This report lays the groundwork for a dialogue to explore regulatory and policy mechanisms for ensuring that efficiency financing initiatives provide value for society and protection for consumers. Through case studies of Connecticut, New York, Massachusetts, California, and Maryland, it explores emerging issues that jurisdictions will need to tackle when considering an increased reliance on financing.
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The MF HERCC Recommendations Report 2015 Update expands the 2011 publication, and delivers explicit and refined recommendations for multifamily energy efficiency program administrators and implementers.
This guide identifies 12 best practices for policymakers, regulators, and program administrators to help building owners invest to increase the energy efficiency of multifamily affordable housing.
This summary from a Better Buildings Residential Network peer exchange call focused on how to create and maintain relationships with contractors and auditors.
This summary from a Better Buildings Residential Network peer exchange call focuses on how mentoring on sales skills and business management helped one contractor increase sales and become more profitable. The call also covered top tips for supporting contractors, such as helping contractors develop systems to be more efficient in completing projects and creating a service plan with customers for additional improvements in the future.
This study documents the market valuation associated with the predominant green and energy efficiency home certifications used in the Northwest. Regional markets with a track record of including green building and energy efficiency information in MLS databases have lacked a recent, thorough, locally relevant analysis of the potential value of “higher performing” homes in current market conditions. Real property appraisers require a reliable, localized, granular analysis they can use in their home valuation calculations. The analysis contained in this report addresses this identified market need.
This summary from a Better Buildings Residential Network peer exchange call focused on changing an organization's home performance business model and expanding the services offered.
Among the many benefits ascribed to energy efficiency is the fact that it can help create jobs. Although this is often used to motivate investments in efficiency programs, verifying job creation benefits is more complicated than it might seem at first. This paper identifies some of the issues that contribute to a lack of consistency in attempts to verify efficiency-related job creation. It then proposes an analytically rigorous and tractable framework for program evaluators to use in future assessments.
This summary from a Better Buildings Residential Network peer exchange call focused on combining solar and home performance energy efficiency.
A Field Guide to Utility-Run Behavior Programs: Making Sense of Variety
This webcast covers a report that is a comparative analysis of utility-run behavior programs, which lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories.
The California investor-owned utilities -- Pacific Gas and Electric (PG&E), Southern California Edison (SCE), Southern California Gas (SoCalGas), and San Diego Gas & Electric (SDG&E), referred to collectively as the IOUs or Joint Utilities -- are designing seven energy efficiency financing pilot programs at the California Public Utilities Commission’s (CPUC's) direction. To help inform the pilot design process and subsequent evaluation efforts, this report summarizes a comprehensive review of 15 existing financing programs representing noteworthy program models across the United States and around the globe.
This summary from a Better Buildings Residential Network peer exchange call focused on how a residential energy efficiency program can work with, for or as utilities.
This summary from a Better Buildings Residential Network peer exchange call focused on methods, reactions and legal considerations of contractor rating and feedback systems.
This presentation covers lesson learned for PACE from the Toledo Port Authority, innovative real estate finance solutions from the Ygrene Energy Fund, and financing energy improvements on utility bills.
Energy Efficiency Cost-Effectiveness Testing
This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs. It also covers key drivers in the cost-effectiveness results and cost-effectiveness tools developed for the U.S. Department of Energy.
This plan outlines a brand and marketing strategy to establish Energy Upgrade California as California's central energy management brand and motivate residential and small business energy consumers to take action to better manage their energy use through the brand's comprehensive statewide marketing, education, and outreach campaigns.
This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.
This summary from a Better Buildings Residential Network peer exchange call focused on collaborating with Efficiency First chapters and other trade organizations effectively.
There are more than 17 million multifamily households nationwide, yet they remain a significant and mostly untapped opportunity for energy efficiency gains. Many cities and states that have embraced energy retrofitting as a job creator and boon to both the environment and economy have yet to address potential savings in multifamily properties, primarily because of obstacles not faced by single family and commercial properties. This paper discusses two barriers -- a lack of information and financing -- that stand in the way of multifamily energy retrofits.
Financing Energy Improvements on Utility Bills: Case Studies from the Field
This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).
This report provides an overview of the current state of on-bill programs and provides actionable insights on key program design considerations for on-bill lending programs.
This summary from a Better Buildings Residential Network peer exchange call focused on training and mentoring energy assessors, contractors and their partners.
This report documents findings and recommendations from an impact evaluation of the California Energy Commission’s California Comprehensive Residential Retrofit program, a statewide energy upgrade program funded by the American Recovery and Reinvestment Act of 2009. The program funded local and regional subrecipients to develop and test initiatives aimed at transforming the residential energy upgrade market and building an infrastructure for whole-building energy upgrades. These local and regional governments collaborated with California’s major utilities to jointly conduct the statewide Energy Upgrade California program.
