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Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
Kansas How$mart,
New York State Energy Research and Development Authority (NYSERDA),
Michigan Saves,
Texas LoanSTAR,
Sacramento Municipal Utility District (SMUD),
Nebraska Dollar and Energy Savings Program

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.

Author(s)
Energy Programs Consortium
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP)
This report examines participation of low and moderate income borrowers (LMI) in the first WHEEL portfolio. This is the first report in a multiyear project by EPC on Residential Energy Finance and the LMI Market that will take a close look at the market for residential energy efficiency and renewable energy loans to in order to increase the number and rate of the retrofits they facilitate.
Author(s)
State and Local Energy Efficiency Action Network
Publication Date
Organizations or Programs
EnergySmart,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit,
Mass Save,
Tennessee Valley Authority (TVA),
Manitoba Hydro,
Keystone Home Energy Loan Program (HELP),
Michigan Saves,
Warehouse for Energy Efficiency Loans,
Austin Energy,
Efficiency Vermot,
Midwest Energy Efficiency Alliance,
Illinois Home Performance with Energy Star,
Build It Green,
Earth Advantage,
Elevate Energy,
Arizona Public Service (APS),
Pacific Gas and Electric Company,
NeighborWorks H.E.A.T. Squad

This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

In this video interview segment, Yvonne Kraus of Conservation Services Group describes how the program aligned its goal of increasing energy efficiency with the community's goal to avoid building a new electrical substation.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

In this video interview segment, Yvonne Kraus of Conservation Services Group describes how energy advisors were an important strategy for building trust with customers in the community.

Author(s)
RePower Bainbridge,
Conservation Services Group,
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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.
Author(s)
BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Community Energy Challenge,
Community Power Works

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

Author(s)
BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

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

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

This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
RePower Bainbridge works with local residents to find creative ways to increase energy awareness, including developing an innovative Island Energy Dashboard, which displays real-time energy use around the island.
Author(s)
Richard Faesy and Chris Kramer, Energy Futures Group (Prepared for the Energy Foundation)
Publication Date
Organizations or Programs
Enhabit,
Michigan Saves,
BetterBuildings for Michigan,
Local Energy Alliance Program (LEAP),
NeighborWorks H.E.A.T. Squad,
Energy Works,
Keystone Home Energy Loan Program (HELP),
Efficiency Maine,
Greater Cincinnati Energy Alliance (GCEA)

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.

Author(s)
Conservation Services Group
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This infographic summarizes the results of RePower Bainbridge's Final Boarding Call event, providing an effective, engaging way to share program results with partners and other stakeholders.
Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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.
Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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.
Author(s)
RePower Kitsap
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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.
Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

RePower helped consumers access aggregated information about financing and rebates by compiling a customer-friendly guide to all utility and non-utility incentives in its service area.

Author(s)
Tessa Shin, AFC First Financial Corporation
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP)
Presentation describing AFC First's (a lender's) aggressive underwriting and smart product delivery as part of the Keystone HELP program.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Atlanta SHINE,
Be SMART,
Beacon Communities Project,
BetterBuildings for Michigan,
BetterBuildings for Greensboro,
BetterBuildings Lowell Energy Upgrade,
Camden POWER - A Better Buildings Initiative,
CarrboroWISE,
City of Indianapolis Better Buildings Program,
Chapel Hill WISE,
CharlestonWISE,
Enhabit,
Community Alliance for Energy Efficiency (Cafe2),
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
DecaturWISE,
Efficiency Maine,
emPowerSBC,
Energize Phoenix,
EnergyFit Nevada,
Energy Impact Illinois,
EnergySmart,
Energy Upgrade California,
EnergyWorks,
Fayette County Better Buildings Initiative,
Greater Cincinnati Energy Alliance (GCEA),
Huntsville WISE,
Local Energy Alliance Program (LEAP),
Michigan Saves,
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Richmond Regional Energy Alliance (RREA),
ShopSmart with JEA,
Solar and Energy Loan Fund (SELF),
Small Town Energy Program (STEP),
Wisconsin Energy Conservation Corporation (WECC),
Southeast Energy Efficiency Alliance (SEEA)

This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.

