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.

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 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.

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.

The Financing Program Decision Tool is for state and local governments just starting their clean energy financing programs. The tool provides information on the different types of financing available and helps users identify the best options for their program.

This blog summarizes how BetterBuildings for Michigan, a U.S. Department of Energy (DOE) Better Buildings Neighborhood Program partner, developed a "readiness scale" to help target communities by determining the factors that indicate whether homeowners in a particular area are really ready to commit to energy efficiency upgrades.

Defines key financing terms programs are likely to encounter when designing financing activities.

This paper found that improved health outcomes and more stable, productive homes in primarily African American, low-income neighborhoods are related to the mitigation of asthma triggers and home-based environmental health hazards and that upstream investments in low-income housing have the potential for generating sustainable returns on investment and cost savings related to improved health, productivity gains, and wealth retention due to energy conservation.

This checklist of minimum standards for residential energy efficiency contractors draws from several existing high-performing energy efficiency programs.

This report describes and monetizes numerous health and home performance benefits attributable to the weatherization of low-income homes by the U.S. Department of Energy’s (DOE) Weatherization Assistance Program (WAP).

This article from the Federal Trade Commission provides information for consumers on how to find a good contractor for a home improvement project.

This fact sheet, developed by the U.S. Department of Energy’s Weatherization Assistance Program (WAP), includes a comprehensive set of tools and resources aimed at enhancing the training and work quality standards to be utilized throughout the home energy upgrade industry.

This guide assists with developing an implementation plan for a Home Performance with ENERGY STAR program. It covers key elements of the plan, including the scope and objectives of the program and the policies and procedures that will ensure its success, including co-marketing and brand guidelines (section 1), workforce development and contractor engagement (section 3), assessment and report requirements (section 4), installation specifications and test-out procedures (section 5), and quality assurance (section 6).

The test referenced in this article found that the pronoun used in a call-to-action button can make a big difference in whether people click on the button or not.

The objective of this Guide, in part, is to serve as a resource to support municipal electric utilities meeting electricity savings goals. This Guide serves as a resource to not only increase the  understanding of best practices utilized by successful energy efficiency programs across the country, but also a plan to support MOUs implementing energy efficiency programs that will ultimately result in energy and electric bill savings for their customers. To support MOUs with the implementation of their own energy efficiency programs, this Guide leverages the lessons learned from energy efficiency programs operating across the country.

Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Idaho, 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.

Illinois Home Performance provides co-branding opportunities for participating contractors, including co-branding on program marketing materials.

Residential multifamily properties represent not only a significant share of the housing stock in the Northeast and Mid-Atlantic region, but a significant opportunity to capture energy efficiency savings through cost-effective retrofit measures. The nature of the multifamily housing stock Ð and, in particular, the small multifamily sector Ð creates a unique set of challenges that have until now largely stymied the retrofit market. Yet some successful models for reaching the small multifamily sector have begun to emerge. This paper is meant to inform energy efficiency stakeholders and policymakers about best practices gleaned from examining existing programs and policies addressing energy efficiency in the small multifamily housing market; to identify continuing gaps in the ability to penetrate that market to an even greater extent; and to present recommendations for programs and policies that may hold the promise of additional energy savings.

The report, the second in a series of reports on smart meters, presents concrete examples of findings from behavior analytics research using data that are immediately useful and relevant, including proof-of-concept analytics techniques that can be adapted and used by others, novel discoveries that answer important policy questions, and guidelines and protocols that summarize best practices for analytics and evaluation.

This publication presents examples of the value that insights from behavior analytics can provide to programs (as well as pointing out its limitations).

Bill insert used by JEA to advertise their energy efficiency program.

This paper explores the State Energy Efficient Appliance Rebate Program (SEEARP) designs and delivery methods used, and provides lessons learned about specific program models and best practices for states, utilities, and energy efficiency organizations to use in designing rebate programs.

