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Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Elevate Energy,
Build It Green

This summary from a Better Buildings Residential Network peer exchange call focused on how home energy upgrade programs can interact and connect with the real estate market.

Author(s)
Chris Lohmann, U.S. Department of Energy
Publication Date
Organizations or Programs
Build It Green,
Efficiency Vermont,
Illinois Home Performance with Energy Star

This summary from a Better Buildings Residential Network peer exchange call focused on ensuring contractor networks work for both energy efficiency programs and participating contractors.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Build It Green

When shopping for a new home, homebuyers look to real estate agents for advice on everything from the best school districts to the name of a good local plumber. Because new owners make many home improvements after purchase, real estate agents have the opportunity to continue as trusted messengers after the closing date. Nonprofit organization Build It Green (BIG) saw an opening: if real estate professionals understand the importance and benefits of energy efficiency, then they can advise clients on how to incorporate efficiency into their home improvements.

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
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)
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
Focus on Energy,
Sacramento Municipal Utility District (SMUD),
Mass Save

This summary from a Better Buildings Residential Network peer exchange call focused on approaches to generate demand for energy efficiency upgrades at multifamily buildings.

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

This summary from a Better Buildings Residential Network peer exchange call focused on how to create and maintain relationships with contractors and auditors.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Build It Green

This summary from a Better Buildings Residential Network peer exchange call focuses on how mentoring on sales skills and business management helped one contractor increase sales and become more profitable. The call also covered top tips for supporting contractors, such as helping contractors develop systems to be more efficient in completing projects and creating a service plan with customers for additional improvements in the future.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Phoenix,
Austin Energy,
Sacramento Municipal Utility District (SMUD)

This summary from a Better Buildings Residential Network peer exchange call focused on combining solar and home performance energy efficiency.

Author(s)
Amy Beley, Build It Green
Publication Date
Organizations or Programs
Build It Green

This presentation discusses Build It Green's new model for contractor engagement that provides more support to higher performing contractors and strategies the organization is using to address issues with contractor data reporting and tracking.

Author(s)
UtilityExchange.org,
Building Performance Institute
Publication Date
Organizations or Programs
Atlanta SHINE,
DecaturWISE,
CharlestonWISE,
Enhabit,
Energy Upgrade California,
Help My House,
FirstEnergy,
Local Energy Alliance Program (LEAP),
NOLA WISE

This paper first details industry best practices for contest administration, including tips for developing an overall contest plan and timeline, product sponsor recruitment, building a dynamic informational website, maximizing customer participation, selecting the winning home, seamless installation management, capturing and documenting project results, conducting a high profile media open house and facilitating customer workshops that educate homeowners and strengthen trade ally relationships. This paper then presents results and key lessons learned from more than 20 contests supported with funds from local community sustainability programs, utility energy efficiency programs, and U.S. Recovery and Reinvestment Act funds between 2008 and 2012.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
Greater Cincinnati Energy Alliance (GCEA),
CharlestonWISE

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

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)
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)
Christie Rodriguez, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD)
This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.
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)
Kira Ashby and Hilary Forster, Consortium for Energy Efficiency,
Bruce Ceniceros, Sacramento Municipal Utility District,
Bobbi Wilhelm, Puget Sound Energy,
Kim Friebel, Commonwealth Edison,
Rachel Henschel, National Grid,
Shahana Samiullah, Southern California Edison
Publication Date
Organizations or Programs
National Grid,
Southern California Edison,
Puget Sound Energy,
Sacramento Municipal Utility District (SMUD),
Commonwealth Edison Company (ComED)

This paper explores ways in which program administrators are using social norms to spur behavior change and, as a result, curb energy use. In recent years, home energy reports (HER) programs have applied the concept of social norms to the energy efficiency context. These feedback programs inform customers of how their energy consumption compares to their neighbors' and provide other information about their usage, with the goal of enticing customers to change their energy use behavior to improve their relative neighborhood ranking.

Part III: Keeping it Going: Financing Options for your Clean Energy Programs

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Niko Dietsch, U.S. Environmental Protection Agency,
Keith Canfield, Clinton Climate Initiative,
James Christensen and Yvette Rincon, City of Sacramento, California
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Home Energy Affordability Loan (HEAL)
This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.
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.
Author(s)
Betsy Kleinfelder, The Sustainability Institute
Publication Date
Organizations or Programs
CharlestonWISE
As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.
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)
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)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Enhabit

This report presents results, recommendations, and case studies of energy efficiency financing 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)
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)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Flex Your Power Program,
Sacramento Municipal Utility District (SMUD),
Focus on Energy,
Austin Energy
This report provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.