Clean Energy Program Funding: EPA Local Climate and Webcast Series

Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Green Works Orlando,
Community Energy Challenge,
Home Energy Affordability Loan (HEAL)

Three-part webinar series. Part I discusses how to design and implement funding programs, line up partners, and gain support for clean energy programs through both conventional and non-conventional methods. Part II discusses how to locate available sources of funding. Part III explains how to leverage existing funds and make clean energy investments more affordable for clean energy program audiences.

Author(s)
The Energy Foundation
Publication Date
Organizations or Programs
Enhabit,
Keystone Home Energy Loan Program (HELP),
Maryland Clean Energy Center Home Owner Loan Program,
Texas LoanSTAR,
Colorado ENERGY STAR Homes,
U.S. Department of Housing and Urban Development (HUD) Energy Efficient Mortgage Program,
U.S. Department of Housing and Urban Development (HUD) PowerSaver,
Community Preservation Corporation Green Financing Initiative,
New Resource Bank,
Sempra Utilities,
United Illuminating

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

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

Author(s)
Green For All
Publication Date
Organizations or Programs
Enhabit,
Wisconsin Energy Conservation Corporation (WECC),
EnergyWorks KC,
Baltimore Neighborhood Energy Challenge,
BetterBuildings for Greensboro,
Green and Healthy Homes Initiative,
Working Partnerships USA,
NYC Apollo Alliance,
Community Power Works,
New York State Energy Research and Development Authority (NYSERDA),
RePower Bremerton,
Local Energy Alliance Program (LEAP),
RePower Bainbridge,
Better Buildings Near Eastside Neighborhood Sweeps Program,
RePower Kitsap,
Michigan Saves,
Keystone Home Energy Loan Program (HELP),
EnergySmart,
Efficiency Vermont,
Long Island Green Homes,
Energy Impact Illinois,
Energize Bedford,
reEnergize

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
In this video interview segment, Yvonne Kraus of Conservation Services Group in Bainbridge Island, Washington, discusses why the RePower program created multiple branding and messaging themes.

Part I: Getting Started: Answering Big Picture Funding Questions

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Richard Dooley, Arlington County, Virginia,
Shawn Collins, Opportunity Council,
Alex Ramel, Sustainable Connections
Publication Date
Organizations or Programs
Community Energy Challenge,
Green Works Orlando

This webcast (Part I of a three-part series) covers the big picture questions that local governments should consider for funding clean energy programs. What resources are available? What are the program priorities? How can these programs pay for themselves? What funding is available? The webinar guides local governments through these and other questions in the context of their own unique circumstances and illustrates the concepts through case studies that explore how local governments have used both conventional and unconventional methods to gain support, line up partners, and design and implement their funding programs.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

In this video interview segment, Yvonne Kraus of Conservation Services Group describes how program and utility partnerships can co-benefit each other.

Author(s)
Climate Solutions
Publication Date
Organizations or Programs
Hailey's Community Climate Challenge,
EnergySmart,
Eugene Water and Electric Board,
Community Energy Challenge,
Hailey's Community Climate Challenge,
Jackson Hole Energy Sustainability Project,
Knoxville,
TN,
Oberlin Project,
Energize New York,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Burlington Sustainability Action Team,
Gainesville Regional Utilities,
Hillsboro Solar Advantage,
Issaquah,
WA,
MPower Madison Program,
Solarize Pendleton,
Clear the Air Challenge,
Santa Fe,
NM,
West Union,
IA,
Sustainable Williamson,
CharlestonWISE,
City of Aiken,
SC,
City Green Initiative,
Kilowatt Cruncher Challenge,
Smarter Sustainable Dubuque,
Small Cities Climate Action Partnership,
City of Grand Rapids,
MI,
Town of GreenÞeld,
MA,
City of Keene,
NH,
Home Energy Affordability Loan (HEAL),
Clean Local Energy Accessible Now,
RichmondBuild Pre-apprenticeship Construction Skills and Green Jobs Training Academy

This report from Climate Solutions analyzes small- to medium-sized American cities that are using successful methods to further clean energy economic development. Better Buildings Neighborhood Program partners that are featured in the report include Bainbridge Island and Bremerton, Washington; Boulder, Colorado; Bedford, New York; Madison, Wisconsin; and Grand Rapids, Michigan. The report includes details on the how the featured cities funded their projects, found successful models to reach their goals, and to see which new projects are off to a promising start.

