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Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergyWorks,
Efficiency Maine,
BetterBuildings for Michigan

This peer exchange call summary focused on sales training assistance programs for contractors.

Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine

Efficiency Maine created a code of conduct for contractors to follow when working in homes. The code is available for download on the Efficiency Maine website, and dictates guidelines for respecting homeowners' property and communicating with the homeowner about appropriate information. Users on the Efficiency Maine website can search a list of vendors that have agreed to follow the code.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine

This video explains how Efficiency Maine helped contractors gain sales and business skills through training, which helped the program improve assessment-to-upgrade conversion rates and homeowner satisfaction.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
This guide provides an introduction to the key issues, practices, and steps for calculating energy savings, avoided emissions, and other non-energy impacts associated with energy efficiency programs.
Author(s)
National Governors Association
Publication Date
Organizations or Programs
TakeCharge! Challenge,
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)

Many states have adopted policies intended to overcome the barriers that limit the more efficient use of electricity. Yet because such efforts have not addressed the lack of consumer information and motivation to improve efficiency, many opportunities for energy efficiency remain untapped. To help address that problem, states, utilities, and other energy efficiency service providers have begun to develop new approaches to informing and motivating customers based on behavioral economics and psychology research. This report describes three broad strategies that states can use to engage consumers' participation in energy efficiency programs: provide direct consumer information and feedback on energy use, influence social norms; and match messages and messengers to target audiences. Recommendations for actions that governors can take within the context of each of those three strategies are provided.

Author(s)
Courtney Moriarta, SRA International, Inc.,
Emily Levin, Vermont Energy Investment Corporation,
Tiger Adolf, Building Performance Institute,
Brad Geyer, Fayette County Better Buildings Initiative,
Sammy Chu, Suffolk County Department of Labor,
Sam Flanery, Building Science Academy
Publication Date
Organizations or Programs
Efficiency Vermont,
Fayette County Better Buildings Initiative,
New York State Energy Research and Development Authority (NYSERDA)

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.

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)
Green For All
Publication Date
Organizations or Programs
Enhabit,
Community Power Works,
Long Island Green Home,
Milwaukee Energy Efficiency (Me2),
New York State Energy Research and Development Authority (NYSERDA)

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.

Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine
This presentation from Efficiency Maine shows early adopters and higher income residents tend to take advantage of large incentives, but smaller incentives may be a way to engage a broader range of income levels.

Keeping Up With Your Audience, So They Keep Up With Your Program

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine,
U.S. Department of Housing and Urban Development (HUD) PowerSaver
This webcast discussed how market research can help spur demand for home energy efficiency programs.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Energy Upgrade California

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

Author(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
BetterBuildings Lowell Energy Upgrade,
BetterBuildings for Michigan,
Connecticut Neighbor to Neighbor Energy Challenge,
Efficiency Maine,
EnergySmart Colorado,
Energy Upgrade California,
EnergyWorks,
EnergyWorks KC,
Fayette County Better Buildings Initiative,
Greater Cincinnati Energy Alliance (GCEA),
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA)
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.
Author(s)
Deutsche Bank Americas Foundation
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
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.
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
Efficiency Maine
This case study describes Efficiency Maine's Home Energy Savings Program (HESP), one of the few large residential energy efficiency programs that has attempted to navigate the transition from rebate-focused offerings to financing focused offerings that better align with its limited budget.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EmPower New York,
New York State Energy Research and Development Authority (NYSERDA),
Long Island Green Homes,
Energy Impact Illinois,
CNT Energy

This peer exchange call summary focused on leveraging effective partnerships for multi-family and low-income outreach and service delivery.

Author(s)
Jill Maness, Austin Energy
Publication Date
Organizations or Programs
Austin Energy
An introduction to Austin Energy's workforce development program, which helps engage contractors in efforts to make homes more energy efficient.
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)
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.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Efficiency Maine

This Lawrence Berkeley National Laboratory Clean Energy Policy Brief describes how adding sales skills to contractors' existing technical expertise helps convert more assessments into comprehensive home energy upgrades. It profiles Efficiency Maine's contractor sales training and includes a list of resources.

Author(s)
Fayette County Better Buildings Initiative
Publication Date
Organizations or Programs
Fayette County Better Buildings Initiative

This lease agreement is an example of an equipment lease from the Fayette County equipment loan program for contractors.

Author(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This report summarizes a home segmentation study conducted by New York State Energy Research and Development Authority (NYSERDA). The study looked at 1,012 homeowners across New York to evaluate how they view home energy consumption, the importance they place on energy saving solutions, and why they would consider taking advantage of programs that increase energy efficiency.

