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Author(s)
Elise Avers, Massachusetts Department of Energy Resources
Publication Date
Organizations or Programs
Mass Save
Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.
Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save
A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.
Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save
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.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2)

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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.
Author(s)
U.S. Department of Energy
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Energy Upgrade California

This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.

Part I: Getting Started: Answering Big Picture Funding Questions

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Richard Dooley, Arlington County, Virginia,
Shawn Collins, Opportunity Council,
Alex Ramel, Sustainable Connections
Publication Date
Organizations or Programs
Community Energy Challenge,
Green Works Orlando

This webcast (Part I of a three-part series) covers the big picture questions that local governments should consider for funding clean energy programs. What resources are available? What are the program priorities? How can these programs pay for themselves? What funding is available? The webinar guides local governments through these and other questions in the context of their own unique circumstances and illustrates the concepts through case studies that explore how local governments have used both conventional and unconventional methods to gain support, line up partners, and design and implement their funding programs.

Part II: Getting it Funded: Finding Funding for your Clean Energy Programs

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Marvin Lee, School District of Philadelphia, Pennsylvania,
Nate Boyd, City of Orlando, Florida
Publication Date

This webcast (Part II of a three-part series) discusses how climate and clean energy programs can find funding.

Part III: Keeping it Going: Financing Options for your Clean Energy Programs

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Niko Dietsch, U.S. Environmental Protection Agency,
Keith Canfield, Clinton Climate Initiative,
James Christensen and Yvette Rincon, City of Sacramento, California
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Home Energy Affordability Loan (HEAL)
This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

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

Author(s)
Pacific Gas & Electric (PG&E)
Publication Date

Homeowner survey created by the utility to inform their whole home upgrade program.

Author(s)
Liz Robinson, Energy Coordinating Agency
Publication Date
This presentation discusses Philadelphia's Energy Coordinating Agency Apprenticeship Program in energy conservation and building science, including programs for journeyman credentials and BPI certification.
Author(s)
Climate Solutions
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.

Author(s)
U.S. Department of Energy
Publication Date

This peer exchange call summary focused on planning and conducting evaluations.

Author(s)
U.S. Department of Energy
Publication Date

This peer exchange call summary focused on the advantages, challenges, creation and management of regional networks.

Author(s)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
The RePower programs in Washington State convened local community leaders, organizations, contractors, and program partners for a planning summit to consider the benefits and challenges of different business models for the post-grant period. Participants considered four models: non-profit organization, utility, county or city government, and private sector.
Author(s)
Chris Kramer, Energy Futures Group
Publication Date
Organizations or Programs
Enhabit,
Southern California Gas (SoCalGas),
Keystone Home Energy Loan Program (HELP),
Minnesota Center for Energy and Environment,
New York State Energy Research and Development Authority (NYSERDA),
Energize Delaware

Presentation on the key programmatic elements of financing initiatives.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP),
BetterBuildings for Michigan

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

Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date

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.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Camden POWER - A Better Buildings Initiative,
Wisconsin Energy Conservation Corporation (WECC),
Better Buildings Near Eastside Neighborhood Sweeps Program,
Home Energy Affordability Loan (HEAL),
Keystone Home Energy Loan Program (HELP),
Midwest Energy,
New York State Energy Research and Development Authority (NYSERDA),
Opportunity Council,
Wyoming Energy Savers
This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.
Author(s)
Nikki Kuhn, Vermont Energy Investment Corporation
Publication Date
Organizations or Programs
Energize Phoenix,
Connecticut Neighbor to Neighbor Energy Challenge,
Local Energy Alliance Program (LEAP),
Long Island Power Authority (LIPA),
Efficiency Vermont
Presentation that focuses on grantee program-utility partnership models.
Author(s)
IndEco Strategic Consulting Inc,
Niagara Peninsula Energy Inc
Publication Date

This handbook is intended to assist electric utilities in overcoming barriers to using social media; provide a clear and simple stepwise approach to get started or enhance social media use; and provide a set of recommendations for using social media as an additional marketing tool to drive participation in energy efficiency and demand management programs.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
BetterBuildings for Michigan

This case study discusses BetterBuildings for Michigan's targeted outreach campaigns which applied varying incentives and outreach strategies to neighborhoods with a goal to understand which rebates and strategies work best in the target communities.