This summary from a Better Buildings Residential Network peer exchange call focused on integrating residential energy efficiency programs with the real estate market.
The Multi-State Residential Retrofit Project is a residential energy-efficiency pilot program, funded by a competitive U.S. State Energy Program (SEP) award through the U.S. Department of Energy. The Multi-State Project operates in four states: Alabama, Massachusetts, Virginia, and Washington. During the course of this three-year process evaluation, Cadmus worked closely with NASEO and the four states to collect information about the programs from many perspectives, including: State Energy Office staff, program implementers, homeowners, auditors/contractors, real estate professionals, appraisers, lenders, and utility staff. This report discusses: the project’s context; its goals; the evaluation approach and methods; cross-cutting evaluation results; and results specific to each of the four states.
This report is a comprehensive research study of energy efficiency in Northwest residential buildings. It includes a metering study, a single-family report, a manufactured homes report, and a multi-family report. In addition, it includes state-by-state energy use reports, as well as end-use consumption data.
Energy Trust of Oregon analyzes customer perceptions about energy efficiency.
Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Oregon, and details the type and efficiency of various components such as windows, insulation, appliances and type of heating fuel used in homes with each region of the state.
Overview and Preliminary Results of ARRA-Funded SGIG Consumer Behavior Studies
This webcast discusses the background for U.S. Department of Energy’s Smart Grid Investment Grant (SGIG) consumer behavior study effort; the various utilities who are participating and what they each plan to include their respective studies; the quantitative results and qualitative lessons learned thus far from these studies; and the types of research will be undertaken by LBNL over the next several years.
This policy brief provides insight into the transaction of an on-bill energy efficiency loan portfolio between two mission-oriented lenders, Craft3 in Oregon and Self Help in North Carolina.
This summary from a Better Buildings Residential Network peer exchange call focused on introducing and building interest in multi-family energy efficiency.
This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.
This summary from a Better Buildings Residential Network peer exchange call focused on bringing energy efficiency programs to schools.
This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.
This presentation describes behavior-based energy efficiency programs and the results of the implementation of pilots from the Snohomish County PUD, Puget Sound Energy, and Clark Public Utilities. These program design features included home energy reports, web portals, and social media platforms.
This report presents the impact evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).
This report presents the phase 1 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).
This report presents the phase 2 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).
This study of Energy Upgrade California aims to: establish baseline consumer brand awareness; understand consumer associations with the brand; and understand consumer awareness of energy management and bill savings opportunities and barriers to taking action on those opportunities.
This study reviews consumer-facing energy-focused websites and their related assets to provide a comprehensive roadmap for website development to transform and optimize the Energy Upgrade California web portal to better support the program efforts facilitating consumer and small business participation.
This paper first details industry best practices for contest administration, including tips for developing an overall contest plan and timeline, product sponsor recruitment, building a dynamic informational website, maximizing customer participation, selecting the winning home, seamless installation management, capturing and documenting project results, conducting a high profile media open house and facilitating customer workshops that educate homeowners and strengthen trade ally relationships. This paper then presents results and key lessons learned from more than 20 contests supported with funds from local community sustainability programs, utility energy efficiency programs, and U.S. Recovery and Reinvestment Act funds between 2008 and 2012.
This paper describes the changes in indoor environmental quality (IEQ) conditions (air quality and thermal comfort conditions) from health and home performance improvements in 16 apartments serving low-income populations within three buildings in different California climates and seasons.
This study looks at evidence of capitalization of energy efficiency features in home prices using data from real estate multiple listing services (MLS) in three metropolitan areas: the Research Triangle region of North Carolina; Austin, Texas; and Portland, Oregon. These home listings include information on Energy Star certification and, in Portland and Austin, local green certifications. Our results suggest that Energy Star certification increases the sales prices of homes built between 1995 and 2006 but has no statistically significant effect on sales prices for newer homes.
This annual report summarizes the program's accomplishments in 2012, including the number of home upgrades, the cumulative amount of private investment leveraged for energy efficiency improvements, cumulative annual cost savings for building owners, and jobs created. It also includes testimonials from LEAP customers.
This peer exchange call summary focused on lender-based fees and sharing costs with lending partners.
This summary from a Better Buildings Residential Network peer exchange call focused on the strategies and challenges of using holidays and other seasonal events to market energy assessments and upgrades.
This summary from a Better Buildings Residential Network peer exchange call focused on gathering and communicating loan performance data.