This paper explores the State Energy Efficient Appliance Rebate Program (SEEARP) designs and delivery methods used, and provides lessons learned about specific program models and best practices for states, utilities, and energy efficiency organizations to use in designing rebate programs.

This paper is a review of recent studies that have explored relationships between mental health and how this may be affected by poor home performance, specifically living in cold and damp homes. This research focuses on intervention studies in which heating and insulation improvements were carried out and impacts on well-being assessed.

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

This report analyzes four home energy report programs, and presents key insights about the long-term savings implications of these programs beyond the first years of operation and after the programs concluded.

As part of its Smart Grid Investment Grant, Minnesota Power conducted a Consumer Behavior Study Plan (CBSP) designed to answer research questions about residential customers' interest in, use of, and benefits derived from higher resolution feedback on electricity consumption (such as usage data for each individual day or hour). The study also explored the customer experience with the tools that provide this information. These questions are of interest because the advanced metering infrastructure associated with a smart grid enables higher resolution usage information for utility customers, which has the potential to better inform them about their energy consumption and help them refine their usage choices. The CBSP began in the spring of 2012 and was implemented in the Duluth/Hermantown area of Minnesota.

Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Montana, 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.

This presentation provides an overview of New Jersey Clean Energy's approach to contractor engagement, including contractor participation requirements, procedures for quality assurance and quality control, production incentives, training procedures, and an online contractor portal.

This study is a review of non-energy benefits related to residential weatherization programs. The study estimates the value, in dollar and percentage terms, of non-energy benefits from weatherization programs, and summarizes the ranges and typical values for non-energy benefits. Recommendations for a non-energy benefits strategy for Maryland are provided.

This study is a review of non-energy benefits related to residential weatherization programs. The study estimates the value, in dollar and percentage terms, of non-energy benefits from weatherization programs, and summarizes the ranges and typical values for non-energy benefits. Recommendations for a non-energy benefits strategy for Maryland are provided.

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.

Multifamily affordable housing is full of untapped energy efficiency potential. This overview provides context and best practices for creating effective programs to capture this potential. With a better understanding of these considerations, stakeholders can start to build a more robust network of leaders and practitioners in affordable multifamily housing and realize the vast environmental, economic, and social potential of delivering energy efficiency for all.

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.

This fact sheet describes the PowerSaver loan program, including benefits, eligible improvements, and requirements.

Multifamily housing retrofits provide a rich opportunity to reap energy efficiency (EE) savings. Despite this opportunity, the multifamily market has not captured investment needed to realize the energy savings, and the affordable housing sector faces additional investment barriers. This paper makes the case for the implementation of energy retrofits in affordable multifamily buildings by presenting the non-energy benefits (NEBs) associated with such upgrades.

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.

In 2009, California utilities were authorized to spend $240 million for their low-income energy efficiency [LIEE] programs, an increase of 53% over 2008. Further increases are expected in each of the following two years. The utilities set about making state-required changes intended to deepen their LIEE programs‟ impact and widen their reach.

Pennsylvania’s Low Income Usage Reduction Program (LIURP) is a statewide, utility-sponsored, free residential energy usage reduction program designed to help low-income households lower their energy bills and reduce energy consumption through Weatherization and energy education services.

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

This report explores energy efficiency programs that target deep energy savings through substantial improvements to existing residential buildings.

This guide/toolkit provides step-by-step recommendations on how policymakers can go about devising successful energy disclosure policies. It discusses the who, what, where, when, why, and, most importantly, how, for creating disclosure policies for the residential sector.

Given the many priorities state and local governments and residents face following a disaster, integrating energy efficiency and resiliency into residential rebuilding can be a challenge. Fortunately, research into state experience with energy-efficient and resilient rebuilding in the residential sector has revealed several key strategies that other state and local communities can employ to mitigate the impacts of a natural disaster and plan for coordinated and effective disaster recovery. This report focuses on the experiences of State and Territory Energy Offices as leaders and key players in the rebuilding process.

A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.

