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Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Energy Outreach Colorado,
DTE Energy

This 90-minute webinar explored the topic of linking and leveraging energy efficiency and renewable energy (EE/RE) programs for limited-income households, including the need to coordinate with other energy assistance programs. It presented case studies of organizations that have successfully advanced connections among available programs and funding sources.

Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Energy Outreach Colorado

Energy Outreach Colorado (EOC), an independent nonprofit organization created by the State of Colorado, is a one-stop shop for low-income energy services in the state, including programs for affordable multifamily housing. EOC developed partnerships with a variety of organizations across Colorado, leveraged multiple funding sources, and created new and expanded programs to address gaps in low-income energy assistance. This case study highlights EOC’s key features, approach, partners, funding sources, and achievements, as well as their keys to success and tips for replication and sustainability.

Author(s)
Illinois Home Performance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

This calendar provides Illinois Home Performance's participating contractors with information on upcoming residential energy efficiency trainings or events on topics such as HVAC quality installation and an introduction to building science.

Author(s)
Illinois Home Performance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

This free hotline is provided by Illinois Home Performance to help homeowners and energy professionals find quick answers to building science questions.

Author(s)
Diana Duva, State of Connecticut,
Benjamin Healey, Connecticut Green Bank,
Joe Pereira, State of Colorado,
Jennifer Gremmert, Energy Outreach Colorado,
Michael DiRamio, U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Connecticut,
Energy Outreach California,
Energy Outreach Colorado

In this presentation, state and nonprofit leaders in Colorado and Connecticut discuss their policy and program efforts to offer rooftop and community solar and weatherization services and how they are scaling their programs to meet the needs of the underserved income-eligible market.

Author(s)
Chris Lohmann, U.S. Department of Energy
Publication Date
Organizations or Programs
Build It Green,
Efficiency Vermont,
Illinois Home Performance with Energy Star

This summary from a Better Buildings Residential Network peer exchange call focused on ensuring contractor networks work for both energy efficiency programs and participating contractors.

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)
Southeast Energy Efficiency Alliance,
Southwest Energy Efficiency Project,
Midwest Energy Efficiency Alliance,
South-central Partnership for Energy Efficiency as a Resource,
Northeast Energy Efficiency Partnerships, Inc.
Publication Date
Organizations or Programs
Michigan Saves,
ConEdison’s Brooklyn Queens Demand Management Program,
Florida's Multifamily Energy Retrofit Program,
Set the PACE St. Louis,
City of Chicago,
Energy Outreach Colorado,
Massachusetts Low-Income Multifamily Energy Retrofit Program

This report was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

REEO Multifamily Energy Efficiency Retrofits: Barriers and Opportunities Webinar

Author(s)
Southeast Energy Efficiency Alliance,
Southwest Energy Efficiency Project,
Midwest Energy Efficiency Alliance,
South-central Partnership for Energy Efficiency as a Resource,
Northeast Energy Efficiency Partnerships, Inc.
Publication Date
Organizations or Programs
Michigan Saves,
ConEdison’s Brooklyn Queens Demand Management Program,
Florida's Multifamily Energy Retrofit Program,
Set the PACE St. Louis,
City of Chicago,
Energy Outreach Colorado,
Massachusetts Low-Income Multifamily Energy Retrofit Program

This webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

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
Local Energy Alliance Program (LEAP),
Illinois Home Performance with Energy Star

This summary from a Better Buildings Residential Network peer exchange call focused on the advantages, challenges, and effective creation and management of statewide energy efficiency alliances.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

This report builds and expands off of previous research by collecting and evaluating data from 800 Illinois Home Performance (IHP) retrofits. This study investigates homeowner measure package choices in the Illinois Home Performance with ENERGY STAR® (IHP) program compared to cost-optimal choices determined through Building Energy Optimization (BEopt™) modeling software.

Author(s)
Illinois Home Performance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

Illinois Home Performance provides co-branding opportunities for participating contractors, including co-branding on program marketing materials.

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)
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)
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)
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.

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)
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)
Will Baker, Midwest Energy Efficiency Alliance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star
This presentation describes the Illinois Home Performance program and marketing strategy lessons learned.
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)
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.

Managing Financing Programs: Spreadsheet Models

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Montana Alternative Energy Revolving Loan Program,
Texas LoanSTAR
This webcast provides an overview of spreadsheet models available to help manage financing programs.
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)
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)
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.

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.

Revolving Loan Fund Basics and Best Practices

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Texas LoanSTAR,
Montana Alternative Energy Revolving Loan Program
This webcast featured four presentations providing examples and best practices for revolving loan funds.
Author(s)
National Renewable Energy Laboratory
Publication Date
Organizations or Programs
Texas LoanSTAR,
Utah Revolving Loan Fund for Schools,
Rhode Island Energy Revolving Loan Fund,
Ohio Energy Efficiency Revolving Loan Fund,
Montana Alternative Energy Revolving Loan Program,
Arizona Energy Loan Program,
Florida Conversion Revolving Loan Program,
Efficiency Kansas Revolving Loan Program,
North Carolina Energy Program
This report provides information for states intending to set up a new revolving loan fund for state energy programs.
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.