The MPower Toolkit provides templates, resources, and lessons learned to address the barriers faced by the affordable multifamily housing sector when accessing energy efficiency upgrades. The toolkit is also intended for all stakeholders involved in efficiency programs, including efficiency program administrators, state and local leaders, utilities, energy consultants, and financial partners. MPower's core model is useful for all building types. In addition, the toolkit’s chapters are broken out into segments that highlight information and innovations that many efficiency programs are incorporating into their own models. The toolkit is a resource for all practitioners involved in implementing MPower and also serves to assist practitioners of other established efficiency programs. The MPower Toolkit draws from the experience of MPower Oregon, although it differentiates between the core MPower model and how MPower Oregon implemented this model.
This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.
This summary from a Better Buildings Residential Network peer exchange call focused on how to create and track program benchmarks.
This report explores the approaches and research needs identified in the Building Retrofit Industry and Market (BRIM) Initiative through in-depth discussion with residential energy upgrade experts including a discussion of Marketing & Outreach and the program/contractor interface.
This peer exchange call summary focused on strategies, opportunities and focuses on shared space and technology in multi-family buildings and in-unit upgrades.
This presentation from Clean Energy Works Oregon (now Enhabit) covers their "One-Stop Shop" Home Energy Remodel process where customers were guided through a four-step process: apply, assess, finance, and transform. This simple process gave customers access to a comprehensive package of services that included assistance from an independent energy advisor.
This report contains information on the market for home performance upgrades and the opportunities that exist for new home performance contractors; start-up needs and costs for firms entering the home performance contracting industry; home performance business approaches; and how established home performance contractors attract customers. It also contains detailed profiles of eight successful home performance firms across the United States.
This report contains guidance on issues and policy options related to providing access to customer energy use information that can be used to support and enhance the provision of energy efficiency services while protecting customer privacy.
This case study highlights Clean Energy Works Oregon's (now Enhabit) low interest, on-bill financing and alternative underwriting practices which have achieved a low rejection rate while also maintaining a low loan default rate.
This peer exchange call summary focused on assessing potential revenue streams.
Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.
This peer exchange call summary focused on raising awareness and integrating the value of energy efficiency into transactions with the real estate sector.
This document contains Clean Energy Works Oregon (now Enhabit) High Road standards for its statewide upgrade program; the standards are designed to ensure contractors do high-quality work, disadvantaged communities get new employment opportunities, and high-quality, family-supporting jobs are created.
This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.
Concierge Programs for Contractors - They're Not Just for Consumers Anymore
This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.
This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.
This presentation provides lessons to ensure effective incentive structures.
This report provides information on how access to energy use data can help local governments create policies for benchmarking and disclosing building energy performance for public and private sector buildings.
This report provides information on how supporting access to building benchmarking data can help utilities increase efficiency and drive down energy demand.
This report provides information on how energy use data access can help state governments lead by example through benchmarking and disclosing results and implement benchmarking policies for the private sector.
Reviews and summarize energy efficiency financing models and strategies. Models are analyzed according to funding sources, program structures, limits to scale, repayment vehicles, and project risks. Strategies consider applicable building sectors, models, levels of establishment, growth potential, advantages, and disadvantages.
This peer exchange call summary focused on how to engage, grow and identify challenges of small contractor businesses.
Many states have adopted policies intended to overcome the barriers that limit the more efficient use of electricity. Yet because such efforts have not addressed the lack of consumer information and motivation to improve efficiency, many opportunities for energy efficiency remain untapped. To help address that problem, states, utilities, and other energy efficiency service providers have begun to develop new approaches to informing and motivating customers based on behavioral economics and psychology research. This report describes three broad strategies that states can use to engage consumers' participation in energy efficiency programs: provide direct consumer information and feedback on energy use, influence social norms; and match messages and messengers to target audiences. Recommendations for actions that governors can take within the context of each of those three strategies are provided.
This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.
This toolkit provides information about including and using relevant green data fields in the MLS. This information can help buyers quickly find green homes; make it easy to promote the special features of a green home; and support comparisons when it is time to appraise a green home.
This paper explores ways in which program administrators are using social norms to spur behavior change and, as a result, curb energy use. In recent years, home energy reports (HER) programs have applied the concept of social norms to the energy efficiency context. These feedback programs inform customers of how their energy consumption compares to their neighbors' and provide other information about their usage, with the goal of enticing customers to change their energy use behavior to improve their relative neighborhood ranking.
This article, part of a series sponsored by Home Performance with ENERGY STAR, details the successes and lessons learned of the Neil Kelly Company. Over the past 63 years, the Neil Kelly Company has successfully navigated several economic downturns and has revamped its home performance division to emerge as a leader of sustainable building practices.
This peer exchange call summary focused on how to receive and evaluate feedback from customers and contractors.
This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.
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.
This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.
Part III: Keeping it Going: Financing Options for your Clean Energy Programs
Homeowner survey created by the utility to inform their whole home upgrade program.
This peer exchange call summary focused on the advantages, challenges, creation and management of regional networks.
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.