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 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.
This summary from a Better Buildings Residential Network peer exchange call focused on approaches to improve and sustain quality customer service for residential energy efficiency work.
This summary from a Better Buildings Residential Network peer exchange call focused on how to involve homeowners in staged energy efficiency upgrades and what information is appropriate to share with them at each stage.
This summary from a Better Buildings Residential Network peer exchange call focused on how pet-based marketing can promote residential energy efficiency.
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 marketing plan describes a social mobilization approach that leverages social networking, including social media, and word-of-mouth marketing to raise awareness and drive customers to program services. It provides strategies and tactics to target audiences most likely to participate, building on market research and audience segmentation to develop a message platform specifically designed to address their key motivating factors and barriers.
This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.
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 summary from a Better Buildings Residential Network peer exchange call focused on how programs use behavior change strategies to reduce energy use.
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.
This peer exchange call summary focused on leveraging home inspectors and others in the real estate transaction processes.
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 multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.
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.
EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.
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 publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.
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.
This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.
Marketing & Outreach: Working with and Learning from Contractors
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
A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.
Financing Program Support for ARRA Recipients - PACE Webinar
Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.