This business plan outlines the Bay Area Regional Energy Network's (BayREN) ten-year vision, with goals, strategies, and tactics to increase the access and availability of energy efficiency services to a broad range of ratepayers and sectors, including moderate income residents, multifamily property owners, small and medium commercial businesses, and local government municipalities.

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 presentation covers the current pilot project testing M&V2.0 as an evaluation tool facilitated by Connecticut Department of Energy and Environmental Protection (CT DEEP).  Speakers on this panel presented examples of how whole building modeling is currently being used for M&V now and its potential future applications. Speakers also discussed benchmarking, data access and other protocols, and how experience with efficiency programs teach us so we can build upon the current experience.

This guide provides a series of questions that will help to develop a baseline assessment in energy efficiency, renewables, or other services programs.

This paper examines criteria for a comparative assessment of multiple financing programs for energy efficiency, developed through a statewide public process in California.

This summary from a Better Buildings Residential Network peer exchange call focused on home energy reports to inform homeowners about their home energy use and use of customer research and segmentation to improve the results from these reports. Speakers include Opinion Dynamics and Pacific Gas & Electric.

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 is part of a series of "baseline" reports intended to inform the second installment of the Quadrennial Energy Review (QER 1.2). QER 1.2 provides a comprehensive review of the nation's electricity system and cover the current state and key trends related to the electricity system, including generation, transmission, distribution, grid operations and planning, and end use. The baseline reports provide an overview of elements of the electricity system. This report focuses on end uses, electricity consumption, electric energy efficiency, distributed energy resources (DERs) (such as demand response, distributed generation, and distributed storage), and evaluation, measurement, and verification (EM&V) methods for energy efficiency and DERs.

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.

The catalog is a compilation of state and local energy efficiency potential studies to serve as a resource for energy planners and as a baseline for future analyses.

This presentation provides an overview of ACEEE's nationwide study of utility provider incentives for the multifamily buildings sector, as well as a broad overview of other sources of funds for energy and water conservation. This session covered the latest news regarding state energy programs, local green banks, weatherization funds, tax credits, and more.

This report provides a comprehensive review and analysis of home energy upgrade programs with proven track records, focusing on those with robustly verified savings and constituting good examples for replication. This meta-analysis describes program models and implementation strategies for direct install upgrades; heating, HVAC replacement and early retirement; and comprehensive, whole-home upgrades.

This paper is a baseline assessment of electric and natural gas energy efficiency programs that target low-income households in the largest metropolitan areas in the country. ACEEE surveyed over 70 electric and natural gas utilities on their 2015 low-income program spending, energy savings, customer participation, and best practices.

This report reviews the costs and benefits of EmPOWER Maryland through 2015 with a focus on statewide benefits.

This report updates ACEEE's 2013 assessment of multifamily energy efficiency programs in US metropolitan areas with the most multifamily households. Using housing, policy, and utility-sector data from 2014 and 2015, this report documents how these programs have changed in the context of dynamic housing markets and statewide policy environments. The report also offers an analysis of the number, spending, offerings, and targeted participants of current programs and their potential for further expansion.

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.

The Regional Evaluation, Measurement and Verification Forum (EM&V Forum) works to support use and transparency of current best practices in evaluation, measurement, verification, and reporting of energy and demand savings, costs, avoided emissions and other impacts of energy efficiency, while also advancing the development of strategies and tools to meet evolving policy needs for efficiency.

This business plan outlines Pacific Gas and Electric Company's (PG&E's) high-level approach to achieving state energy efficiency policy goals through 2025.

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 guide supports the development, maintenance, and use of accurate and reliable Technical Reference Manuals (TRMs). TRMs provide information to estimate the energy and demand savings of end-use energy efficiency measures associated with utility customer-funded efficiency programs. This guide describes existing TRMs in the United States and provides recommendations for TRM best practices. It also offers related background information on energy efficiency; evaluation, measurement, and verification; and TRM basics.

This business plan is organized into nine chapters. Chapter I provides background on the business plan concept and describes the organization of Southern California Edison Company's (SCE's) plan. Chapter II presents SCE's vision of EE in California, including discussion of important policy issues. Chapter III provides a summary of SCE's proposed EE portfolio including: SCE's vision and goals; drivers of EE; high-level strategies to achieve its vision; how SCE will comply with the requirements for statewide administration and third-party solicitations; key portfolio data such as budget, forecast energy and demand savings, cost-effectiveness; and proposed metrics.

