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Author(s)
World Resources Institute
Publication Date
Organizations or Programs
ClimateSmart Initiative,
Efficiency Vermont,
Sonoma County Energy Independence Program

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

Author(s)
Gary R. Myers, Poudre Valley Rural Electric Association
Publication Date
Organizations or Programs
EnergySmart Colorado
This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.
Author(s)
U.S. Department of Energy
Publication Date

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.

Author(s)
National Home Performance Council
Publication Date

This paper describes the stakes and stakeholders involved in greening the MLS systems, analyzes the challenges involved, and summarizes what the green building stakeholder community can learn from a collaborative approach to greening MLS systems. This discussion concludes with a proposed framework for replicating collaborative stakeholder approaches, and suggests we are close to a breakthrough where states can now truly draw from the precedents to implement changes with speed and to scale.

Author(s)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This presentation explores the community-based social marketing aspects of RePower Bainbridge and includes insights on knowing your audience, market barriers, and leverage opportunities.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Energize Clackamas County,
Green Homes Challenge
This webinar presented ways various programs use social media tools to enhance and promote their energy programs among their communities.
Author(s)
U.S. Environmental Protection Agency
Publication Date

This ENERGY STAR presentation provides an overview of the power of social media to promote energy efficiency with programmatic examples offered by expert presenters.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Enhabit

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
Austin Energy

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2)

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

Workforce Development and Sales Training for Energy Efficiency Contractors

Author(s)
Elizabeth Stuart, Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Efficiency Maine,
Efficiency Vermont
This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.
Author(s)
U.S. Department of Energy
Publication Date

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

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

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

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

This peer exchange call summary focused on integrating income-qualified programs into neighborhood sweeps.

Author(s)
Matthew Brown, Harcourt Brown & Carey,
John MacLean, Energy Efficiency Finance Corporation
Publication Date

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

Author(s)
Austin Energy
Publication Date
Organizations or Programs
Austin Energy
A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.
Author(s)
Kira Ashby, Consortium for Energy Efficiency,
Monica Nevius, New York State Energy Research and Development Authority,
Bruce Ceniceros, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Pepco Holdings' Home Performance with Energy Audits Program,
Energy Trust of Oregon,
Public Service of New Hampshire,
PSE&G Whole House Energy Efficiency Program,
FortisBC’s 20/20 Challenge Program,
Focus on Energy

This paper describes a wide variety of behavior change insights potentially applicable to the energy efficiency program context, provides examples of efficiency programs that have applied these insights, and explores some untapped opportunities to achieve energy savings through behavior change.

Author(s)
Home Performance Resource Center
Publication Date
Organizations or Programs
Austin Energy,
Long Island Green Homes,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit

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.

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

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

Author(s)
BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan
This branding guide was developed for BetterBuildings for Michigan staff so they can consistently use the program's look and feel, messages, and tone in marketing and outreach materials.
Author(s)
Steve Morgan, Clean Energy Solutions, Inc.
Publication Date
Organizations or Programs
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)

Courtesy of Clean Energy Solutions. This presentation provides an overview of topics related to building the workforce for energy efficiency programs, including market characterization, stakeholder engagement, training and certification, and community workforce agreements. It includes information on the experience of Clean Energy Works Oregon (now Enhabit) in Portland, Oregon.

Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works

This agreement outlines the goals, contractor standards, hiring standards, training program standards, and procedures for contractor participation in Seattle's Community Power Works program. As a "high-road" agreement, the employment and contracting standards are designed to ensure broad access to economic opportunities for all types of businesses and workers, support training on sustainable career paths, and ensure high-quality work.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works
This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.
Author(s)
Emerald Cities Planning Committee
Publication Date
Organizations or Programs
Emerald Cities Collaborative,
City of Milwaukee Residents Preference Program,
City of Los Angeles,
CA,
Community Redevelopment Agency of Los Angeles,
Port of Oakland,
Cleveland University Hospital Vision 2010,
San Francisco Public Utilities Commission Water System Improvement Program
This guide to Community Workforce Agreements is an appendix to the Road Map to Emerald Cities and provides a framework to use an innovation on the traditional Project Labor Agreement to give life and meaning to the social compact.
Author(s)
National Action Plan for Energy Efficiency
Publication Date

This fact sheet provides information about energy efficiency, explains how utility and state investment in energy efficiency helps consumers, and describes what to expect from utility or state efficiency programs.

Author(s)
Lee Butler, New York State Energy Research and Development Authority
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This presentation provides information on strategies to successfully recruit contractors. Topics include setting goals, identifying contractors, contacting contractors, and following up with contractors.

Author(s)
National Action Plan for Energy Efficiency
Publication Date
Organizations or Programs
Austin Energy,
New York State Energy Research and Development Authority (NYSERDA)

This report summarizes existing research and discusses current practices, opportunities, and barriers to coordinating energy efficiency and demand response programs.

