This webcast focused on advanced topics for local government-utility partnerships, with presentations from local governments and their partnering utilities that have well-developed, multi-year relationships and programs.

Presentation providing an overview of the PAYS financial model, including information on risks and how to manage them, and successful program examples using the PAYS model.

This peer exchange call summary focused on the background and features of the PowerSaver loan program.

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from contractors.

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from program participants.

Presentation providing an overview of financing programs, a strategy for continuous improvement, tools for program management, a risk management strategy, and common risks associated with financing programs.

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

Boulder, Colorado's EnergySmart program produced a detailed implementation plan with activities, deliverables, and timelines by phase and task.

This peer exchange call summary focused on the challenges and effective combinations of quality assurance strategies.

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 presentation provides an overview of the lending RFP issued by the city of Greensboro's Better Buildings Program, including a description of the roles and responsibilities for the city and its financial partners.

The Residential Retrofit Program Design Guide focuses on the key elements and design characteristics of building and maintaining a successful residential energy upgrade program. The material is presented as a guide for program design and planning from start to finish, laid out in chronological order of program development.

This report lays out a national vision for overcoming many of the barriers to comprehensive home energy improvements. The authors review a range of energy efficiency policies and programs, then analyze three funding and policy scenarios to gauge their long-term impacts on the market for home energy upgrades.

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 market assessment for the St. Louis Residential Energy Efficiency Loan Program identifies the customers and potential demand for an energy efficiency upgrade financing program.

This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.

Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.

This report analyzes the energy efficiency opportunity presented to the greater Cincinnati region. Analysis of the region and the Greater Cincinnati Energy Alliance (GCEA) programs shows potential energy cost savings, including positive cash flow from energy cost savings that consistently exceed loan payments, for both residential and nonprofit participants. Investment in energy efficiency could make counties more competitive, create jobs, reduce pollution, and help homeowners and nonprofits make cross-cutting building improvements.

Case study highlighting Saint Louis County, MO's use of QECBs to fund a residential energy efficiency loan program.

This report presents results, recommendations, and case studies of energy efficiency financing programs.

This peer exchange call summary focused on available program interest rates and how to lower those rates.

This peer exchange call summary focused on the different types of evaluation methods for residential and commercial programs.

This market assessment for the Alabama Energy Revolving Loan Fund identifies the customers and potential demand for an energy efficiency upgrade financing program.

Tips for recruiting and procuring financial partners and developing and negotiating financial partner agreements.

A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.

The Connecticut Neighbor to Neighbor Energy Challenge developed this form for authorization to obtain household energy information.

The Connecticut Neighbor to Neighbor Energy Challenge developed this form for authorization to obtain household energy information.

Flowcharts showing the key program elements (financing; workforce development; marketing and outreach; and data, evaluation; and reporting).

Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.

This market assessment for CharlestonSAVES identifies the customers and potential demand for an energy efficiency upgrade financing program.

This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.

This webcast discusses secondary markets as a means for private investors to participate in and fund energy efficiency loan programs.

This report summarizes the approaches used by energy efficiency program administrators when assessing the range of financial and other incentives to be used in energy efficiency programs.

A template competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

A template agreement demonstrating how to address the deposit and use of loan loss reserve funds.

This webcast discusses door-to-door campaigns and how to track the impacts of these campaigns.

This webinar offers an introduction to EM&V basics, including data collection, tracking tools, M&V approaches, and reporting energy savings.

Presentation describing on-bill repayment programs and providing financing lessons learned.

This market assessment evaluates lending options for funding energy efficiency upgrades in North Carolina.

This webcast discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.

Table showing challenges, needs, strategies, and resources related to financing.

This webcast presents the guidelines for retrieving customer usage data from utilities.

Policy brief outlining the HUD PowerSaver Pilot Loan Program.

This presentation outlines the steps Connecticut's Neighbor to Neighbor Energy Challenge program took to obtain and sort useful feedback from surveys and volunteer observations.

This webcast highlights lessons learned from programs that have used loan loss reserve funds.

Sample script Los Angeles County used to survey homeowners about energy issues.

This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.

This report describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics. The study results were used for program design and to design and support marketing and outreach campaigns that encouraged energy upgrades

Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.

This webcast presents Pennsylvania's Keystone HELP program as a case study for successful public/private partnerships for consumer energy efficiency financing.

This report describes the process evaluation of a pilot project in Portland Oregon that informed the refinement and expansion of the program statewide into Clean Energy Works Oregon (now Enhabit).

This report provides an overview of evaluation, measurement, and verification approaches used to estimate the load impacts and effectiveness of energy efficiency programs.

