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.

Example credit application from Fayette County Better Buildings.

This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.

This summary from a Better Buildings Residential Network peer exchange call focused on the challenges, strategies and advantages of  operating as a prime contractor.

This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.

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.

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.

This case study discusses strategies that Fayette County, Pennsylvania used to provide Building Performance Institute (BPI) certification and business skills training to aspiring energy efficiency contractors.

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

This webcast discusses financing program RFPs and contract terms and conditions.