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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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Reside Tight Program,
EnergySmart,
CoMo Energy Challenge

This publication summarizes lessons learned from Peer Exchange Calls about how energy efficiency programs and partners can leverage timing to engage homeowners.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
Milwaukee Energy Efficiency (Me2)

The Better Buildings Neighborhood Program featured 41 competitively selected grantees that developed sustainable energy efficiency upgrade programs across the U.S. from 2010-14. This presentation covers what worked and what didn’t, and key success factors identified by an independent evaluation.

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
EnergySmart,
Bend Energy Challenge,
Mass Save,
Focus on Energy,
Enhabit

This document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Bend Energy Challenge,
Energy Upgrade California

This summary from a Better Buildings Residential Network peer exchange call focused on community-based outreach and organizing strategies to market home energy assessments and upgrades.

Author(s)
JEA
Publication Date
Organizations or Programs
ShopSmart with JEA

Bill insert used by JEA to advertise their energy efficiency program.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Energy Upgrade California,
Solar and Energy Loan Fund (SELF)

This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.

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,
Denver Energy Challenge

This peer exchange call summary focused on tracking and using data to support revenue streams.

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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
Milwaukee Energy Efficiency (Me2)

This summary from a Better Buildings Residential Network peer exchange call focused on working with the real estate sector to promote and drive demand for energy efficiency.

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)
U.S. Department of Energy
Publication Date
Organizations or Programs
ShopSmart with JEA

In this video interview segment, Bruce Doeuck of JEA ShopSmart in Jacksonville, Florida, discusses the importance of building relationships with financial institutions.

Author(s)
JEA
Publication Date
Organizations or Programs
ShopSmart with JEA
This presentation describes JEA's program and lessons learned about designing custom messages for specific markets.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
ShopSmart with JEA
Case study highlighting the home performance lending program spearheaded by local utility JEA and JaxMetro Credit Union in Jacksonville, Florida. This program is one of the most successful in the Southeast Energy Efficiency Alliance's Community Consortium.
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)
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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
EnergySmart

This peer exchange call summary focused on how to receive and evaluate feedback from customers and contractors.

Author(s)
Southwest Energy Efficiency Project
Publication Date
Organizations or Programs
City of Tempe AZ,
City of Flagstaff Residential Energy Retrofit Program,
Silver City and Grant County Energy $ense,
City of Mesa AZ,
City of Reno Energy Efficiency and Renewable Energy Initiative,
EnergySmart,
City of Espanola NM,
Salt Lake County's Energy Smart Loan Program

Descriptions of eight county-level and city-level energy efficiency programs in the Southwest.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2)

This peer exchange call summary focused on grant funding investments, program design and revenue streams in the post-grant period.

Author(s)
Climate Solutions
Publication Date
Organizations or Programs
Hailey's Community Climate Challenge,
EnergySmart,
Eugene Water and Electric Board,
Community Energy Challenge,
Hailey's Community Climate Challenge,
Jackson Hole Energy Sustainability Project,
Knoxville,
TN,
Oberlin Project,
Energize New York,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Burlington Sustainability Action Team,
Gainesville Regional Utilities,
Hillsboro Solar Advantage,
Issaquah,
WA,
MPower Madison Program,
Solarize Pendleton,
Clear the Air Challenge,
Santa Fe,
NM,
West Union,
IA,
Sustainable Williamson,
CharlestonWISE,
City of Aiken,
SC,
City Green Initiative,
Kilowatt Cruncher Challenge,
Smarter Sustainable Dubuque,
Small Cities Climate Action Partnership,
City of Grand Rapids,
MI,
Town of GreenÞeld,
MA,
City of Keene,
NH,
Home Energy Affordability Loan (HEAL),
Clean Local Energy Accessible Now,
RichmondBuild Pre-apprenticeship Construction Skills and Green Jobs Training Academy

This report from Climate Solutions analyzes small- to medium-sized American cities that are using successful methods to further clean energy economic development. Better Buildings Neighborhood Program partners that are featured in the report include Bainbridge Island and Bremerton, Washington; Boulder, Colorado; Bedford, New York; Madison, Wisconsin; and Grand Rapids, Michigan. The report includes details on the how the featured cities funded their projects, found successful models to reach their goals, and to see which new projects are off to a promising start.

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.
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. 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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2)

This peer exchange call summary focused on a general overview and implementation plan of the PACE program.

Financing Programs: RFP & Contract Terms and Conditions

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Milwaukee Energy Efficiency (Me2),
City of San Diego Residential Energy Efficiency Loan Program

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

Author(s)
Green Madison,
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)

Survey for consultants participating in Green Madison and Me2 programs about their experiences with the programs.

Author(s)
Wisconsin Energy Conservation Corporation
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.
Author(s)
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
Survey for people who signed up to participate in the Me2 program for home performance assessments, but ultimately decided not to participate. The goal of the survey is to help improve services for future participants.
Author(s)
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.
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
Milwaukee Energy Efficiency (Me2)

This peer exchange call summary focused on the different types of evaluation methods for residential and commercial programs.

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)
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.
Author(s)
Environmental Defense Fund
Publication Date
Organizations or Programs
EnergySmart,
Windsor Efficiency PAYS,
Berkeley Financing Initiative for Renewable and Solar Technology (FIRST)

Report that identifies and evaluates the sufficiency of available financing options to help low-income populations, particularly communities that have been historically overburdened by air pollution (i.e., "environmental justice communities"), invest in resource-saving measures, such as energy efficiency and water conservation.

PACE Legal Authority & Administration: Financing Program Support for ARRA Recipients

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
CaliforniaFIRST,
Sustainable Energy Trust Program,
Long Island Green Homes

This webcast discussed program administration for PACE financing 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.
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.