Author(s)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
The RePower programs in Washington State convened local community leaders, organizations, contractors, and program partners for a planning summit to consider the benefits and challenges of different business models for the post-grant period. Participants considered four models: non-profit organization, utility, county or city government, and private sector.
Author(s)
Chris Kramer, Energy Futures Group
Publication Date
Organizations or Programs
Enhabit,
Southern California Gas (SoCalGas),
Keystone Home Energy Loan Program (HELP),
Minnesota Center for Energy and Environment,
New York State Energy Research and Development Authority (NYSERDA),
Energize Delaware

Presentation on the key programmatic elements of financing initiatives.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Camden POWER - A Better Buildings Initiative,
Wisconsin Energy Conservation Corporation (WECC),
Better Buildings Near Eastside Neighborhood Sweeps Program,
Home Energy Affordability Loan (HEAL),
Keystone Home Energy Loan Program (HELP),
Midwest Energy,
New York State Energy Research and Development Authority (NYSERDA),
Opportunity Council,
Wyoming Energy Savers
This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Bremerton

This peer exchange call summary focused on strategies and challenges of working with rental property owners and tenants on multifamily upgrades.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

In this video interview segment, Will Ranes of RePower Kitsap discusses the importance of understanding your market, including being able to speak the language of utilities and other key players.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
BetterBuildings for Michigan,
CharlestonWISE,
Enhabit,
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
Efficiency Maine,
emPowerSBC,
Energize Bedford,
Energize Phoenix,
EnergySmart Colorado,
Energy Upgrade California,
EnergyWorks,
Greater Cincinnati Energy Alliance (GCEA),
Green Madison,
BetterBuildings Lowell Energy Upgrade,
Milwaukee Energy Efficiency (Me2),
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New Hampshire BetterBuildings,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.

Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
BetterBuildings for Greensboro
This market assessment for the City of Greensboro, North Carolina identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Austin Energy,
Bridgeport Housing Authority Energy Efficiency,
City of Pendleton,
OR,
Enhabit,
ClimateSmart Initiative,
Colorado ENERGY STAR Homes,
Connecticut Solar Lease,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Montana Alternative Energy Revolving Loan Program,
Palm Desert Energy Independence Program,
Sonoma County Energy Independence Program,
Sustainable Connections: Energy Challenge,
Texas LoanSTAR

This U.S. Environmental Protection Agency resource is intended to help state and local governments design finance programs for their jurisdiction. It describes financing program options, key components of these programs, and factors to consider as they make decisions about getting started or updating their programs.

Engaging Financial Institution Partners

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Energy Challenge,
Michigan Saves
This webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.

Financing Programs: RFP & Contract Terms and Conditions

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Milwaukee Energy Efficiency (Me2),
City of San Diego Residential Energy Efficiency Loan Program

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

Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
EnergySmart,
Keystone Home Energy Loan Program (HELP),
Manitoba Hydro Power Smart Residential Loan Program,
Michigan Saves,
New York State Energy Research and Development Authority (NYSERDA),
Tennessee Valley Authority (TVA)

This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.

Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bremerton,
RePower Bainbridge

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.

Author(s)
Dan Curry, BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Indianapolis Better Buildings Program,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This peer exchange call summary focused on what energy efficiency programs are doing to target low- and moderate-income households.

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)
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.

Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
BetterBuildings for Greensboro,
Charlotte NC,
CarrboroWISE,
Chapel Hill WISE,
Southeast Energy Efficiency Alliance (SEEA),
Raleigh NC,
Asheville NC

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

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.

How to Design a Community Energy Alliance

Author(s)
Ben Taube and Jolyn Newton, Southeast Energy Efficiency Alliance,
Eric Mackres, American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
City of Decatur Kilowatt Crackdown,
Community Energy Challenge,
Go Green Nashville,
Local Energy Alliance Program (LEAP)
Webcast on how to design a community energy alliance.

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.

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)
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)
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.