In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses how programs can create more effective loan products by first identifying existing loan products and then working to make them better for homeowners and contractors.
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In this video interview segment, Tessa Shin of AFC First discusses the importance of low interest rates.
Keeping Up With Your Audience, So They Keep Up With Your Program
This report presents key findings and recommendations from the process evaluation of Clean Energy Works Oregon's (now Enhabit's) energy efficiency financing program. Table 1 provides a good list of key process evaluation research questions which may help others scope comprehensive process evaluations.
In this video interview segment, Tessa Shin of AFC First discusses the importance of including financing in the upgrade sales process.
In this video interview segment, Tessa Shin of AFC First discusses the importance of making the loan application process simple for both homeowners and contractors.
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
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
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
In this video interview segment, Yvonne Kraus of Conservation Services Group describes how program and utility partnerships can co-benefit each other.
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.
Tool to evaluate contractor impacts on program revenue.
This peer exchange call summary focused on the advantages, challenges, creation and management of regional networks.
Presentation on the key programmatic elements of financing initiatives.
This peer exchange call summary focused on how programs are devising plans for creating a contractor revenue stream and potential fee structures.
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 the challenges and strategies for marketing commercial financial products and attracting financial institutions.
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.
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.
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 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 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
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 report describes different approaches to energy efficiency finance taken by utilities.
Engaging Financial Institution Partners
Exploring Power Purchase Agreements: The Basics, Part 1
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
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.
Article on how one company added a for-profit weatherization business to its nonprofit organization -- and how they now work successfully together.
The U.S. Department of Energy's Message Map and Value Proposition Worksheet is designed to help programs determine the key messages to best communicate to priority audiences.
Outlines potential partnership structures for energy efficiency program administrators and financial institutions, and discusses strategies for negotiation and communication with financial partners.
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.
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.
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 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.
Sample business plan framework for a program seeking to build private sector capacity then phase out and stop operating.
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 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.
Through its target audience research, Rutland, Vermont's NeighborWorks H.E.A.T. Squad learned that neighbors are the most trusted messengers of energy efficiency upgrade information, rather than governments or utilities.
This report describes how utility planning processes that allow demand-side resources to compete with supply-side resources can promote cost-effective energy efficiency.
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.
What's Working in Residential Energy Efficiency Upgrade Programs: Greater Cincinnati Energy Alliance
This report identifies and discusses factors that should be considered in evaluating model choices for administering and implementing ratepayer funded energy efficiency programs.
Tips for recruiting and procuring financial partners and developing and negotiating financial partner agreements.
This paper, which is based on detailed case studies of nine existing state and local programs, presents recommendations for energy upgrade programs to facilitate industry growth and support contractor business models.
Flowcharts showing the key program elements (financing; workforce development; marketing and outreach; and data, evaluation; and reporting).
Creating Liquidity for Energy Efficiency Loans in Secondary Markets
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.
Presentation describing on-bill repayment programs and providing financing lessons learned.
This report presents best practices for operating successful portfolio-level efficiency programs, including assessing efficiency potential, cost-effectiveness screening, and developing a portfolio of approaches.
This guide provides background on the home improvement market in the U.S. and Canada and end users and systems in existing homes, as well as a description of energy efficiency program approaches and strategies.
Finance Planning
Loan Loss Reserves: Lessons from the Field
This webcast highlights lessons learned from programs that have used loan loss reserve funds.
Pennsylvania's Keystone HELP Program
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 report considers consumers' perspectives on policy and regulatory issues associated with the administration of energy efficiency investments funded by ratepayers of electric and natural gas utilities.
This paper reviews 18 residential energy efficiency financing programs and attempts to describe the limitations and strengths of existing programs.
This report summarizes the scale and economic value of energy efficiency for reducing carbon emissions and discusses barriers to achieving the potential for cost-effective energy efficiency.