This report presents a review of selected home energy auditing tools. The energy audit tools reviewed in this study include REM/Rate, BEACON Home Energy Advisor, EnergyInsights, Home Energy Tune-uP, EnergyGauge, TREAT, the National Energy Audit Tool (NEAT), Home Energy Saver Professional (HESPro), and RealHomeAnalyzer.

A sample request for proposals from Bainbridge Island, Washington, related to establishing a revolving loan fund and loan loss reserve.

A sample competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.

This presentation covers the importance of collecting and evaluating program data, including data related to marketing efforts.

This one page form is used by Austin Energy to document Home Performance With Energy Star analysis results.

The report presents an analysis of the market performance of third-party certified sustainable residential properties in the Portland and Seattle metropolitan areas. In each location, a sample of third-party certified homes was selected and comparable homes were found. The author documents that certified homes in the Seattle metro area sold at a price premium of 9.6% when compared to noncertified counterparts.

This paper reviews 18 residential energy efficiency financing programs and attempts to describe the limitations and strengths of existing programs.

Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.

This paper models the cost-effectiveness of prototypical whole-house retrofit programs. The analysis demonstrates the need to include targeted sub-sectors that are less efficient, more likely to participate, and therefore most cost effective; to analyze individual measures tailored to the climate and building stock and select only the most efficient measures; to estimate performance goals.

Report that identifies and evaluates the sufficiency of available financing options to help low-income populations, particularly communities that have been historically overburdened by air pollution (i.e., "environmental justice communities"), invest in resource-saving measures, such as energy efficiency and water conservation.

This webcast discussed program administration for PACE financing programs.

This webcast discussed legal issues for PACE financing programs.

This webcast featured four presentations providing examples and best practices for revolving loan funds.

This report provides information for states intending to set up a new revolving loan fund for state energy programs.

This webcast provides an introduction to revolving loans funds, highlighting basics and best practices.

A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.

Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.

This brief focuses on loan programs in 30 states that are currently providing low- to no-interest loans to finance energy efficiency improvements--from energy-efficient windows to replacement HVAC systems--in the residential, business, and public sectors.

Energy efficiency program evaluation is increasingly important as utilities implement programs to meet regulatory requirements, such as energy efficiency portfolio standards. While utilities need internal staff to oversee evaluation activities, most evaluations are actually conducted by outside consultants. Thus, utility staff require a sufficient understanding of the evaluation process to plan program evaluation activities as well as to manage internal stakeholders and evaluation contractors. This guide is intended to help prepare utility staff to accomplish these tasks.

This report discusses the five standard tests used to assess the cost-effectiveness of energy efficiency, how states use the tests, and how the tests can determine the cost-effectiveness of efficiency measures.

This report describes the effects of utility spending on efficiency programs, how those effects could constitute barriers to investment in energy efficiency, and how policy mechanisms can reduce these barriers.

This report presents the findings of Phase 2 of the California Public Utilities Commission Low Income Needs Assessment Study. The results of the needs assessment suggest that, over time, the programs have effectively targeted and provided services to low-income households that have the greatest need.

This guide describes a structure and several model approaches for calculating energy, demand, and emissions savings resulting from energy efficiency programs that are implemented by cities, states, utilities, companies, and similar entities.

This paper presents the results of a comprehensive study of the energy-related needs of California’s low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.

This paper presents the results of a comprehensive study of the energy-related needs of CaliforniaÕs low-income population. This study was commissioned to direct future policy regarding the various low-income energy programs offered in the state. These programs include the California Alternate Rate for Energy (CARE) Program, which provides a rate discount to qualified low-income customers, and the Low-Income Energy Efficiency (LIEE) Program, which installs weatherization and energy efficiency measures in qualified dwellings at no charge.

This guide details and explains the five types of general program evaluations and provides guidance on selecting the type of evaluation suited to the program to be evaluated, given the type of information required and budget limitations. It is intended for use by managers of both deployment and R&D programs within the U.S. Department of Energy's Office of Energy Efficiency and Renewable Energy (EERE), although most of the examples of evaluations pertain to deployment programs.

The Buildings Performance Database (BPD) is the largest national dataset of real building performance data, and enables users to perform statistical analysis on an anonymous dataset of hundreds of thousands of commercial and residential buildings from across the country. One of the most powerful applications of the tool is custom peer group analysis, in which users can examine specific building types and geographic areas, compare performance trends among similar buildings, identify and prioritize cost-saving energy efficiency improvements, and assess the range of likely savings from these improvements.

This worksheet was designed to help building owners and managers collect data to benchmark buildings using EPA's ENERGY STAR Portfolio Manager. The information in this worksheet is used to establish a building's profile in Portfolio Manager, which is critical to calculating benchmarks of key metrics such as energy intensity and costs, water use, and carbon emissions.