Tenant engagement programs encourage the people who live in a multifamily property to change their behavior in order to achieve a goal. These programs are an attractive option for owners or managers who want to improve energy efficiency. This report assesses the key features of existing programs, makes recommendations for improvements that housing providers and advocates can use immediately, and outlines a wish list for the future.

Data release form that allows the Connecticut Clean Energy Finance and Investment Authority (CEFIA) to obtain customer utility account and actual energy usage data, energy costs, underwriting and loan repayment records, and data on energy savings measures installed.

The Standard Energy Efficiency Data (SEED)™ Platform is a software application that helps organizations easily manage data on the energy performance of large groups of buildings. Users can combine data from multiple sources, clean and validate it, and share the information with others. The software application provides an easy, flexible, and cost-effective method to improve the quality and availability of data to help demonstrate the economic and environmental benefits of energy efficiency, to implement programs, and to target investment activity.

The State Energy Data System (SEDS) is the source of the U.S. Energy Information Administration’s (EIA) comprehensive state energy statistics. EIA’s goal in maintaining SEDS is to create historical time series of energy production, consumption, prices, and expenditures by state that are defined as consistently as possible over time and across sectors for analysis and forecasting purposes.

The intent of the Handbook is to: Encourage energy efficiency design in new construction as well as in acquisition/rehab projects; Showcase the funding sources, programs, incentives, and assistance available to further lower investments in energy efficiency; Overcome owner-developers perception that achieving large energy savings is usually too expensive, time consuming or difficult; Demonstrate design concepts, processes, and practices that will help to minimize the costs of high performance buildings; Highlight the non-energy benefits associated with high performance buildings; Dispel the myth that cheaply built homes are affordable to operate in terms of utility costs; Emphasize that energy efficiency lowers utility bills, thereby enhancing home affordability; Stress that a home that just complies with Title 24 is the least efficient home you can legally build in California.

This database provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.

Research reveals a whole range of unmet housing-related desires in America -- gaps between what Americans have and what they say they need or want. The Demand Institute surveyed more than 10,000 households about their current living situation and what’s important to them in a home. The survey represents all U.S. households: renters and owners; movers and non-movers; young and old and finds that unsatisfied needs and desires cut across the entire population.

This report presents the underlying barriers and drivers of successful efficiency programs, deliberates upon what financing roles are most appropriate for SEEA involvement going forward, and quantifies the opportunity for energy efficiency financing in the Southeast going forward.

This report presents the cost of saving energy through efficiency programs funded by utility customers in the period 2009-2011 at the national and regional level for all sectors and the most prevalent program types.

This website provides information on U.S. housing characteristics, including energy consumption data.

This document provides an overview of the National Efficiency Screening Project's recommendations for using the Resource Value Framework (RVF) to improve cost-effectiveness testing. The RVF is a collection of principles and recommendations to provide guidance for states to develop and implement tests that are consistent with sound principles and best practices.

As part of the Rhode Island Energy Challenge, National Grid called on its Rhode Island residential electric and gas customers to take a pledge to “Find Your Four” as part of a statewide community initiative to encourage homeowners to find four ways to save energy at home. A participant survey revealed that Rhode Island residential customers liked hearing energy conservation/efficiency information via the Challenge; the Challenge had them thinking and acting differently; and the Challenge had customers participating more actively in energy efficiency programs. This report provides more information on the campaign’s major impact in helping National Grid accomplish important goals, including those related to portfolio savings and customer-centric program outreach and engagement.

This article discusses alternative formats for training students on building science, energy assessments, and energy efficiency upgrade installation. These include using videos instead of class lectures, maximizing hands-on activities, using social learning, and learning from games.

With so much to gain, how can we optimize low-income energy efficiency programs to maximize the benefits for financially vulnerable citizens, as well as program implementers and the broader population of ratepayers? This paper shares four important lessons for engaging low-income customers based on Opower’s experience in partnering with utilities to serve the low-income population.

This paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.