Creating Liquidity for Energy Efficiency Loans in Secondary Markets

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

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

Author(s)
National Action Plan for Energy Efficiency
Publication Date

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.

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

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

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

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

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
City of Houston's Residential Energy Efficiency Program,
Energy Smackdown,
Hood River Conservation Project,
City of Houston's Residential Energy Efficiency Program,
Jasper Energy Efficiency Project,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Marshfield Energy Challenge,
New London Resource Project,
New York State Energy Research and Development Authority (NYSERDA),
Take Charge Challenge,
Twin Cities One Stop Program,
Efficiency Vermont,
WeatherizeDC

This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.

EM&V Basics, Tools and Resources to Assist EECBG and SEP Grantees

Author(s)
Julie Michals, Northeast Energy Efficiency Partnerships, Inc.,
Phil Sieper, The Cadmus Group, Inc.,
Mark Stetz, Stetz Consulting
Publication Date

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

Author(s)
National Action Plan for Energy Efficiency
Publication Date

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.

Author(s)
Consortium for Energy Efficiency
Publication Date
Organizations or Programs
Ameren Illinois Utilities,
Avista Utilities,
BC Hydro,
Cape Light Compact,
All-Electric Home Performance Tune-Up,
Efficiency Vermont,
New Jersey Natural Gas,
Northeast Utilities Home Energy Solutions,
New York State Energy Research and Development Authority (NYSERDA),
PSE&G Whole House Energy Efficiency Program,
Vectren Energy Delivery's Home Energy Savings Program,
Focus on Energy

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves
This webcast discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP)
Table showing challenges, needs, strategies, and resources related to financing.
Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Policy brief outlining the HUD PowerSaver Pilot Loan Program.
Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

Clean Energy Works Oregon (now Enhabit) developed consumer profiles based on research the program conducted on its target audience.

Author(s)
Community Benefits Law Center
Publication Date
Organizations or Programs
Enhabit,
New Jersey Weatherization Assistance Program,
Delaware Weatherization Assistance Program,
Washington State Energy Program,
Community Power Works,
Santa Clara County AB811 Pilot Program

Summary of the standards that support job quality, equitable access and quality assurance in several residential energy efficiency programs from different parts of the country.

Author(s)
Kat Donnelly, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
This presentation outlines the steps Connecticut's Neighbor to Neighbor Energy Challenge program took to obtain and sort useful feedback from surveys and volunteer observations.

Loan Loss Reserves: Lessons from the Field

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

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Energy Impact Illinois,
Enhabit,
Energy Upgrade California

This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.

Marketing & Outreach: Working with and Learning from Contractors

Author(s)
Karen Villeneuve, NYSERDA,
Peter Krajsa, AFC First Financial Corporation,
Michael Rogers, GreenHomes America,
Matt Golden, Recurve
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
New York State Energy Research and Development Authority (NYSERDA),
Connecticut Solar Lease,
Connecticut Energy Efficiency Fund,
Kentucky Home Performance,
AFC First's EnergyLoan Program

This webcast highlights programs that actively engage the contractor community in program design and implementation. Several contractors share their views on best practices for Marketing & Outreach.

Author(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.

Pennsylvania's Keystone HELP Program

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP)
This webcast presents Pennsylvania's Keystone HELP program as a case study for successful public/private partnerships for consumer energy efficiency financing.
Author(s)
Research Into Action, Inc.
Publication Date
Organizations or Programs
Enhabit

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

Author(s)
City of Independence, Missouri
Publication Date

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

Author(s)
Sustainable Home Initiative in a New Economy
Publication Date
This market research study identifies key stakeholders; builds and executes a survey to help determine the appropriate segmentation, targeting, and positioning (STP) strategy; and develops marketing tactics as part of an integrated marketing communications plan to help launch the program.
Author(s)
Jane Peters, Research Into Action, Inc.
Publication Date

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

Author(s)
Sandra K. Adomatis, SRA International
Publication Date

This article discusses valuing high performance houses in the appraisal process.

Author(s)
Green For All,
Center on Wisconsin Strategy
Publication Date

This guide provides energy efficiency program design guidance for local and regional programs. It focuses on cost-saving energy efficiency strategies, creation of high quality jobs, and services for the low-income sector.

Author(s)
Earth Advantage Institute
Publication Date

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

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report highlights road-tested strategies, resources, and tools states can use to adopt cost-effective energy efficiency and clean energy programs for their buildings, facilities, and operations.

Author(s)
Massachusetts Clean Energy Center
Publication Date

These training materials include over 30 lesson plans for high school and college students, building and trade professionals, and clean energy employers. Topics include energy efficiency measure installation and best practices in developing train-the-trainer programs for construction trade programs at vocational schools, to programs for undergraduate and graduate students that address the engineering, business, and economics of clean energy.