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.

Residential Retrofit Program Design Guide Overview

Author(s)
Richard Faesy, Energy Futures Group,
Andy Meyer, Efficiency Maine,
Nikki Kuhn, Vermont Energy Investment Corporation
Publication Date
Organizations or Programs
Efficiency Maine

Webcast on the DOE Residential Retrofit Program Design Guide, which focuses on the key elements and design characteristics of building and maintaining a successful residential upgrade program.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy
This case study discusses strategies that Austin Energy, a municipally owned utility, used to collaborate closely with building contractors to launch a new Best Offer Ever promotion quickly and effectively.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
Austin Energy

This peer exchange call summary focused on available program interest rates and how to lower those rates.

Workforce Development and Sales Training for Energy Efficiency Contractors

Author(s)
Elizabeth Stuart, Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Efficiency Maine,
Efficiency Vermont
This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.
Author(s)
Austin Energy
Publication Date
Organizations or Programs
Austin Energy
A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.
Author(s)
Home Performance Resource Center
Publication Date
Organizations or Programs
Austin Energy,
Long Island Green Homes,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit

This paper, which is based on detailed case studies of nine existing state and local programs, presents recommendations for energy upgrade programs to facilitate industry growth and support contractor business models.

Author(s)
Steve Morgan, Clean Energy Solutions, Inc.
Publication Date
Organizations or Programs
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)

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.

Author(s)
Lee Butler, New York State Energy Research and Development Authority
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

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

Author(s)
National Action Plan for Energy Efficiency
Publication Date
Organizations or Programs
Austin Energy,
New York State Energy Research and Development Authority (NYSERDA)

This report summarizes existing research and discusses current practices, opportunities, and barriers to coordinating energy efficiency and demand response programs.

Designing Effective Incentives to Drive Residential Retrofit Program Participation

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
Efficiency Maine,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Efficiency Vermont

This webcast covers information about designing effective incentives to drive residential retrofit program participation.

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)
Consortium for Energy Efficiency
Publication Date
Organizations or Programs
Ameren Illinois Utilities,
Avista Utilities,
BC Hydro,
Cape Light Compact,
All-Electric Home Performance Tune-Up,
Efficiency Vermont,
New Jersey Natural Gas,
Northeast Utilities Home Energy Solutions,
New York State Energy Research and Development Authority (NYSERDA),
PSE&G Whole House Energy Efficiency Program,
Vectren Energy Delivery's Home Energy Savings Program,
Focus on Energy

This guide provides background on the home improvement market in the U.S. and Canada and end users and systems in existing homes, as well as a description of energy efficiency program approaches and strategies.

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.

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.

Marketing, Communication, and Outreach: Lessons Learned In and Outside Energy Efficiency

Author(s)
U.S. Department of Energy,
Lawrence Berkeley National Laboratory,
Booz Allen Hamilton, Inc.,
Clean Energy Solutions, Inc.,
Local Energy Alliance Program
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA),
Local Energy Alliance Program (LEAP),
Southeast Energy Efficiency Alliance (SEEA)

This webcast presents lessons learned in marketing, communication, and outreach, including lessons related to marketing plans.

Author(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.
Author(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
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.
Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)
This request for proposal from the Southeast Energy Efficiency Alliance is for branding and communications support.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Florida Weatherization Assistance Program,
New York State Energy Research and Development Authority (NYSERDA)
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.
Author(s)
Southwest Energy Efficiency Project
Publication Date
Organizations or Programs
Buckeye Green Building Program,
Chandler Green Building Program,
Pima County Residential Green Building Program,
Scottsdale Green Building Program,
Southern Nevada Green Building Partnership,
Rohnert Park Green Building Program,
Green County San Bernardino,
Albuquerque Green Path Program,
City of Boulder,
CO,
Boulder County BuildSmart Program,
Nevada Sierra Green,
Santa Fe Residential Green Building Code,
Eagle County ECObuild,
Aspen & Pitkin County,
CO Efficient Building Program,
Austin Energy,
EnergySmart

This guide helps states and localities develop voluntary or mandatory programs that go well beyond minimum code requirements for new buildings. It addresses energy efficiency materials and resource conservation, water efficiency, indoor environmental quality, and site development and land use.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Flex Your Power Program,
Sacramento Municipal Utility District (SMUD),
Focus on Energy,
Austin Energy
This report provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.
Author(s)
U.S. Department of Energy
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

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.