This presentation provides an overview of the Energy Savers program for affordable rental housing, its loan structure, and lessons learned.

This resource offers guidance for contractor companies on hiring staff and developing their own internal quality management plan and processes.

This manual was developed for participating New York Home Performance with ENERGY STAR (HPwES) contractors. It contains information regarding program rules, incentives, and forms. The purpose of this manual is to help contractors understand and navigate the HPwES program.

New York Home Performance with ENERGY STAR offers a series of training videos for new contractors covering topics such as creating processes and procedures to manage projects, consumer incentives and financing options, and Quality Assurance (QA) inspections.

This series of articles, created for New York Home Performance with ENERGY STAR contractors, covers eight proven steps to winning residential energy efficiency jobs.

This report is a guide to all customer-facing financing products—products offered by a lender directly to a borrower—used to pay for energy efficiency. Intended for state and local governments that are deciding whether to start a new program, tune up and existing program, or create a Green Bank, it provides information on the full range of financing product options for target participants, the tradeoffs of various products, and potential advantages and disadvantages for different types of customers.

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing.

This paper analyzes Bank of America's $55 million initiative to provide low-cost funding and grant support to advance energy efficiency investment in low- to moderate-income communities. The funding supported community development financial institutions (CDFIs) in developing and enhancing efficiency programs for residential, commercial, and multifamily buildings. We report on loan performance, energy savings, and the degree to which the savings offset the cost of the energy efficiency investment.

This Participation Agreement establishes the terms and conditions for all contractors to participate in the NY Residential Existing Homes Program.

The New York State Energy Research and Development Authority (NYSERDA) developed this manual for use by contractors participating in their New York Home Performance with ENERGY STAR (HPwES) program. The manual is intended to help contractors understand and navigate the HPwES program. It provides important information about HPwES program rules, opportunities, incentives, and forms. The manual is an example of a comprehensive contractor handbook in which programs will find many useful examples of forms, procedures, and other resources.

This page contains annual and monthly update reports of the Green Jobs-Green New York program.

This paper investigates the credit enhancement value of NYSERDA's on-bill energy efficiency financing program relative to its similar conventional unsecured loan program. In the raw data, while both loan pools perform well relative to credit card lending, the on-bill loans default more often than the unsecured loans. This paper shows that this result persists: on-bill loans default more often, and this finding is not sensitive to model specification. This paper also shows that NYSERDA's alternate underwriting mechanism based on mortgage and utility bill repayment history performs well, and that projected dollar savings from the installed projects do not significantly influence loan performance.

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.

The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.

This report provides an overview of considerations for designing and implementing successful energy efficiency financing programs for existing buildings in the residential and commercial sectors. Information on key issues related to energy efficiency financing programs, guidance to existing resources that provide more in-depth financing program design and implementation information, and strategies for delivering broad customer access to attractive financing products that enhance customer capacity and willingness to invest in energy efficiency to address "first cost" barriers are included.

This guide is designed to serve as a "how-to" reference for island communities (or small, similarly sized, more isolated communities) that want to develop and implement a residential energy-efficiency and conservation program. The purpose of this guide is to help communities chart a course for successful program development based on the lessons learned during implementation and operation of RePower Bainbridge, an energy-efficiency program on Bainbridge Island, Washington.

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 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 summary from a Better Buildings Residential Network peer exchange call focused on quality assurance and control, standardization of upgrades and workforce expectations.

Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.

This summary from a Better Buildings Residential Network peer exchange call focused on the performance of on-bill financing compared to other financing programs.

Links to case studies of residential projects and contractors under the New York State Energy Research and Development Authority (NYSERDA)'s Home Performance with ENERGY STAR program.

This document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program of Kitsap County, Washington. It includes example forms and a draft letter to contractors.

This is an application form for contractors (trade allies) interested in participating in the RePower Program of Kitsap County, Washington. The form describes the benefits and requirements for participating contractors, and allows contractors to identify the specific services they offer.

RePower in Bainbridge Island and Bremerton, Washington developed this manual as a set of rules and requirements for acceptable materials and installation procedures for energy efficiency measures installed in existing homes.

Presentation describing NYSERDA's alternative underwriting approach for its target market.

This video describes how RePower benefited from coordinating with contractors from the very beginning.

This policy brief describes how NYSERDA's Assisted Home Performance with ENERGY STAR Program increases access to financing through tiered underwriting criteria.

Presentation on five steps to building a profitable contractor base. The steps include sensible program design and administration, certification and credentialing, communicating with contractors, contractor requirements (business vs. trade), and training and sales support.

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 report covers how to create high road standards and use the momentum of energy sector projects to create safe, well-paying, long-term careers for a diverse group of people. It includes case studies on Community Power Works in Seattle, Washington, and Clean Energy Works Oregon's (now Enhabit's) efforts to use community high road agreements.

This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.

To deliver the most effective residential energy efficiency programs possible, NYSERDA implemented a quality assurance process to verify that projects meet all program requirements while maintaining healthy and safe conditions for the occupants.

This fact sheet provides promising approaches for Better Buildings programs seeking to accelerate workforce development to support building energy upgrades. These approaches are organized by estimated level of effort and include rough estimates of cost ranges for implementation.

This report addresses a key bottleneck for private capital: lenders declining to underwrite energy efficiency loans for multifamily housing because they lack confidence in energy savings. It presents findings from an analysis of 230+ buildings, assesses total savings achieved and savings as a percentage of projections, and provides a starting point for an underwriting methodology.

Presentation on the key programmatic elements of financing initiatives.

This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.

This webcast discusses financing program RFPs and contract terms and conditions.

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.

This document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program in Washington. It includes example forms and a draft letter to contractors.

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.

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

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.

This report presents a review of selected home energy auditing tools. The energy audit tools reviewed in this study include REM/Rate, BEACON Home Energy Advisor, EnergyInsights, Home Energy Tune-uP, EnergyGauge, TREAT, the National Energy Audit Tool (NEAT), Home Energy Saver Professional (HESPro), and RealHomeAnalyzer.

A sample request for proposals from Bainbridge Island, Washington, related to establishing a revolving loan fund and loan loss reserve.

A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.

These case studies highlight examples of participating contractors who have employed Home Performance with ENERGY STAR to help homeowners improve their home's comfort and lower their utility bills.