This business plan introduces Southern California Gas Company (SoCal Gas) and the company's vision and goals. It provides detailed strategies and approaches for achieving goals, as well as budgets for activities.

This presentation covers the state of the efficiency financing industry and topics including trends in both new and old financing products, key policy changes affecting the industry, and the market outlook for 2018 and beyond.

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 report discusses how information technologies (IT) and communication networks are enabling new ways of tracking and analyzing the benefits of saving energy. Automated data collection and processing, enabled by inexpensive sensors, WiFi networks, and cloud computing, are reducing the time and expense required to determine the value of nonenergy benefits. This report explores new techniques for data gathering and analysis, what they could mean for energy efficiency programs, and how they might impact state and utility policies.

The NorthernSTAR and U.S. Department of Energy Building America Program partnership investigated a new model to deploy building science-guided performance solutions to homeowners. This research explored three aspects to market delivery:
1. Understand the homeowner's motivations regarding investing in building science-based performance upgrades.
2. Determine a rapidly scalable approach to engage large numbers of homeowners directly through existing customer networks.
3. Access a business model that will manage all aspects of the contractor-homeowner performance professional interface to ensure good upgrade decisions throughout time.

This summary from a Better Buildings Residential Network peer exchange call focused on challenges of energy upgrades in affordable and low-income multifamily properties.

This summary from a Better Buildings Residential Network peer exchange call focused on how home energy upgrade programs can interact and connect with the real estate market.

The work presented in this webinar is a collaborative endeavor by the ARIES Building America team and two major affordable housing providers: Habitat for Humanity International and the factory building industry. The effort is exploring options for making major reductions in space conditioning energy use (≥ 50%) while holding the line on home affordability. Specifically, the project will develop a high-performance integrated design--effectively combining an ultra-efficient thermal envelope, a very low capacity, highly efficient mechanical system, an innovative distribution system, and affordable heat recovery ventilation--and set in motion steps to rapidly move this innovation to market.

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 summary from a Better Buildings Residential Network peer exchange call focused on changing homeowner behaviors to reduce energy demands. It featured speakers from City of Fort Collins Utilities,  American Council for an Energy-Efficient Economy, and the Rocky Mountain Institute.

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

This report details opportunities for scaling up program activity and increasing savings from programs reaching the people who need it most. It discussed best practices from existing programs for overcoming many of the key challenges that program administrators face, including how to address housing deficiencies that prevent energy efficiency upgrades, how to address cost effectiveness challenges, and how to serve hard-to-reach households.

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.

Focusing on Colorado Springs, Colorado, as a case study, the U.S. Department of Energy's Building America research team IBACOS suggests a win-win between a builder's investment in energy efficiency and that builder's ability to sell homes. Although this research did not ultimately determine why a correlation may exist, a builder's investment in voluntary energy-efficiency programs correlated with that builder's ability to survive the Great Recession of 2007 to 2009. This report explores the relationship between energy-efficiency ratings and the market performance of several builders in Colorado Springs.

This business plan outlines California Central Coast Regional Energy Network's (3C-REN) core design elements - the crucial component of a phased implementation approach to overcome potential barriers, forecasted budget requirements - and shows how measuring success with a comprehensive set of metrics and tools will lead to the anticipated program improvement outcomes and market transformation goals.

This report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.

Several recent studies purport to show that particular energy efficiency programs and policies do not work or are too expensive. This short paper is written for people who are not evaluation experts and are trying to understand what conclusions they can take from these studies. We examine many of these papers and find that while they do have some useful findings, they often include a variety of unreasonable assumptions or outright mistakes that undermine their conclusions. Based on this review, we offer several recommendations on ways we can constructively move forward.

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 paper describes the current state of energy efficiency financing, highlighting what is and isn’t working, while offering a look at the future of the industry.

This case study addresses multifamily energy upgrade experiences by two members of the Better Buildings Residential Network—Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST).

