This presentation provides an overview of the Energy Savers program for affordable rental housing, its loan structure, and lessons learned.
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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 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.
Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.
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 how to market energy efficiency upgrades in the multifamily housing sector.
This summary from a Better Buildings Residential Network peer exchange call focused on standardization of effective practices across a program territory.
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.
This paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.
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.
Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.
This summary from a Better Buildings Residential Network peer exchange call focused on how loan performance data is tracked and analyzed, and what the data shows.
This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.
Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.
In this video interview segment, Marty Treadway of Energy Smart Colorado discusses how to avoid contractor frustration by testing data collection tools before deployment.
This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.
This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.
An example of a detailed and thorough implementation guide written for the Michigan Saves program.
This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.
This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.
EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.
This market assessment for the Boulder County EnergySmart and City and County of Denver energy efficiency loan program identifies the potential loan customers and demand for an energy efficiency upgrade financing program.
This presentation shares how the Neighbor to Neighbor Energy Challenge collected and evaluated data and used the results to improve its program.
Authorization form to obtain household energy information.
Engaging Financial Institution Partners
Financial Program Management for Continuous Improvement
Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.
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.
The Connecticut Neighbor to Neighbor Energy Challenge developed this form for authorization to obtain household energy information.
Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.
Finance Planning
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.