Author(s)
National Renewable Energy Laboratory
Publication Date

These standard work specifications define minimum requirements for upgrade work and can be used as an industry guide for workers, training instructors, and program administrators involved in the home performance industry.

Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2),
Energize Phoenix,
Greater Cincinnati Energy Alliance (GCEA),
Michigan Saves

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Bremerton

This peer exchange call summary focused on strategies and challenges of working with rental property owners and tenants on multifamily upgrades.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)
This video shows how Better Buildings Neighborhood Program partners are training and expanding their local contractor workforce and supporting professional jobs in communities across the country.
Author(s)
Jonathan Doochin, U.S. Green Data Inc.
Publication Date

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.

Author(s)
Kat Donnelly, EMpowerDevices,
Kerry O'Neill, Earth Markets
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

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.

Author(s)
Deutsche Bank
Publication Date
This publication outlines the various benefits of supporting investments in energy efficiency in multifamily affordable housing. Multifamily home energy retrofits ensure the long-term viability of existing affordable housing, support job creation with broad economic impacts, unlock a range of benefits for building residents, and can lead to significant reductions in greenhouse gas emissions.
Author(s)
American Council for an Energy-Efficient Economy
Publication Date
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).
Author(s)
U.S. Green Building Council
Publication Date

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.

Tracking Household Perceptions and Actions

Author(s)
Energy Center of Wisconsin (now Seventhwave)
Publication Date

This on-demand webinar discusses what residential customers in Wisconsin, the Midwest, and the nation have to say about energy topics.  Learn about the Energy Center of Wisconsin's (now Seventhwave's) research on consumer perceptions and actions concerning their energy use at home based on the 2011 Midwest Energy Survey.

Author(s)
Pacific Northwest National Laboratory
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Vermont

In this video interview segment, Emily Levin of Vermont Energy Investment Corporation shares the importance of market research.

Author(s)
Melissa Glickman, Boulder County, Colorado (now EnergySmart)
Publication Date
Organizations or Programs
EnergySmart Colorado

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

Author(s)
Betsy Kleinfelder, The Sustainability Institute
Publication Date
Organizations or Programs
CharlestonWISE
As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EmPower New York,
New York State Energy Research and Development Authority (NYSERDA),
Long Island Green Homes,
Energy Impact Illinois,
CNT Energy

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

Author(s)
Mike Rogers, OmStout Consulting, LLC
Publication Date

This article and recruiting presentation highlights reasons why it makes sense for an HVAC contractor to move into home performance, and provides program staff with key touch points to consider in considering potential contractor partners.

Author(s)
U.S. Department of Energy
Publication Date

This peer exchange call summary focused on assisting contractors with working capital and the coordination of financing strategies.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Impact Illinois

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Impact Illinois,
Local Energy Alliance Program (LEAP)

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

A Guide to Using AmeriCorps National Civilian Community Corps Teams to Execute Your Mission

Author(s)
Corporation for National and Community Service
Publication Date
This webcast describes how energy efficiency programs can use AmeriCorps National Civilian Community Corps Teams to help their missions.
Author(s)
U.S. Department of Energy
Publication Date
This audience brainstorming and categorization worksheet assists programs in determining their target audiences and which audiences to prioritize.
Author(s)
Jill Maness, Austin Energy
Publication Date
Organizations or Programs
Austin Energy
An introduction to Austin Energy's workforce development program, which helps engage contractors in efforts to make homes more energy efficient.
Author(s)
Innovation Network for Communities (Prepared for the Rockefeller Foundation)
Publication Date

This research report and slides provide a detailed segmentation of the building energy upgrade market and summarize market research on each segment. Market segments include single-family homes, multi-family homes, and several types of commercial and institutional buildings.

