better Buildings Residential Network peer exchange call focused on standardization of effective practices across a program territory.

Information and communications technologies (ICT) can automate and transform the evaluation, measurement, and verification (EM&V) of energy efficiency programs. ICT enables the remote monitoring and sophisticated analysis of energy usage, increasing the speed and scale of many EM&V activities. This report reviews traditional EM&V practices, explores new enabling technologies including the Internet of Things and remote building analysis, and describes the application of ICT to each stage of the EM&V process. The report then projects ways forward through a number of challenges (e.g., data overload) and concludes that ICT-enabled EM&V could eventually change the design of efficiency programs and the responsibilities of program administrators, implementers, and evaluators.

Home Performance with ENERGY STAR’s new HPXML Implementation Guide helps energy efficiency program administrators and software developers overcome fragmented data exchange by integrating HPXML (home performance extensible markup language) into their operations and products. HPXML is a set of common definitions for the attributes of home systems based on Building Performance Institute data standards and the computing language that facilitates the quick and easy transfer of home-related data between different markets.

This is a recording of a webinar from August 2015. Home Performance with ENERGY STAR hosted a panel on HPXML; the value it can bring to businesses and implementation methods. Interested organizations can use this resource to learn more about HPXML and its potential benefits.

This summary from a Better Buildings Residential Network peer exchange call focused on approaches to incorporate weather data into energy savings calculations.

The purpose of this report is to demonstrate the potential for HEMS as an evolving avenue to deeper residential energy savings, and it explains, in detail, the variations and characteristics of HEMS; what the market is and who the major market players are; what the major barriers to implementation look like; and finally, it attempts to outline potential program solutions with HEMS at the core of the strategy.

Home Performance (HP) XML is transforming the way home energy upgrade programs collect and transfer information from one software system to another, leading to improved contractor satisfaction, lower administrative costs, and technological advancements in the home performance industry. This presentation provides an overview of HPXML and its benefits, and discuss how the data standard is facilitating technological and process improvements among home energy upgrade programs and software developers in the United States.

The benefits of energy efficiency extend beyond energy savings. Homes, commercial buildings, and industrial facilities gain comfort, health, and safety benefits from energy efficiency programs. Additional benefits for businesses include savings on maintenance, materials, and the costs of regulatory compliance. On the supply side, electric utilities enjoy reduced system costs. Focusing on the residential, business, and utility sectors, this report examines each of these multiple benefits, their role in program marketing, and current best practices for including them in cost-effectiveness testing.

The State Energy Efficient Appliance Rebate Program (SEEARP) reports database includes rebate reports (xls) and summary factsheets (pdf) from states and territories that participated in SEEARP. The successes and challenges of SEEARP provide valuable lessons for designing and running a consumer-focused appliance rebate program.

Program Design Lessons Learned (Volume 1) draws on the insights DOE gathered from its more than 4 years of administering State Energy Efficient Appliance Rebate Program (SEEARP) and analyzing the nearly 1.8 million rebates and the associated reporting from the 56 state and territory programs.

Program Results (Volume 2) includes program impacts reports summarizing individual state and overall results of the State Energy Efficient Appliance Rebate Program (SEEARP)

New advanced Information and Communications Technologies (ICT) are pouring into the marketplace and are stimulating new thinking and a shift in the energy efficiency EM&V paradigm. These emerging technologies, including advanced data collection and analytic tools, are purported to provide timely analytics on program results and efficacy. This report reviews how new data analytic tools serve to help identify savings opportunities and engaging customers in programs like never before, and explores the potential for advanced data collection (e.g. AMI, smart meters) and data analytics to improve and streamline the evaluation process.

Among the many benefits ascribed to energy efficiency is the fact that it can help create jobs. Although this is often used to motivate investments in efficiency programs, verifying job creation benefits is more complicated than it might seem at first. This paper identifies some of the issues that contribute to a lack of consistency in attempts to verify efficiency-related job creation. It then proposes an analytically rigorous and tractable framework for program evaluators to use in future assessments.

This paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.

This case study presents information about the AlabamaWISE program. It includes background information, approaches the program took to enhance home energy efficiency, and results achieved by the program.

Presents the loan loss reserve guidelines for the Arkansas Residential Energy Efficiency Loan Loss Reserve Program.

This resource provides best practices and highlights case studies for how utilities, policymakers, building managers, and community stakeholders can improve access to energy usage data while working towards the goal of improving efficiency in their communities.

This document summarizes top takeaways shared by Better Buildings Residential Network members on Peer Exchange Calls, from tips to collaborating with utilities to cost-effective rebate models.

This Better Buildings Residential Network Partnerships Toolkit includes templates, tools, guides, and examples to help energy efficiency organizations engage in partnerships that leverage resources and strengthen their programs.

The Better Buildings Residential Network hosts a series of Peer Exchange Calls for members to discuss similar needs and challenges, and to collectively identify effective strategies and useful resources. This document provides a sample of lessons learned shared by members during Peer Exchange Calls held in fall 2014.

The California investor-owned utilities -- Pacific Gas and Electric (PG&E), Southern California Edison (SCE), Southern California Gas (SoCalGas), and San Diego Gas & Electric (SDG&E), referred to collectively as the IOUs or Joint Utilities -- are designing seven energy efficiency financing pilot programs at the California Public Utilities Commission’s (CPUC's) direction. To help inform the pilot design process and subsequent evaluation efforts, this report summarizes a comprehensive review of 15 existing financing programs representing noteworthy program models across the United States and around the globe.

This publication advances the growth of energy efficiency finance and renewable energy finance markets in the United States by providing industry news, building professional dialogue, and fostering innovation. The forum includes: original feature articles covering cutting-edge topics and conferences; a biweekly newsletter of curated and original content; online conversations among experts in the field; and opportunities to register for webinars and other events

This document was prepared by the Regional Evaluation, Measurement and Verification Forum Cost-effectiveness screening for energy efficiency investments is fundamental to customer energy efficiency programs. It is, in essence, the benefit-cost analysis framework that helps stakeholders – including utility regulators, program administrators, and other policymakers –determine which types of energy efficiency investments represent net beneficial investments for ratepayers according to what is in the public interest based on the state’s energy policies.

This report provides an overview of credit enhancements available, such as loan loss reserves, loan guarantees, debt service reserve funds, and subordinated capital. It also discusses key issues related to credit enhancement, examples of how others have successfully implemented credit enhancements as part of their energy efficiency financing programs, and additional information on existing resources that provide further information on credit enhancement design and implementation.

This presentation summarizes the non-energy benefits of energy efficiency, and how they can be used to drive uptake of energy efficiency measures. State examples are included.

This form is used to itemize energy conservation measures as an eligibility requirement under Efficiency Maine's Home Energy Savings Program.

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.

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.

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.

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.

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.

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.

The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.