Through field-testing and analysis, this project evaluated whole-building approaches and estimated the relative contributions of select technologies toward reducing energy use related to space conditioning in new manufactured homes. Three lab houses of varying designs were built and tested side-by-side under controlled conditions in Russellville, Alabama. The tests provided a valuable indicator of how changes in the construction of manufactured homes can contribute to significant reductions in energy use.

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.

Combining health and home performance (HHP) offers unprecedented potential to increase market size and benefits. Poorly performing homes due to roofing, heating, electrical, or water issues, are associated with issues, such as respiratory illness, asthma, and injury. DOE is undertaking three initiatives: 1) A review of existing HHP literature; 2) Stakeholder engagement; and 3) Developing a roadmap to expand HHP.

This summary from a Better Buildings Residential Network peer exchange call focused on the intersection between solar and residential energy efficiency. Speakers include Ecolibrium3 and Local Energy Alliance Program (LEAP).

The primary objective of the quantitative research phase of this survey was to get market-based feedback and insights in the following areas to assist the industry in better serving its constituents, including: insights as to major challenges that industry is facing and potential support that organizations could provide and feedback on how industry organizations could add value for constituents in the future.

Energy retrofits can harm or help resident health. Beyond preventing harm, this presentation covers how to use energy retrofits as an opportunity to improve the lives of your building residents and the surrounding community. It focuses on different ways that organizations are using energy efficiency to improve their communities through positive health outcomes and job creation.

A car is only as efficient as its driver and its mechanic; so, too, for buildings. This presentation covers best practices and reviews case studies on engaging building residents and training facilities managers to keep buildings running efficiently and meeting Better Buildings Challenge goals.

Energy efficiency programs can communicate with jargon and technical terminology, which puts off homeowners. However, marketing best practices suggest wording based on improved consumer experience is more effective. This presentation covers seven proven communications strategies for causing behavior change.

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.

Better Buildings Home Upgrade Program Accelerator partners, Build It Green, Enhabit, and NeighborWorks of Western Vermont, discussed steps for streamlining program processes, and strategies to improve data management, contractor relationships, and customer experiences. Tools and resources were presented as examples of how these ideas can be implemented in programs across the country.

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.

Energy burden is the percentage of household income spent on home energy bills. In this report, ACEEE, along with the Energy Efficiency for All coalition, measures the energy burden of households in 48 of the largest American cities. The report finds that low-income, African-American, Latino, low-income multifamily, and renter households all spend a greater proportion of their income on utilities than the average family. The report also identifies energy efficiency as an underutilized strategy that can help reduce high energy burdens by as much as 30%. Given this potential, the report goes on to describe policies and programs to ramp up energy efficiency investments in low-income and underserved communities.

The Better Building Clean Energy for Low Income Communities Accelerator (CELICA) was launched in 2016 to help state and local partners across the nation meet their goals for increasing uptake of energy efficiency and renewable energy technologies in low and moderate income communities. As a part of the Accelerator, DOE created a set of low and moderate income (LMI) energy data profiles to assist partners with understanding their LMI community characteristics. This LMI energy policy and program planning tool provides interactive state, county and city level worksheets with graphs and data including number of households at different income levels and numbers of homeowners versus renters. It provides a breakdown based on fuel type, building type, and construction year. It also provides average monthly energy expenditures and energy burden (percentage of income spent on energy).

The Better Buildings Home Energy Information Accelerator aims to make energy data more accessible to home buyers, realtors and others. This presentation covers how Colorado launched a statewide residential labeling initiative that made home energy data available at point of sale, and how partnerships in the Northeast are incorporating energy efficiency into the Multiple Listing Service (MLS), with Vermont pioneering the regional effort.

This presentation covers the Maryland Department of Housing and Community Development's Multi-family Energy Efficiency and Housing Affordability (MEEHA) programs.

This report was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

The research described in this report holds great potential to significantly improve the process for including energy efficiency in developing and implementing federally funded multifamily rehabilitation projects through the USDA, the U.S. Housing and Urban Development (HUD) Low Income Housing Tax Credit, and other programs.

The benefits of energy efficiency upgrades beyond money and energy savings include non-energy benefits that are often not communicated well. Multiple non-energy benefits include lower home maintenance costs, improved air quality and less sick days for adults and children, greater resiliency, and lower emissions. This presentation covers examples of how your program can fully realize the potential from all of these multiple non-energy benefits.

