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.

Homeowner data collection survey created by RePower.

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.

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 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 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 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.

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.

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 resource is intended to help state energy, environmental, and policy makers identify and quantify the many benefits of clean energy to support the development and implementation of cost-effective clean energy initiatives. It also identified the multiple benefits of clean energy and explains why they should be quantified and considered along with costs.

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.

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

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

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.

Authorization form to obtain household energy information.

This peer exchange call summary focused on how to gather data for evaluation and reporting.

This peer exchange call summary focused on aggregating, reporting and evaluating information.

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.

This webcast discussed developing an Evaluation Measurement and Verification Plan for energy efficiency programs, including the collection of data and analysis of program performance.

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 describes different approaches to energy efficiency finance taken by utilities.

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

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.

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 presentation introduces new users to ENERGY STAR Portfolio Manager and how to get started with benchmarking.

Sample Request for Proposals (RFP) was issued by Lawrence Berkley National Laboratory for a process and impact evaluation for the U.S. Department of Energy's Better Buildings Neighborhood Program.

This process guide includes information on capturing comments from open-ended survey questions and generating actionable items for program improvement.

Example loan loss reserve fund agreement.

This document constitutes the final report for the 2009-2010 process evaluation of the Low Income Energy Efficiency (LIEE) program operated by the four investor-owned utilities (IOU) of California for the California Public Utilities Commission (CPUC). The IOUs include: Pacific Gas and Electric Company (PG&E), Southern California Edison (SCE), Southern California Gas (SCG), and San Diego Gas and Electric (SDG&E). Although the program is now referred to as Energy Savings Assistance Program (ESAP), this report will employ the nomenclature used for the 2009-2010 program cycle.

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

Survey for people who signed up to participate in the Me2 program for home performance assessments, but ultimately decided not to participate. The goal of the survey is to help improve services for future participants.

Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.

This report identifies issues associated with developing a national evaluation, measurement, and verification (EM&V) standard for end-use, non-transportation, energy efficiency activities.

Outlines potential partnership structures for energy efficiency program administrators and financial institutions, and discusses strategies for negotiation and communication with financial partners.

This report summarizes a home segmentation study conducted by New York State Energy Research and Development Authority (NYSERDA). The study looked at 1,012 homeowners across New York to evaluate how they view home energy consumption, the importance they place on energy saving solutions, and why they would consider taking advantage of programs that increase energy efficiency.

Discusses innovative financing options designed to expand the accessibility of energy efficiency financing to households that typically do not qualify for traditional loans.

This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.

Presentation that provides a summary of the role financing plays within energy efficiency programs.