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.
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This case study of Arizona Public Service (APS) and Arizona’s HPwES Sponsor, FSL Home Energy Solutions (FSL), focuses on their continuous improvements designed to elevate customer and contractor experience while boosting program cost-effectiveness.
This summary from a Better Buildings Residential Network peer exchange call focused on the advantages and challenges of data tracking systems.
This summary from a Better Buildings Residential Network peer exchange call focused on evaluating and demonstrating the cost-effectiveness of energy upgrades to programs.
This summary from a Better Buildings Residential Network peer exchange call focused on how programs use behavior change strategies to reduce energy use.
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.
A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.
Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.
This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.
This summary from a Better Buildings Residential Network peer exchange call focused on the challenges, strategies and advantages of operating as a prime contractor.
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.
This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.
Presentation on the key programmatic elements of financing initiatives.
This peer exchange call summary focused on activities to streamline service delivery to customers.
Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.
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.
This report describes different approaches to energy efficiency finance taken by utilities.
Financing Programs: RFP & Contract Terms and Conditions
This webcast discusses financing program RFPs and contract terms and conditions.
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.
This market assessment evaluates lending options for funding energy efficiency upgrades in North Carolina.