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.
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This summary from a Better Buildings Residential Network peer exchange call focused on approaches to improve and sustain quality customer service for residential energy efficiency work.
This summary from a Better Buildings Residential Network peer exchange call focused on how to involve homeowners in staged energy efficiency upgrades and what information is appropriate to share with them at each stage.
This summary from a Better Buildings Residential Network peer exchange call focused on how pet-based marketing can promote residential energy efficiency.
This marketing plan describes a social mobilization approach that leverages social networking, including social media, and word-of-mouth marketing to raise awareness and drive customers to program services. It provides strategies and tactics to target audiences most likely to participate, building on market research and audience segmentation to develop a message platform specifically designed to address their key motivating factors and barriers.
This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.
Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.
Overview of lessons learned from EnergySmart Colorado's energy advisor model.
Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.
This peer exchange call summary focused on leveraging home inspectors and others in the real estate transaction processes.
In this video interview segment, Marty Treadway of Energy Smart Colorado discusses how to avoid contractor frustration by testing data collection tools before deployment.
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.
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.
EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.
This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.
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 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 guide from Boulder County's EnergySmart service is an example of expectations and guidelines for contractor operations.
Financial Program Management for Continuous Improvement
Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.
Managing Financing Programs: Spreadsheet Models
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.
This presentation provides a list of resources and tips for running a social media campaign.
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.
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.