This sample phone survey template, created by the Better Buildings Neighborhood Program, was designed for programs to use with applicants who have been screened out from participating in a program.

This sample email survey template, created by the Better Buildings Neighborhood Program, was designed for programs to develop their own survey of successful program participants in order to assess customer experience.

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

An Excel-based example of a financing program model.

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.

Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.

Example loan loss reserve fund agreement.

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.

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.

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.

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

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

This market assessment for CharlestonSAVES identifies the customers and potential demand for an energy efficiency upgrade financing program.

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 market assessment evaluates lending options for funding energy efficiency upgrades in North Carolina.

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

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 paper reviews 18 residential energy efficiency financing programs and attempts to describe the limitations and strengths of existing programs.

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

Report that identifies and evaluates the sufficiency of available financing options to help low-income populations, particularly communities that have been historically overburdened by air pollution (i.e., "environmental justice communities"), invest in resource-saving measures, such as energy efficiency and water conservation.

This webcast discussed program administration for PACE financing programs.

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.