This paper focuses on how efficiency upgrades affect the financial performance of multifamily buildings. Increasing the energy efficiency of multifamily buildings not only helps owners improve building operation, but also provides a lending opportunity for financial institutions. Energy efficiency program implementers and policy makers who aid in shaping utility Energy Efficiency Portfolio Standards also benefit from understanding the full range of positive effects associated with multifamily energy efficiency improvements. These non-energy benefits (NEBs) can range from improved health to job creation and lower greenhouse gas emissions.

Instructional step-by-step guide for visiting a home to discuss and install energy efficiency measures.

This radio interview highlights how the NeighborWorks program in Vermont is raising awareness of home energy efficiency measures among residents through neighbor-to-neighbor outreach.

Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Washington, 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.

This report summarizes findings from a national field study of indoor air quality in homes treated under the Weatherization Assistance Program (WAP). The study tested and monitored 514 single-family homes in 35 states and served by 88 local weatherization agencies. The study focused on five indoor environmental quality parameters: carbon monoxide, radon, formaldehyde, indoor temperature and humidity, and indoor moisture.

Home improvement companies have to understand how to connect their services to their target audience’s typical purchase cycle. They have to think about how customers find them, where customers are researching specific program services, and what prompts them to call one business versus another. This guide highlights the state of home improvement marketing today, the benefits of going digital, and the five best digital marketing services for home improvement organizations.

This article provides 10 tips home energy contractors can use to update their marketing outreach and improve their customer service.

This report offers policy options and considerations to state utility commissions in providing access to energy use data to help commercial customers manage energy costs through building energy benchmarking.

The Best Practices Self-Benchmarking Tool can be used to identify in your own programs their strengths, areas of improvement needed, and strategies for improving them, based on the results of the Best Practices Study.

This tool, developed in Excel, supports the development and analysis of residential energy efficiency programs using standard cost-effectiveness analysis methods. Policy makers, utilities, energy efficiency program managers, architects and engineers may find the tool useful for supporting and scaling up residential energy efficiency programs. The tool estimates cost-effectiveness, using industry standard approaches, of both deep-home energy efficiency retrofits and individual measures. The user can build up a program based on up to 5 different ‘project types’ (or measures implemented) and identify the number of homes to be targeted for retrofits over the program cycle. The tool reports cost-effectiveness metrics of the program, including program budgets, and allows the user to conduct sensitivity analysis against key inputs.

These outreach materials from BetterBuildings for Michigan include a photograph and quote from credible members of the Grand Valley State University (GSVU) community that served as early adopters for the program.

Chapel Hill WISE created this policy to establish a standard procedure for corrective action and dismissal for contractors. The policy lists standards that contractors are expected to meet, and procedures that the program follows to review concerns, place contractors on probation, and dismiss those who are unable to resolve identified issues.

This report characterizes and explores cryptic barriers to energy efficiency. These barriers are cryptic in the sense that they are hidden or unrecognized; they do not stem from the same market failures that have been the subject of extensive study and the target of many policy and program interventions. Cryptic barriers reflect several different underlying problems, including regulatory uncertainty, archaic or legacy regulations, and inaccurate ratings and standards. Drawing on case studies, the objective of this report is to suggest opportunities for policy actions that could improve residential building efficiency and to propose potential tools to eliminate cryptic barriers.

This database (in development) contains information about existing energy efficiency loan programs in the United States. For each loan program the following data is presented: financing mechanism (e.g., credit enhancement, on-bill financing), market (e.g., city, state), sector (e.g., residential single family, residential multi-family), and program sponsorship (e.g., DOE programs, ARRA, private lenders).

An interactive website that provides residential building professionals with access to expert information on hundreds of high-performance design and construction topics, including air sealing and insulation, HVAC components, windows, indoor air quality, and much more.

Flier that summarizes energy efficiency financing offered by Xcel Energy's financing partners.

