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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)
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)
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)
U.S. Department of Energy
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad,
Tennessee Valley Authority

This summary from a Better Buildings Residential Network peer exchange call focused on approaches organizations can use to improve the efficiency and effectiveness of home upgrade programs, including strategies to streamline data entry and make continuous process improvements.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
NeighborWorks H.E.A.T. Squad,
Build It Green

Better Buildings Home Upgrade Program Accelerator partners, Build It Green, Enhabit, and NeighborWorks of Western Vermont, discussed steps for streamlining program processes, and strategies to improve data management, contractor relationships, and customer experiences. Tools and resources were presented as examples of how these ideas can be implemented in programs across the country.

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad

The benefits of energy efficiency upgrades beyond money and energy savings include non-energy benefits that are often not communicated well. Multiple non-energy benefits include lower home maintenance costs, improved air quality and less sick days for adults and children, greater resiliency, and lower emissions. This presentation covers examples of how your program can fully realize the potential from all of these multiple non-energy benefits.

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
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on how to market energy efficiency upgrades in the multifamily housing sector.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad

This summary from a Better Buildings Residential Network peer exchange call focused on three programs that would engage homeowners in energy efficiency programs.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge,
NeighborWorks H.E.A.T. Squad

This summary from a Better Buildings Residential Network peer exchange call focused on evaluating and demonstrating the cost-effectiveness of energy upgrades to programs.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
Organizations or Programs
Energize Connecticut,
Michigan Saves,
Warehouse for Energy Efficiency Loans (WHEEL)
This report provides an overview of credit enhancements available, such as loan loss reserves, loan guarantees, debt service reserve funds, and subordinated capital. It also discusses key issues related to credit enhancement, examples of how others have successfully implemented credit enhancements as part of their energy efficiency financing programs, and additional information on existing resources that provide further information on credit enhancement design and implementation.
Author(s)
Community Development Department of the Federal Reserve Bank of San Francisco
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA),
Watt Watchers,
Neighborhood Energy,
Energy Savers,
Ratepayer Inte-grated On-Bill Payment Program,
I'M HOME initiative,
Multifamily Energy Efficiency and Housing Affordability,
Residential Multifamily Housing Program

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves,
BeSmart Maryland

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits of community assessments and strategies for gathering information.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad,
Energy Fit Nevada

This summary from a Better Buildings Residential Network peer exchange call focused on state policies that help promote energy efficiency.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.

Author(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves
This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.
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)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
NeighborWorks H.E.A.T. Squad

This summary from a Better Buildings Residential Network peer exchange call focused on trends in contractor conversion rates.

Author(s)
Jonathan Cohen, U.S. Department of Energy,
Ryan Clemmer, Clean Energy Works Oregon (now Enhabit),
Melanie Paskevich, NeighborWorks,
Jay Karwoski, ICF International
Publication Date
Organizations or Programs
Enhabit,
NeighborWorks H.E.A.T. Squad

This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.

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.

Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2),
Energize Phoenix,
Greater Cincinnati Energy Alliance (GCEA),
Michigan Saves

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

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.

Engaging Financial Institution Partners

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Energy Challenge,
Michigan Saves
This webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.
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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves

This peer exchange call summary focused on integrating income-qualified programs into neighborhood sweeps.

Finance Planning

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves
This webcast discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.

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)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves
Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.
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.