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

This presentation covers the features of well-designed energy efficiency programs for multifamily affordable housing.

Residential air-source heat pumps (ASHP) are a heating and air-conditioning technology that use electricity to provide a combination of space heating and cooling to homes. A new generation of ASHPs has come to market over the past five years. This report evaluates the key market barriers as well as potential opportunities to leverage. Based on an assessment of the regional ASHP market, it is clear that while ASHPs have established a viable and growing market, there remains a significant opportunity to further accelerate adoption of the technology and in the process achieve energy and cost savings to the Northeast and Mid-Atlantic region.

Energy efficiency data can inform real estate transactions – including underwriting and appraisal, but each sector relies on its own sets of tools, data and specifications. The Home Energy Information Accelerator addresses how reliable energy information can get into the hands of decision-makers, and what types of policy, technical, and other changes are needed to make energy information useful in the real estate transaction.

This webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

The Regional Roundup of Energy Efficiency Policy is intended to give policymakers, regulators, efficiency proponents, program administrators and other stakeholders a comparative view of the progress of energy efficiency policies and programs across the Northeast/Mid-Atlantic region. Along with state-level highlights, the report examines regional trends and shared challenges in harnessing the potential of energy efficiency to meet today’s pressing energy and environmental challenges.

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 guide for states highlights energy efficiency as a least-cost strategy to meet air pollution reduction and other policy objectives, including energy affordability and reliability. It presents established policy and program “pathways” to advance demand-side energy efficiency.

This presentation covers Elevate Energy's full service comprehensive approach for improving low income multifamily housing.

This report provides information and tools for policymakers, regulators, utilities, shared renewable energy developers, program administrators and others to support the adoption and implementation of shared renewables programs specifically designed to provide tangible benefits to low income and moderate income individuals and households.

The Southeast Energy Efficiency Alliance (SEEA) has prepared this assessment of the Southeast’s multifamily sector to better understand the current stock of multifamily units; regional and state multifamily construction trends; utility multifamily energy efficiency programs; and state and local policies and programs focused on the multifamily sector.

This summary from a Better Buildings Residential Network peer exchange call focused on strategies for scaling up and growing residential energy efficiency programs or contracting businesses. It covered PG&E's Residential Energy Efficiency Program's Pay for Performance (P4P) program. It also covered priority areas to consider when scaling up a program, such as contractor sales and marketing training and maintaining quality.

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.

State and Utility Pollution Reduction Calculator Version 2 (SUPR 2) helps policymakers, state governments, utility owners, and other stakeholders understand the costs and benefits of various residential and commercial energy efficiency technologies and policies that will reduce carbon emissions from the power sector.

This summary from a Better Buildings Residential Network peer exchange call focused on combining energy and water conservation services.

Property Assessed Clean Energy (PACE) programs provide affordable and accessible financing for home energy efficiency upgrades that improve value, comfort and durability, and create jobs. PACE is a scalable financing mechanism with over 50,000 projects and $1 billion invested in California, and multifamily housing projects in New York and other states. This session discussed successful PACE programs, designs, and FHA's guidance.

The Better Buildings Neighborhood Program featured 41 competitively selected grantees that developed sustainable energy efficiency upgrade programs across the U.S. from 2010-14. This presentation covers what worked and what didn’t, and key success factors identified by an independent evaluation.

This report represents NEEP’s annual assessment of the major policy developments of 2014, as well as its look into the immediate future, where NEEP gauge states’ progress toward capturing cost-effective energy efficiency as a first-order resource. While looking at the region as a whole, NEEP also provides summary and analysis of some of the biggest building energy efficiency successes and setbacks from Maine to Maryland — including significant energy efficiency legislation and regulations and changes in funding levels for energy efficiency programs.

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 handbook provides both a strategic planning framework and standard methodologies to determine the energy and non-energy benefits of benchmarking and transparency (B&T) policies and programs that have recently begun to proliferate in jurisdictions across the United States. The intent of this handbook is to provide a simple “how-to-guide” with very clear steps and data requirements for the primary analysis methods recommended for use by local jurisdictions wishing or needing to assess the impacts of their B&T policies.

The Evaluation & Data Collection Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your data collection and evaluation activities.

The Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing activities.

The Market Position & Business Model Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your business planning activities.

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).