Financing Program Support for ARRA Recipients - PACE Webinar

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

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

Author(s)
Marc Milin, ICF International,
Dean Gamble, ICF International,
Dale Hoffmeyer, U.S. Environmental Protection Agency
Publication Date
This paper models the cost-effectiveness of prototypical whole-house retrofit programs. The analysis demonstrates the need to include targeted sub-sectors that are less efficient, more likely to participate, and therefore most cost effective; to analyze individual measures tailored to the climate and building stock and select only the most efficient measures; to estimate performance goals.

PACE Legal Issues: Financing Program Support for ARRA Recipients

Author(s)
U.S. Department of Energy
Publication Date
This webcast discussed legal issues for PACE financing programs.
Author(s)
U.S. Department of Energy,
U.S. Environmental Protection Agency
Publication Date

This guide helps state and local authorities and energy efficiency program administrators choose successful programs in response to energy efficiency program funding opportunities through the American Recovery and Reinvestment Act of 2009. It provides information and lessons learned about ten different types of programs--such as Home Performance with ENERGY STAR--across the residential, commercial, and industrial sectors.

Revolving Loan Fund Basics and Best Practices

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Texas LoanSTAR,
Montana Alternative Energy Revolving Loan Program
This webcast featured four presentations providing examples and best practices for revolving loan funds.
Author(s)
National Renewable Energy Laboratory
Publication Date
Organizations or Programs
Texas LoanSTAR,
Utah Revolving Loan Fund for Schools,
Rhode Island Energy Revolving Loan Fund,
Ohio Energy Efficiency Revolving Loan Fund,
Montana Alternative Energy Revolving Loan Program,
Arizona Energy Loan Program,
Florida Conversion Revolving Loan Program,
Efficiency Kansas Revolving Loan Program,
North Carolina Energy Program
This report provides information for states intending to set up a new revolving loan fund for state energy programs.

Revolving Loan Funds: An Introduction

Author(s)
U.S. Department of Energy
Publication Date
This webcast provides an introduction to revolving loans funds, highlighting basics and best practices.
Author(s)
State of Washington Department of Commerce
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.
Author(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves
Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.
Author(s)
Alliance to Save Energy
Publication Date
Organizations or Programs
Texas LoanSTAR,
Kansas Energy Efficiency Program,
Keystone Home Energy Loan Program (HELP)
This brief focuses on loan programs in 30 states that are currently providing low- to no-interest loans to finance energy efficiency improvements--from energy-efficient windows to replacement HVAC systems--in the residential, business, and public sectors.
Author(s)
National Action Plan for Energy Efficiency
Publication Date

Report describing a goal of achieving all cost-effective energy efficiency by 2025; presents ten implementation goals for states, utilities, and other stakeholders to consider to achieve this goal, and describes what 2025 might look like if the goal is achieved.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

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

Author(s)
National Action Plan for Energy Efficiency
Publication Date

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

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report provides guidance on determining the efficiency potential in a utility footprint, state, or region; evaluating efficiency as a supply-side resource; and developing detailed efficiency program plans.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report describes the key issues, best practices, and main process steps for integrating energy efficiency into resource planning on an equal basis with other resources.

Author(s)
University of British Columbia
Publication Date

Research traditions across the social sciences have explored the drivers of individual behavior change and proposed different models of decision making. In this paper, four diverse perspectives are reviewed: conventional and behavioral economics, technology adoption theory and attitude-based decision making, social and environmental psychology, and sociology. This paper concludes with how to develop a more integrated approach to both behavioral change research and intervention design in a residential energy context.

Author(s)
APPRISE Inc.
Publication Date

The purpose of this study is to furnish comprehensive information on ratepayer-funded low-income energy programs. This study includes information on and analysis of the energy needs of low-income households, the legal and regulatory framework supporting ratepayer-funded programs, program design options, and the findings from evaluations of program effectiveness.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Flex Your Power Program,
Sacramento Municipal Utility District (SMUD),
Focus on Energy,
Austin Energy
This report provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.
Author(s)
U.S. Department of Housing and Urban Development (HUD)
Publication Date

This two-volume report distills the practices that have been shown to work in many settings to implement the renovation of affordable housing. These best practices are designed to address the challenges to rehab at its development, construction, and occupancy stages. Volume 1 is a comprehensive resource guide to state, local, and federal tools for overcoming barriers. Volume 2 provides analyses of key rehab resources and barriers, and case studies of state and local efforts to overcome major regulatory impediments.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This calculator provides a simplified tool to demonstrate the business case for energy efficiency from the perspective of the consumer, the utility, and society.

Author(s)
Dubberly Design Office
Publication Date
This brand model, developed by the Dubberly Design Office, provides useful steps and tips for developing a new brand. Download the document for a better view. Note that the document is poster size, so zoom in for clarity.
Author(s)
Michael Uniache, Yavapai Community College
Publication Date

This article discusses the content, structure, and educational techniques for designing an educational curriculum around energy efficient building and design. It includes an outline of classes in the syllabus and an assessment test used at Yavapai Community College in Prescott, AZ.

Author(s)
U.S. Department of Energy

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