This report provides a comprehensive review and analysis of home energy upgrade programs with proven track records, focusing on those with robustly verified savings and constituting good examples for replication. This meta-analysis describes program models and implementation strategies for direct install upgrades; heating, HVAC replacement and early retirement; and comprehensive, whole-home upgrades.

This Technical Reference Manual (TRM) defines the consensus calculations of the electric and natural gas energy savings and the electric demand reductions, achieved from installing energy efficiency and renewable energy measures that are supported by Focus on Energy programs.

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.

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.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on the advantages and challenges of data tracking systems.

Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

Matrix of participating lenders and associated loan information.

Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.

Flyer for contractors that explains the steps needed to complete the EI2 loan process.

This presentation answers the questions of why and how to quantify the air quality impacts of energy efficiency policies and programs.

Energy Impact Illinois (EI2) conducted 1,600 phone surveys of mid- to high-income households. Its aim was to test program messaging and gauge attitudes toward home improvements and energy efficiency upgrades. The surveys provided a number of insights on the target audience's decision process.

Presentation describing AFC First's (a lender's) aggressive underwriting and smart product delivery as part of the Keystone HELP program.

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 that provides an overview of the Energy Savers Program (Illinois), including services, benefits, and success stories.

Presentation on the key programmatic elements of financing initiatives.

This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.

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

This presentation provides the results of a 1,600-person survey of mid- to high-income households conducted by Energy Impact Illinois (EI2) to gauge attitudes toward home improvements and energy efficiency upgrades.

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

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

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

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

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.

Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.

This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.

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

Table showing challenges, needs, strategies, and resources related to financing.

This webcast presents Pennsylvania's Keystone HELP program as a case study for successful public/private partnerships for consumer energy efficiency financing.

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.

This guide describes a structure and several model approaches for calculating energy, demand, and emissions savings resulting from energy efficiency programs that are implemented by cities, states, utilities, companies, and similar entities.