Author(s)
U.S. Department of Energy
Publication Date
Worksheet for program administrators to map out their programs' business model framework.
Author(s)
U.S. Department of Energy
Publication Date
Presentation aimed at program administrators summarizing business model elements and their usage (i.e., governance, financial structure, assets & infrastructure, and customers).
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
BetterBuildings for Greensboro
This market assessment for the City of Greensboro, North Carolina identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Austin Energy,
Bridgeport Housing Authority Energy Efficiency,
City of Pendleton,
OR,
Enhabit,
ClimateSmart Initiative,
Colorado ENERGY STAR Homes,
Connecticut Solar Lease,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Montana Alternative Energy Revolving Loan Program,
Palm Desert Energy Independence Program,
Sonoma County Energy Independence Program,
Sustainable Connections: Energy Challenge,
Texas LoanSTAR

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.

Collaboration and Consensus Building in States to Support Energy Efficiency as a Resource

Author(s)
Wally Nixon and Eddy Moore, Arkansas Public Service Commission
Publication Date
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.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2)

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

Community Development Finance Institutions: Opportunities for Partnerships with Energy Efficiency Programs

Author(s)
U.S. Department of Energy
Publication Date
This webcast highlights opportunities for community development finance institutions to partner with energy efficiency programs.
Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.
Author(s)
U.S. Department of Energy
Publication Date
One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.
Author(s)
U.S. Department of Energy
Publication Date
This worksheet can help key program and marketing staff collaborate to develop a brand platform.
Author(s)
State and Local Energy Efficiency Action Network
Publication Date

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

Author(s)
U.S. Department of Energy
Publication Date

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

Author(s)
Lawrence Berkeley National Laboratory
Publication Date

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.

Author(s)
Louisiana Department of Natural Resources
Publication Date

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.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
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.
Author(s)
Southwest Energy Efficiency Project
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Enhabit,
Georgia How$mart,
Hawaiian Electric Company,
Kansas How$mart,
How$martKY,
Mass Save,
Public Service of New Hampshire,
Rural Energy Savings Program,
Sempra Energy Utilities,
United Illuminating

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

Author(s)
U.S. Environmental Protection Agency
Publication Date

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.

Author(s)
Environmental and Energy Study Institute
Publication Date

Presentation explaining the advantages and challenges of electric cooperatives, and discussing the implementation of an energy efficiency program operated by an electric cooperative in South Carolina.

Author(s)
Environmental and Energy Study Institute
Publication Date
Organizations or Programs
Rural Energy Savings Program
Presentation explaining the advantages and challenges of electric cooperatives, and discussing the implementation of an energy efficiency program operated by an electric cooperative in South Carolina.

Engaging Financial Institution Partners

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Energy Challenge,
Michigan Saves
This webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.
Author(s)
Mullin and Lonergan Associates Inc.
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date

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

Financing Programs: RFP & Contract Terms and Conditions

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Milwaukee Energy Efficiency (Me2),
City of San Diego Residential Energy Efficiency Loan Program

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

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

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

Furthering Your Local Governments' Energy Efficiency Goals: Part 1 - Getting Support From Local Leaders

Author(s)
Chuck Clinton, National Association of State Energy Officials,
Jay Fisette, Arlington County, Virginia,
Michael Yambrach, Washington, D.C.,
Kaci Radcliffe, Skagit County, Washington,
Jennifer Clymer, ICF International
Publication Date

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

Author(s)
Greater Cincinnati Energy Alliance
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)
This strategic plan describes the goals, objectives, market, and business model for the Greater Cincinnati Energy Alliance's energy efficiency program and service offerings.