This policy brief presents a program typology and standardized data metrics for assessing energy efficiency program characteristics, costs, and impacts. Based on a review of nationwide regulatory filings, the research serves as part of an effort to analyze the cost per unit of savings for utility customer-funded energy efficiency programs. The paper discusses the program categories and definitions, which are based primarily on review of several years of annual energy efficiency reports from 108 program administrators in 31 states for approximately 1,900 unique programs.

Matrix of participating lenders and associated loan information.

Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.

Flyer for contractors that explains the steps needed to complete the EI2 loan process.

This resource is designed to help new users to ENERGY STAR Portfolio Manager get started with benchmarking.

Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.

This guide provides a snapshot of the federal finance facilities available for energy efficiency upgrades and clean energy deployment. The guide is organized by market segment, and also includes a table that presents each finance facility by type of instrument along with the federal agency that administers the program.

This report is the first comparative analysis of utility-run behavior programs. It lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories. This study counted 281 such programs, many with multiple iterations, offered by 114 energy providers and third parties between 2008 and 2013. After sorting programs by distinguishing features such as delivery channel and incentive type, the study arrived at 20 major program categories grouped in three large families: Cognition Programs, Calculus Programs, and Social Interaction Programs.

This report provides an overview of the fundamentals of energy efficiency financing program planning and design and provides tools for deciding the objectives and mechanics of EE financing initiatives. The report walks policymakers and program administrators through key questions that must be resolved to better understand what efficiency financing can be reasonably expected to achieve, and for whom.

This guide provides practical guidance for designing, implementing, and managing a green revolving fund (GRF) at a college, university, or other institution.

This guide introduces the Community Energy Strategic Plan (CESP) approach, a step-by-step process for creating a robust strategic energyÊ plan. The guide offers tools and tips to complete each step and highlights examples from successful planning efforts around the country.

Study examining actual loan performance data to assess whether residential energy efficiency is associated with lower default and prepayment risks. Results show that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

This study examines actual loan performance data obtained from CoreLogic, the lending industry’s leading source of such data. To assess whether residential energy efficiency is associated with lower default and prepayment risks, a national sample of about 71,000 ENERGY STAR and non-ENERGY STAR-rated single-family home mortgages was carefully constructed, accounting for loan, household, and neighborhood characteristics. The study finds that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

This web-based database, created by Home Energy home performance magazine, enables users to search for training programs nationwide. Users can filter training programs by weatherization training areas, BPI certifications, and more.

This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.

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 blog post summarizes key elements of program design that relate to encouraging contractor participation and facilitating contractor and program success.

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.

Over the past 30 years, program administrators have concentrated on investment behavior change -- that is getting their customers to install things like insulation and lighting systems using various behavior change tools such as marketing, education, rebates, and technical assistance to support the investment behavior change. Today, as program administrators move to expand the range of behavior change strategies in their portfolios, it is often difficult to know where to begin. The New York State Energy Research and Development Authority (NYSERDA) began by detailing the range of behavior change strategies and identifying strategic opportunities.

This report from the New York State Energy Research and Development Authority (NYSERDA) details the range of behavior change strategies in the existing portfolio and identifies strategic opportunities in the area of behavior change.

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 report presents the results of ACEEE's third national review or utility-funded energy efficiency programs, completed in 2013. The report identifies and profiles 63 leading programs that span the wide array of program types offered to utility customers, and highlights key trends and observations that emerged from reviewing these programs.

The downloadable Self-Scoring Tool gives you the ability to score the energy efficiency efforts of your community and compare it against your peers. By answering a series of questions, you will obtain a numerical score indicative of your community’s progress toward enacting and implementing sound energy programs and policies.

The study was completed on behalf of the Minnesota Department of Commerce to characterize energy use in the state's multifamily sector and to identify untapped energy efficiency opportunities. Working with Franklin Energy, the field study gathered characteristic data for 120 representative buildings across the state as well as survey data of both building owners and tenants. Using this data as well as a utility billing analysis, the Energy Center of Wisconsin (now Seventhwave) developed an in-depth characterization for a hard-to-reach sector in Minnesota that had not been, up until this point, studied to this degree.

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.